Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?
Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.
Insider Monkey Blog
Muse AI Agent Stock Portfolio: 2 Non-AI Stock Picks You Should Not Miss
Note: The stock trades in this article come from Rallies Arena, an account on X (@ralliesarena) that runs the Rallies AI Stock Market Arena, an experiment where AI models manage...
2 Stocks Trump Bought in July Are Now Down 17% to 20%. Time to Buy?
President Donald Trump's latest financial disclosure, released on Sept. 22, shows more than 1,100 trades made on his behalf in July.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Armstrong World Industries (AWI): A Pure-Play Leader in Non-Residential Ceiling Systems
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Demand Stabilization Fuels Charles River Laboratories International’s (CRL) Recovery
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
MKS (MKSI) Gains on Rising AI Semiconductor Demand
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
What Makes Tetra Tech (TTEK) a Bullish Bet?
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Heavy 2025–2026 Investments Position Ryman Hospitality Properties (RHP) for Fundamental Acceleration in 2027
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Cooke & Bieler Mid Cap Value Equity Strategy’s Q2 2026 Investor Letter
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” U.S.
Silicon Motion Technology Corporation (SIMO) Dominates Consumer Controller Market Amid Competitor Exit
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
Astera Labs (ALAB) is Powering High-Speed Connectivity for AI Data Centers
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
Disciplined Deleveraging and High-Value Contracts Support Amentum Holdings’ (AMTM) Long-Term Outlook
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
How Airline Strain Accelerates FTAI Aviation Ltd.’s (FTAI) Growth
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
AMG Frontier Small Cap Growth Fund’s Q2 2026 Investor Letter
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”.
Aerospace Recovery and Rising Defense Budgets Anchor Long-Term Outlook for Park Aerospace Corp. (PKE)
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Karman Holdings (KRMN): Proprietary Tech Drives Sustainable Revenue Growth
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
AI Cardiac Diagnostics Pioneer Sets HeartFlow (HTFL) for High-Margin Expansion
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
American Superconductor (AMSC) Positioned for Durable Growth Driven by Grid Modernization and Defense Demand
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Host Digital Letter to Shareholders
NEW YORK, NY, September 29th, 2026, FinanceWire Host Digital Inc.
ZenaTech Reports 425% First Half and 316% Second-Quarter Year-Over-Year Revenue Growth as Drone as a Service Segment Continues to Scale
VANCOUVER, British Columbia, September 29th, 2026, FinanceWire Company delivers its seventh consecutive quarter of revenue growth, advances defense product portfolio, and joins...
Selkirk Copper Drills 9.3% Cu, 7.4 g/t Au and 54.9 g/t Ag (15.1% CuEq) over 5.4 Metres at Minto North as Part of the Ongoing Phase 2 Drill Program
Vancouver, British Columbia, September 29th, 2026, FinanceWire Highlights Step-out drilling at Minto North intersected high-grade mineralization at the southern margin of this...
Elevated Expectations Weigh on Guidewire (GWRE)
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Xometry (XMTR): AI-Enabled Marketplace Scaling Drives Revenue Surge and Profitability
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Warby Parker (WRBY): Early-Stage Category Leader with High-Yield Earnings Potential
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Fund Divests Cytek Biosciences (CTKB) Following Revenue Slowdown and Declining Profitability
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
DoubleVerify (DV) Sold Following Macro Pressures, Increased Competition, and AI Uncertainty
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Taiwan Semiconductor Expansion and Data Center Demand Power Pinnacle West Capital Corp (PNW)
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...
Weak Results and Missouri Weather Normalization Concerns Weigh on Spire (SR)
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...
Accelerating Growth Drives Another Beat-and-Raise Quarter for Iron Mountain (IRM)
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...
Chevron (CVX): Is the Recent Decline a Temporary Setback or a Long-Term Opportunity?
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...
Nancy Pelosi And Bill Ackman Are Betting On The Same Two Stocks
Uber (NYSE:UBER) and Amazon (NASDAQ:AMZN) are showing up in both Nancy Pelosi's trading disclosures and Bill Ackman's Pershing Square portfolio.
Claude AI Just Bought These 2 Pharma Stocks
Note: The stock trades discussed in this article come from AI Finance Labs, an investment experiment that operates publicly viewable portfolios directed by models including Claude...
These Billionaires Were Piling Into Two Of 2026’s Worst-Performing Stocks
Intuit (NASDAQ:INTU) is down about 56% so far this year, but a look at the second quarter's 13F filings shows plenty of billionaire-led funds building positions, even as the count...
DT Midstream (DTM) Jumps on Rising Demand in Key Data Centre Markets
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...
Reaves Dividend Income Strategy’s Q2 2026 Investor Letter
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...
STARTRADER Raises Lloyd’s of London Client Fund Insurance to USD 30 Million in Aggregate
Port Louis, Mauritius, September 29th, 2026, FinanceWire The aggregate cover increases thirtyfold from USD 1 million, applies to available balances and open positions in the event...
Amaze Holdings (NYSE: AMZE) Executes Binding LOI to Acquire BullionFX | Alchemy, a Decentralized Gold-Backed Financial Ecosystem Valued at US$155 Million
NEWPORT BEACH, California, September 29th, 2026, FinanceWire Proposed acquisition would bring a gold-backed decentralized financial ecosystem, including decentralized financial...
Companies From Uranium Mining to Fusion Meet Institutional Investors at the Inaugural ROTH Emerging Nuclear Technology Conference
Keynote, Fireside Chat, Lunch Panel and a Full Day of Investor Meetings at 1 Hotel Central Park in New York City, October 1 Uranium Mining, Fuel Cycle, Small Modular Reactors, ...
Jim Cramer Can’t Stop Gushing About This AI Security Stock – But Can It Retain Customers?
While cybersecurity is a sector that Jim Cramer has been increasingly bullish on for more than a year, primarily due to AI generated tailwinds, Okta, Inc.
TotalEnergies (TTE) Raises Buybacks as It Makes a Bigger Post-2030 Growth Bet
TotalEnergies SE (NYSE:TTE) is increasing shareholder returns while making a larger bet on production growth beyond 2030, putting its capital allocation strategy at the center...
TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate
BMO Cuts Target as Aerospace Demand Holds TransDigm Group Incorporated (NYSE:TDG) is heading into the final quarter of fiscal 2026 with solid operating momentum, although analysts...
Coinbase Global (COIN): New Growth Engines, Same Old Trading Fee Pressure
Coinbase Global, Inc.
Uber (UBER) Has a Growing Insurance Bill. Is Cash Flow Keeping Up?
Uber Technologies, Inc. (NYSE:UBER) is generating more operating cash while carrying a larger insurance obligation.
Walmart (WMT) Delivers Forgotten Groceries Fast. Can Small Orders Make Money?
Walmart Inc. (NASDAQ:WMT) reported roughly 40% growth in U.S. store-fulfilled delivery in its fiscal second-quarter results released August 20.
Boeing (BA) Is Generating Cash Again. How Much Comes From Future Deliveries?
The Boeing Company (NYSE:BA) generated $1.185 billion in operating cash during the first half of 2026, compared with a $1.389 billion outflow a year earlier.
Paychex (PAYX): The Segment Mix Shift Caught the Street Off Guard, But Guidance Did Not Move
Paychex, Inc. (NASDAQ:PAYX) fiscal 2027 first-quarter revenue rose 6% to $1.6 billion, and adjusted EPS grew 10% to $1.34, both ahead of expectations.
Disney (DIS) Pays for the Playoffs. What Happens When Series End Early?
The Walt Disney Company (NYSE:DIS) reported fiscal third-quarter 2026 Sports revenue of $4.5 billion, up 4%, while segment operating income fell 17% to $858 million.
Costco (COST) Collects More Membership Fees. How Much Does It Give Back?
Costco Wholesale Corporation (NASDAQ:COST) increased membership income in fiscal 2026, but rewarding loyal shoppers carries a cost elsewhere in its accounts.
Intel (INTC) Shared Its Factory Bill. Did It Give Up Too Much Flexibility?
Intel Corporation (NASDAQ:INTC) found a partner to help pay for its Arizona chip factories, but accepted constraints on how it operates them.
Hedge Fund Resource Center
