Hedge Fund Investor Letters Q1 2026
We will be sharing Q1 2026 hedge fund investor letters in this article.
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What Offers Centene Corporation (CNC) an Attractive Growth Outlook?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q4 2025 investor letter.
Oakmark Equity and Income Fund’s Q1 2026 Investor Letter
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q4 2025 investor letter.
Do You Believe in the Long-Term Growth Potential of Marsh & McLennan Companies (MRSH)?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
$1.2Bn Revenue: Gurhan Kiziloz's Nexus International Takes Aim at Flutter & Bet365
Speed is the most celebrated advantage in business. Move fast, break things, iterate, ship. The language of velocity dominates founder culture. But speed has a price.
Oakmark Fund Picks Roper Technologies (ROP) on Varied Growth Drivers
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
Accenture (ACN) is Trading at a Low Valuation Multiple Despite Strong Fundamentals
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
Strategic Mix Led Oakmark Fund’s Sysco Corporation (SYY) Addition
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
Is Synchrony Financial (SYF) an Underappreciated Stock?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
What Gives Netflix (NFLX) a Valuable Moat?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
Salesforce (CRM) Traded Lower Due to Market Fears Over AI Disruption
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
What Makes Adobe (ADBE) a Valuable Investment Choice?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
Oakmark Fund’s Q1 2026 Investor Letter
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter.
Here’s Why Oakmark Funds Established a Position in Coupang (CPNG)
Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” first-quarter 2026 investor letter.
Here’s What Boosts SAP SE’s (SAP) Growth and Reduces Costs
Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” first-quarter 2026 investor letter.
Oakmark International Fund’s Q1 2026 Investor Letter
Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” first-quarter 2026 investor letter.
Booking Holding (BKNG) Holds Enduring Profitability in the Travel Industry
Vltava Fund's Q1 2026 letter, titled “Sport and Investing,” compares sports and investing, highlighting key market themes. A copy of the letter is available to download here.
Here’s Why Vltava Fund Decided to Realize Profit on United Rentals (URI)
Vltava Fund's Q1 2026 letter, titled “Sport and Investing,” compares sports and investing, highlighting key market themes. A copy of the letter is available to download here.
Vltava Fund Sold Novo Nordisk (NVO) on Fear of Deteriorating Financial Outlook
Vltava Fund's Q1 2026 letter, titled “Sport and Investing,” compares sports and investing, highlighting key market themes. A copy of the letter is available to download here.
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Brad Gerstner of Altimeter has been one of the most vocal bulls on the AI boom, having consistently rejected Wall Street’s skepticism on valuations and bubble fears.
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Vltava Fund's Q1 2026 Investor Letter
Vltava Fund's Q1 2026 letter, titled “Sport and Investing,” compares sports and investing, highlighting key market themes. January focused on artificial intelligence, followed by the Iran war.
Here’s Why JDP Capital Management Exited Its Position in Caesars Entertainment (CZR)
JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Mercado Libre (MELI) a Classic Survivor & Thriver Business?
JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
JDP Capital Management’s Q1 2026 Investor Letter
JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first-quarter 2026 investor letter.
Mar Vista U.S. Quality Strategy Picks QXO Incorporated (QXO) Backed by Varied Growth Drivers
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” first-quarter 2026 investor letter.
Mar Vista U.S. Quality Strategy Sold SAP SE (SAP) Due to the Increased Risk of AI Disruption
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” first-quarter 2026 investor letter.
Beam Global (NASDAQ:BEEM) Q4 2025 Earnings Call Transcript
Operator: Good afternoon, and welcome to the Beam Global 2025 Year-End Operating Results Conference Call. [Operator Instructions] Please note, this event is being recorded.
Fastenal Company (NASDAQ:FAST) Q1 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the Fastenal Company 2026 Q1 Earnings Results Conference Call. At this time, all participants are in a listen-only mode.
The Goldman Sachs Group, Inc. (NYSE:GS) Q1 2026 Earnings Call Transcript
Operator: Good morning. My name is Katie, and I will be your conference facilitator today. I would like to welcome everyone to the Goldman Sachs First Quarter 2026 Earnings Conference Call.
Marti Technologies, Inc. (AMEX:MRT) Q4 2025 Earnings Call Transcript
Marti Technologies, Inc. (AMEX:MRT) Q4 2025 Earnings Call Transcript April 13, 2026Marti Technologies, Inc. reports earnings inline with expectations.
Sify Technologies Limited (NASDAQ:SIFY) Q4 2026 Earnings Call Transcript
Operator: Good day, ladies and gentlemen, and welcome to the Sify Technologies financial results for full year 2025-'26. [Operator Instructions] And please note, this call is being recorded.
FRP Holdings, Inc. (NASDAQ:FRPH) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the FRP Holdings, Inc. Fourth Quarter 2025 Conference Call.
Walmart Inc. (WMT) a Top Consumer Defensive Stock Experiencing Robust Growth
Walmart Inc. (NYSE:WMT) is one of the top consumer defensive stocks to buy now. On April 2, Erste Group upgraded Walmart Inc.
What’s Behind Mixed Ratings on PepsiCo, Inc. (PEP) in Wall Street
PepsiCo stock (NASDAQ:PEP) is one of the top consumer defensive stocks to buy now.
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