Zegna’s (ZGN) Direct Sales Surge Can’t Fully Offset A Messier Profit
On September 3, Ermenegildo Zegna Group (NYSE:ZGN) reported first-half revenues of €987.3 million, up 6.4% year over year and 9.3% on an organic basis.
Insider Monkey Blog
Revolution Med (RVMD) Priced Rasonque at $39,800 per 30-Day Supply. Can Access Match the Clinical Breakthrough?
Revolution Medicines, Inc. (NASDAQ:RVMD) received FDA approval for Rasonque, or daraxonrasib, following an expedited review.
Hormel (HRL) Expanded Adjusted Operating Margin Despite a Volume Decline. Can Cost Savings Carry the Turnaround?
Hormel Foods Corporation (NYSE:HRL) reported fiscal third-quarter sales of $2.96 billion, down 2.4%, as volume declined 7.4% and organic net sales fell 1.7%.
Murphy Oil (MUR) Strikes Black Gold While Profits Multiply Tenfold
On August 5, Murphy Oil Corporation (NYSE:MUR) reported second-quarter results that showed the company hitting on nearly every cylinder at once.
Science Applications (SAIC) Grew Revenue 6% but Posted a 0.6 Book-to-Bill Ratio. Is the $22B Backlog Enough?
Science Applications International Corporation (NASDAQ:SAIC) reported second-quarter fiscal 2027 revenue of $1.88 billion, up 6.3% year over year.
GameStop (GME) Plans to Use $358M of Cash to Reduce Dilution in Its Note Exchange. Is Liquidity Being Put to Better Use?
GameStop Corp. (NYSE:GME) amended its agreement to exchange approximately $1.4 billion of convertible senior notes due in 2030 and 2032.
Salesforce (CRM) Grew Agentforce and Data 360 ARR More Than 200%. Is AI Finally Becoming Material to Growth?
Salesforce, Inc. (NYSE:CRM) reported fiscal 2027 second-quarter revenue of $11.345 billion, up 11% year over year.
Aon (AON) is Paying $17B for USI. Can $395M of Synergies Justify Another Debt-Funded Megadeal?
Aon plc (NYSE:AON) agreed to acquire USI Insurance Services for $17 billion in cash, subject to downward adjustments for specified leakage since June 30, 2026.
BioMarin (BMRN) Secured 20% U.S. Royalties on Yuviwel. Is Monetizing a Rival Better than Blocking It?
BioMarin Pharmaceutical Inc.
BridgeBio (BBIO) Reported Signs of Cardiac Reversal With Acoramidis. How Much Weight Should Investors Give a Completer Analysis?
BridgeBio Pharma, Inc. (NASDAQ:BBIO) is asking investors to look beyond disease stabilization in transthyretin amyloid cardiomyopathy, or ATTR-CM.
Teva (TEVA) Backed a Bid of Up to $125M in Cash Plus Assumed Liabilities for BioXcel’s Assets. Is Bankruptcy-Sale Risk Worth the At-Home Opportunity?
Teva Pharmaceuticals International GmbH, a subsidiary of Teva Pharmaceutical Industries Limited (NYSE:TEVA), agreed to serve as the stalking-horse bidder for substantially all...
Amgen (AMGN) Says Repatha Reduced Mortality Before a First Heart Attack or Stroke. Can Earlier Use Expand the Market?
Amgen Inc. (NASDAQ:AMGN) reported that Repatha reduced the risk of all-cause mortality by 20% in a prespecified secondary analysis of the Phase 3 VESALIUS-CV trial.
PU Prime Launches Australian Operations under ASIC Licence
SYDNEY, AUSTRALIA, September 4th, 2026, FinanceWire PU Prime officially launches operations in Australia through its ASIC-regulated local entity, PU Prime Trading Pty Ltd.
IUX Announces Two New Podcast Series: IUX Market Trendline and The Market Journey
Ebene Cybercity, Mauritius, September 4th, 2026, FinanceWire IUX has announced the two new podcast series, IUX Market Trendline and The Market Journey, expanding its educational...
Algonquin (AQN) is Selling its Chilean Water Stake for $126.5M. Will Simplification Improve Returns?
Algonquin Power & Utilities Corp. (NYSE:AQN) agreed to sell its approximately 64% interest in Chilean water utility Suralis S.A. to a fund managed by Toesca S.A.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Ballard Power (BLDP) Bought GeoPura at an Enterprise Value of About $400M. Can Recurring Revenue Justify the 14% Pro Forma Stake?
Ballard Power Systems Inc. (NASDAQ:BLDP) completed its acquisition of GeoPura Limited on August 28, 2026.
Energy Fuels (UUUU) Added Rare-Earth Alloy Production for About $243M. Can it Execute a Mine-to-Magnet Strategy?
Energy Fuels Inc. (NYSEAmerican:UUUU) completed its acquisition of Australian Strategic Materials, adding an operating metal and alloy business to its rare-earth portfolio.
PG&E (PCG) Sub Says California’s Wildfire Bill Leaves Financing Risk Unresolved. What Protection Is Still Missing?
Pacific Gas and Electric Company, the regulated utility subsidiary of PG&E Corporation (NYSE:PCG), said California Senate Bill 492 would improve wildfire-survivor recovery and...
Aurora Innovation (AUR) Partners with McLane Company to Launch Driverless Commercial Hauls
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S.
Acquisition Premium Injects Immediate Boost into MGM Resorts International (MGM) Shares
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S.
Robust Results and Share Repurchase Authorization Boosted ACV Auctions (ACVA)
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S.
Here’s What Pressured Intercontinental Exchange (ICE)
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S.
Southern Co (SO) Cleared PSC Review for 3.2GW of OpenAI Demand. Can Data Centers Lower Customer Bills Without Raising Grid Risk?
The Southern Company (NYSE:SO) cleared the Georgia Public Service Commission review process for Georgia Power to serve an OpenAI data center project in Effingham County, Georgia...
GLOBALFOUNDRIES (GFS) Surged on Robust CID Growth and Dividend Announcement
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S.
ONEOK (OKE) is Funding a $4.4B Acquisition With a $9B Minority Investment. Is the 7% Capped Return Attractive?
ONEOK, Inc. (NYSE:OKE) agreed to acquire Brazos Midstream’s Permian Midland Basin assets for $4.425 billion in cash.
High Capital Requirements and Operational Challenges Weighed On Chevron Corporation (CVX)
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. The letter can be downloaded here. U.S.
Meridian Hedged Equity Fund’s Q2 2026 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. U.S.
Trimble (TRMB) is Enhancing Efficiency with Advanced Operational Solutions
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S.
Meridian Contrarian Fund Cuts California Resources Corp. (CRC) in Anticipation of Downturn
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S.
PDF Solutions (PDFS): Pioneering Yield Improvement in Semiconductor Manufacturing
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S.
Analysing CEVA’s (CEVA) Growth in Neural Processing Markets
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S.
Concerns Over Defense Spending Weighed on CACI International Inc (CACI)
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S.
The Comeback Story: BlackBerry Limited’s (BB) QNX and Growth Potential
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S.
Meridian Contrarian Fund’s Q2 2026 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. U.S.
Diamond Hill Bets on BioLife Solutions’ (BLFS) High Switching Cost
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Diamond Hill Stays Focused on Silvercrest (SAMG) Despite Profitability Pressures
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Why FreightCar America (RAIL) Could Benefit as North America’s Railcar Fleet Gets Older
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Why Westend Capital’s Opted Out of the Space Exploration Technologies Corp. (SPCX) IPO
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here.
Scale, Store Footprint, and Same-Day Delivery Drive Target’s (TGT) Competitive Edge
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here.
Potential Earnings Upside Strengthens RH (RH)
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here.
Unique Payer Network Strengthens InfuSystem (INFU)
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Diamond Hill Sees Insteel (IIIN) as a Hidden Winner From Infrastructure and Data Center Growth
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Diamond Hill Sees Daktronics (DAKT) as a Turnaround Opportunity With a Strong Balance Sheet
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter.
The Bank of New York Mellon Corp. (BNY): Here’s Why Gabelli Likes This Financial Stock
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Chevron Corp. (CVX): Here’s Why Gabelli Remains Bullish on the Energy Stock
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Genuine Parts Co. (GPC): Here’s Why Gabelli Sees Value in This Auto Parts Stock
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Resource Center
