Coca-Cola (KO): President Donald Trump's Favorite Dividend Stock Pick
Trump isn’t the only fan. A total of 76 elite hedge funds in Insider Monkey’s proprietary database had stakes in the company as of the end of the first quarter.
Shattering the Ceiling: The Select Few Stocks That Blew Past Wall Street Estimates Yesterday
More than 100 companies released quarterly earnings reports yesterday, providing investors with another broad snapshot of corporate America during the peak of the second-quarter earnings season.
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Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Vontier Corporation (VNT) Looks Undervalued After an Overdone Selloff
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026. A copy of the letter can be downloaded here.
Ultra Clean Holdings (UCTT) Surged on Strong Results and Improving Semiconductor Spending
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026. A copy of the letter can be downloaded here.
Orthofix Medical (OFIX) Looks Attractive After CMS Reversed Its Reimbursement
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026. A copy of the letter can be downloaded here.
Artisan Small Cap Fund’s Q2 2026 Investor Letter
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Small Cap Fund”.
Ariel Funds’ Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Ariel Fund" Q2 2026 investor letter.
Advanced Micro Devices’ (AMD) Returns Validate the Investment Thesis
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here.
White Falcon Capital Management’s Q2 2026 Investor Letter
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter.
Key Catalysts Behind Salesforce's (CRM) Compelling Outlook
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Does Mispricing Offer Opportunity in Mastercard (MA)?
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Is Visa (V) an Overlooked Opportunity?
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Montaka Global Investments’ Q2 2026 Investor Letter
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter.
Jim Cramer Highlights Strong Travel Numbers as Fuel for American Express
On July 21, during CNBC’s Mad Money program, host Jim Cramer used the daily chart analysis by options trader Bob Lang, founder of Explosive Options, to examine American Express Company (NYSE:AXP).
Temporary Concerns Present Entry Point in Zoetis (ZTS)
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Moon Capital Management Exited DaVita (DVA) with 174% total Return
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Moon Capital Management’s Q2 2026 Investor Letter
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter.
An Analysis of SAP SE (SAP) in the AI Transition Era
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Meta Platforms (META) Strengthens Ad Platform Through Heavy AI Investments
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
STARTRADER Launches SKHY as SK Hynix Makes US Market Debut
STARTRADER today announced the launch of SK Hynix Inc. (SKHY) as a US Stock CFD on its trading platform, available from July 22, 2026.
Ironvine Capital Partners’ Q2 2026 Investor Letter
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter.
Amphenol Corp (APH), a High-Quality Company, Strengthens From AI Infrastructure Buildout
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
Mastercard (NYSE:MA): Jim Cramer’s "Tech Company in Bank Clothing"
During the July 21 episode of CNBC’s Mad Money, host Jim Cramer reviewed Mastercard Incorporated (NYSE:MA) using options trader Bob Lang’s analysis of the daily chart of the stock.
Cavco Industries (CVCO) Maintains Dominance in a Concentrated Industry
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
Fastenal Company (FAST) Gains from Reshoring Trends and AI Infrastructure Buildout
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
Brasada Capital Management’s Q2 2026 Investor Letter
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter.
Jim Cramer Highlights Visa (V) as Consumer Credit Demand Soars
During the Tuesday episode of Mad Money, host Jim Cramer discussed the major credit card networks as he noted that consumer spending remains resilient.
Here’s Why Accenture (ACN) is Struggling
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
What Makes EMCOR (EME) an Investment Choice?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Will Costco (COST) be Able to Continue High Dividend Growth?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Howmet Aerospace (HWM) Positions to Benefit from Prudent Capital Allocation
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Bristol Gate US Equity Strategy: W.R. Berkley (WRB) Offers Ballast to the Portfolio
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Generative AI Disruption Fears Hurt Intuit (INTU)
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Here’s the Investment Thesis for Celestica (CLS)
Deep Sail Capital Partners, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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