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Hedge Fund Investor Letters

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Grey Owl Sees Large Upside For 3 High-Yield REITs; Bullish On 2 Other Stocks

Grey Owl Capital Management is a value-oriented investment management firm founded in May 2009. The fund, which is located in Falls Church, Virginia,......(read more)
Oracle ORCL

Vulcan Value Partners Talks Oracle (ORCL)’s Value, Plus New Positions in McKesson (MCK), Qorvo (QRVO), More

Vulcan Value Partners, Llc is a Birmingham-based hedge fund. The fund invests in publicly-traded companies using a long-term investment horizon. The fund......(read more)
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Mittleman Brothers Still Not Impressed By AMC’s Carmike (CKEC) Offer, Scores Big With Revlon (REV), IGT

Mittleman Brothers is a New York-based hedge fund, which has a US equity portfolio worth $220 million as of the end of September. The fund managed around......(read more)
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FPA Capital Urges Extreme Caution, Talks Arrow Electronics (ARW), Avnet (AVT), Others

While the equity markets are currently trading at their multi-year highs and most market participants expect them to soar even higher, the fund managers......(read more)
Jay Petschek - Corsair Capital

Corsair Capital Talks REIT Mega-Merger, Voya Financial (VOYA), Olin (OLN), More

Jay Petschek and Steven Major’s Corsair Capital Management is a New York-based hedge fund that was founded in 2002. The fund was up by 2.5% during......(read more)
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Ariel Focus Fund Adds Tiffany (TIF), Likes KKR (KKR), Exxon Mobil (XOM), More

John W. Rogers‘ Ariel Investments is an Illinois-based investment manager that specializes in small-cap and mid-cap stocks. It follows a value-based......(read more)
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Thornburg Betting On Rising Interest Rates, Grows Bearish On Tesla, Likes Netflix

Thornburg Investment Management is a U.S-based investment manager that has an asset base of around $55 billion across a range of different funds. In terms......(read more)
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Mairs & Power Adds Alphabet (GOOGL), Thinks Wells Fargo (WFC) Has Been Overly Punished

Mairs & Power is a Minnesota-based hedge fund with $4.32 billion worth of assets invested in 52 holdings in its U.S. public equity portfolio. In its......(read more)
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Hedge Fund Managers Discuss Shorting Viasat (VSAT), 2U (TWOU), Long Positions in Microsoft (MSFT), Others

Large hedge funds are required to disclose all of their long stakes in U.S.-traded securities once per quarter. While that data can be useful in and of......(read more)
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Berkshire Talks Apple, Bill Miller Thinks Valeant Could Double, Plus Hedge Fund Commentary on 3 Other Stocks

Evaluating market sentiment and paying attention to what prominent players on Wall Street think about a stock could play a vital role in making an investment......(read more)
Greenlight Capital

Three Tech Giants and a “Mother Fracker”: Recap of Billionaire David Einhorn’s Top Short Bets

Billionaire David Einhorn and his fund, Greenlight Capital, are among the most watched on Wall Street, mainly due to their stellar returns, which amounted......(read more)
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Hedge Funds Lay Out Bullish Cases for Tyson Foods, Credit Acceptance Corp, and More

Given that the third quarter is in the rear view mirror, a number of elite funds have released their latest investor letters. Among the sea of information......(read more)
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Sui Generis Lays Out Bearish Oil Price Thesis

Although industry fundamentals have markedly improved and crude prices have soared since February, there are still some energy bears. Given that it’......(read more)
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Polaris Capital Posts Strong Q3, Talks JM Smucker, IGT, More

Bernard Horn‘s Polaris Capital Management LLC is a value investment management firm, which holds a well-diversified portfolio of global equity products......(read more)
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Highlights From Third Avenue’s Investor Letters

Third Avenue Management is a New York-based investment fund that uses a deep value investing strategy for stock selection. The fund was founded by Martin......(read more)
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Vilas Capital Shorting “Massively Overvalued” Tesla Stock; Likes Ford, Honda, More

Seeing as how the third quarter is in the rear-view mirror, many hedge funds have released their latest investor letters to describe their performance......(read more)
Mason Hawkins

Billionaire Says High Beta Stocks Are The Cheapest In The Market

Longleaf Partners Funds, the suite of funds managed by billionaire Mason Hawkins‘ Southeastern Asset Management, recently released its shareholder......(read more)