Visa (V) Remains a Key Player Powering Global Digital Payments Growth
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
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How S&P Global (SPGI) Maintains Its Stronghold in the Global Credit Ratings Market?
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Moody’s Corporation (MCO) Benefits from Near-Monopoly Status in Global Credit Ratings
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Amphenol Corporation (APH) is Seeing Explosive Growth Fueled by AI Data Center Demand
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Why Amazon.com (AMZN) Continues to Strengthen Its E-Commerce and Cloud Dominance
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
HEICO Corporation (HEI) is Capitalizing on Aerospace Supply Chain Constraints and Rising Maintenance Demand
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Mastercard Incorporated (MA) Is a Core Holding for Long-Term Growth Investors
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Aon plc (AON) Stands Out as a Low-Risk Insurance Play
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
How Microsoft's (MSFT) OpenAI Partnership Is Bringing in a New Wave of Customers
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Berkshire Hathaway (BRK.B) Enters a New Era as Leadership Transitions Beyond Warren Buffett
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Veeva Systems (VEEV) Reiterated Confidence in Achieving Its 2030 Financial Targets
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter.
Here’s Why Cencora (COR) Shares Rose 8% in Q4
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter.
Carpenter Technology Corp. (CRS) Benefitted from Strong Results and Better-Than- Expected Forward Guidance
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter.
Interactive Brokers Group (IBKR) Shares Fell by -6% in Q4
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter.
TPG (TPG) Gained from the Demand For Its Flagship Private Equity Strategies
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter.
Here’s Why Diamond Hill Mid Cap Strategy Sold Lear Corp (LEA) in Q4
Diamond Hill Capital, an investment management company, released its “Mid Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Cheniere Energy (LNG) Slid by 17%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Verisk Analytics (VRSK) Shares Retreated by 11% in Q4. Here’s Why
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of HubSpot (HUBS)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why TimesSquare Capital Management U.S. Focus Growth Strategy’s Bet on Karman Holdings. (KRMN)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Strong Results Lifted Amphenol Corp. (APH) by 9%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
EMCOR Group (EME) Shares Pulled Back Due to the Strong Performance of a Competitor
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
TimesSquare Capital Management U.S. Focus Growth Strategy’s New Addition: Performance Food Group Co. (PFGC)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Higher Operating Expenses Weighed on O’Reilly Automotive (ORLY)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
TimesSquare Capital Management U.S. Focus Growth Strategy’s Q4 2025 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter.
IAC Spinoff of Angi (ANGI) in 2025
Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter for “Longleaf Partners Global Fund”. A copy of the letter can be downloaded here.
Longleaf Partners Global Fund Increased Its Stake in Avantor (AVTR)
Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter for “Longleaf Partners Global Fund”. A copy of the letter can be downloaded here.
Disappointing Results Hurt Bio-Rad Laboratories, Inc. (BIO)
Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter for “Longleaf Partners Global Fund”. A copy of the letter can be downloaded here.
Longleaf Partners Global Fund’s Updates on MGM Resorts (MGM)
Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter for “Longleaf Partners Global Fund”. A copy of the letter can be downloaded here.
Tenon Medical, Inc. (NASDAQ:TNON) Q4 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Tenon Medical Fourth Quarter and Full Year 2025 Financial Results and Corporate Update Conference Call. As a reminder, this call is being recorded.
Taysha Gene Therapies, Inc. (NASDAQ:TSHA) Q4 2025 Earnings Call Transcript
Taysha Gene Therapies, Inc. (NASDAQ:TSHA) Q4 2025 Earnings Call Transcript March 19, 2026Taysha Gene Therapies, Inc. beats earnings expectations.
Solo Brands, Inc. (NYSE:DTC) Q4 2025 Earnings Call Transcript
Operator: Good morning, everyone, and welcome to the Solo Brands, Inc. Fourth Quarter and Full Year 2025 Financial Results Conference Call. All participants will be in a listen-only mode.
Chicago Atlantic BDC, Inc. (NASDAQ:LIEN) Q4 2025 Earnings Call Transcript
Operator: Good day. And welcome to the Chicago Atlantic BDC, Inc. Fourth Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.
Movado Group, Inc. (NYSE:MOV) Q4 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Movado Group, Inc. Fourth Quarter 2026 Earnings Conference Call.
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