Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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Weatherford International's (WFRD) Remarkable Recovery
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Greenlight Capital Exits Victoria’s Secret (VSXY) After Remarkable Turnaround
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Is Versigent (VGNT) Undervalued With Margin Expansion and Buyback Potential Ahead?
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Is PayPal (PYPL) a Turnaround Opportunity After the CEO Transition?
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Can Primo Brands (PRMB) Turn Merger Challenges Into a Free Cash Flow Opportunity?
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Board Restructuring Drives Value Creation at Fortune Brands (FBIN)
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Greenlight Capital Added Comcast (CMCSA) Amid Pullback
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Greenlight Capital’s Q2 2026 Investor Letter
Greenlight Capital is an investment management firm specializing in value-oriented strategies.
Harmovest Capital Strengthens Global Financial Services Through Technology and Compliance
Harmovest Capital today announced the continued development of its global financial services platform, bringing together technology, international market access, compliance and professional services within...
YETI (YETI) Remains a Strong Player Despite Market Setbacks
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date ...
KinderCare (KLC) Trims Its Footprint While Enrollment Keeps Slipping
On August 13, KinderCare Learning Companies (NASDAQ:KLC) reported second-quarter results that captured the company in the middle of major surgery on itself.
How Miami International Holdings (MIAX) is Redefining Derivatives Markets
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date ...
Langdon Global Smaller Companies Strategy’s Q2 2026 Investor Letter
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date ...
Forgent Power Solutions (FPS) Positioned for Faster Customer Outcomes Amid Increasing AI Infrastructure Spending
Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Technological Advancements Fueling Badger Meter’s (BMI) Long-Term Growth Potential
Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
AirJoule's (AIRJ) Water Technology Meets A Growing Data Center Crisis
On August 14, AirJoule Technologies (NASDAQ:AIRJ) reported second-quarter results that arrived alongside a striking backdrop: state governments are now blocking new data centers over water use, and AirJoule...
Sandhill Investment Management’s Q2 2026 Investor Letter
Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter.
How Shift4 Payments (FOUR) is Shaping the Future of Transactions
Emeth Value Capital, an investment management company, released its second-quarter investor letter. A copy of the letter can be downloaded here.
Emeth Value Capital’s Q2 2026 Investor Letter
Emeth Value Capital, an investment management company, released its second quarter investor letter.
Qualys (QLYS) Benefits as AI Strengthens Cybersecurity Demand
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here. U.S.
A Rejected Vote Pushes Capricor (CAPR) Toward A Narrower Path
On August 13, Capricor Therapeutics (NASDAQ:CAPR) held its second-quarter earnings call, just over two weeks after an FDA advisory committee voted 3 to 9 against the company's bid to treat cardiomyopathy...
Focused Leadership is Driving Sustainable Growth at White Mountains Insurance (WTM)
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here. U.S.
Nubank's (NU) First Billion-Dollar Quarter Comes With New Questions
On August 13, Nu Holdings Ltd.
What Makes Entegris (ENTG) a Long-Term Bet?
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here. U.S.
Intel and NVIDIA Are Chasing a $200 Billion AI Market —Another Chipmaker May Be Better Positioned
GPUs are still the hottest sellers, but CPUs are also back in demand owing to the AI race. Meta Platforms, Inc.
Here's Why Churchill Downs (CHDN) Traded Lower in Q2
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here. U.S.
StoneCo's (STNE) Credit Boom Comes With A Costly Catch
On August 13, StoneCo (NASDAQ:STNE) walked investors through a quarter that captures the central tension in its story right now: a credit business scaling faster than almost anyone expected, and a loan...
Could Credit Acceptance (CACC) Keep Rising as Credit Trends Improve?
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here. U.S.
London Company SMID Cap Strategy’s Q2 2026 Investor Letter
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” U.S.
Nektar's (NKTR) Billion-Dollar Balance Sheet Faces A Multi-Year Test
On August 13, Nektar Therapeutics (NASDAQ:NKTR) held its second-quarter earnings call and laid out where its lead drug candidate stands after years of development.
Elliott Bets Multibillion-Dollar Position on Closing Synopsys’ (SNPS) Peer Discount
13D Activist Fund is a mutual fund focusing on companies that are targeted by shareholder activists.
ATRenew (RERE): Secondhand Tech Giant Quietly Posting Record Profits
On August 20, ATRenew (NYSE:RERE) reported second-quarter results that beat the high end of its own guidance, with revenue climbing 32.4% year over year to RMB 6.6 billion.
13D Activist Fund’s Q2 2026 Investor Letter
13D Activist Fund is a mutual fund focusing on companies that are targeted by shareholder activists.
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