Algonquin Power (AQN) Bets Big on a US Move While Earnings Slip
On August 7, Algonquin Power & Utilities (NYSE:AQN) held its second-quarter earnings call, and the story split cleanly in two.
Value Investing Legend Howard Marks Is Buying This Stock Down 30%. Should You Buy?
Sea is a Southeast Asian tech company. It runs an online shopping platform, a fintech arm, and a video game business. The stock is down about 30% over the past year.
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Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Baron Capital Adds Blackstone Digital Infrastructure Trust (BXDC) on Strong Leadership and Robust Pipeline
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Interface (TILE) Posts Record Margins, But One Big Question Looms
On August 7, Interface (NASDAQ:TILE) reported second-quarter results that beat expectations on nearly every line, though one detail complicates the picture.
Why Is Baron Small Cap Fund Buying Wingstop (WING) Again?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Vertiv Holdings (VRT) Well Positioned for Key Tech Transitions
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Could Planet Fitness (PLNT) Rebound Despite Slower Member Growth?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Could Legence (LGN) Be a Major Winner From the AI Data Center Construction Boom?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Everforth (EFOR) Positioned to Deliver Modern IT Solutions as Demand Nomalizes
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Bizcap US Launches, Bringing Fast, Flexible Funding to SMBs
Already operating across Australia, the UK, New Zealand, Singapore, Europe and Canada, Bizcap has supported more than 100,000 businesses worldwide and provided $5 billion in funding.
Cognex Corp's (CGNX) Elevated Growth Supported by Cost Discipline and Sales Strength
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Baron Small Cap Fund's Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Amazon.com (AMZN): AI Demand Triggers AWS Revenue Acceleration
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Atmus Filtration (ATMU) Posts Record Q2 Sales, Lifts Full-Year Top-Line Guidance
On August 6, Atmus Filtration Technologies (NYSE:ATMU) reported second-quarter sales of $528 million, up 16.4% from $454 million a year earlier and a company record.
Meta Platforms’ (META) Strong Growth Backdrop Highlights Valuation Disconnect
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Brookfield Corporation’s (BN) Strength Overshadowed by Sector Concerns
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Double Digit Revenue and Margin Expansion Drive Netflix’s (NFLX) Upside
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Microsoft Corporation (MSFT) Valuation Hits Decade Lows as AI Disruption and Spending Fears Weigh on Shares
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Uber Technologies’ (Uber) Operating Strength Outpaces Market Valuation
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Pershing Square Holdings’ Q2 2026 Investor Letter
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter.
London Company Income Equity Strategy Reduced TE Connectivity Ltd. (TEL) Holdings for Strategic Positioning
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded ...
Fusion Markets Extends Negative Balance Protection to Clients Globally
Fusion Markets has extended Negative Balance Protection to clients outside Australia, effective immediately.
Strong Shareholder Backing Validates Republic Services’ (RSG) Attractive Valuation
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded ...
Chevron Corporation (CVX) Drops as Oil Price Retreats
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded ...
Investors’ Focus on Higher Capital Spending Weighed on Northrop Grumman (NOC)
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded ...
Strong AI Infrastructure Orders Drive Confidence in Cisco Systems (CSCO)
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded ...
Texas Instruments Incorporated (TXN) Attractive on Strategic Advantages
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded ...
Improving Demand Strengthens Corning (GLW)
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded ...
London Company Income Equity Strategy’s Q2 2026 Investor Letter
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. U.S.
Financial Firepower Signals Confidence in Copart’s (CPRT) New CEO
SVN Capital, an investment management company, released its first half 2026 investor letter for "SVN Capital Fund". A copy of the letter can be downloaded here.
Brand Legacy Positions KKR (KKR) for Lasting Advantage
SVN Capital, an investment management company, released its first half 2026 investor letter for "SVN Capital Fund". A copy of the letter can be downloaded here.
SVN Capital Fund’s Q2 2026 Investor Letter
SVN Capital, an investment management company, released its first half 2026 investor letter for "SVN Capital Fund".
Alpha Metallurgical (AMR) Weathers A Rough Quarter On Multiple Fronts
On August 7, Alpha Metallurgical Resources (NYSE:AMR) held its second-quarter earnings call, and the numbers told a rougher story than investors likely wanted to hear.
Hagerty’s (HGTY) Higher Growth Story Remains Mispriced?
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Compass Diversified (CODI): Buybacks Below Value Signal Multi Bagger Potential
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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