Donnelley Financial Solutions, Inc. (DFIN): O’Keefe Stevens Advisory’s New Addition

Investment management company O’Keefe Stevens Advisory released its second quarter 2022 investor letter, which can be downloaded here. The top 5 holdings of the fund represented ~36% of the assets at the end of the second quarter of 2022. NVIDIA represents 13.5% of the portfolio and it was down ~40%. In addition, please check the top 5 holdings of the fund to see its 2022 picks.

O’Keefe Stevens Advisory discussed its holdings in the second quarter 2022, investor letter. The letter mentioned Donnelley Financial Solutions, Inc. (NYSE:DFIN). It is a capital market and investment company headquartered in Chicago, Illinois, and has a market capitalization of $995.6 million. The stock of Donnelley Financial Solutions, Inc. (NYSE:DFIN) closed at $33.92 per share on November 04. Donnelley Financial Solutions, Inc. (NYSE:DFIN)  had a return of -9.35% for the past month, and its 12-month return plunged to -29.75%.

Here is what O’Keefe Stevens Advisory discussed about Donnelley Financial Solutions, Inc. (NYSE:DFIN) in its second quarter, 2022 investor letter:

“Donnelley Financial Solutions, Inc. (NYSE:DFIN) is a new but growing position (click here to read our thesis). On top of the improving business model, the aligned management team and incentive compensation plan give added confidence in our purchase.”

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Donnelley Financial Solutions, Inc. (NYSE:DFIN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. Our records show that 22 hedge fund portfolios held Donnelley Financial Solutions, Inc. (NYSE:DFIN)  at the end of the first quarter of  2022 compared to 24 in the previous quarter. Donnelley Financial Solutions, Inc. (NYSE:DFIN) shares  gained 10.13% of their value over the last 3 months.

You can check another article on Donnelley Financial Solutions, Inc. (NYSE:DFIN), released in April where we shared O’Keefe Stevens Advisory’s views about the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2022 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.