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
AI Compute Expansion and Memory Shortages Extend Applied Materials’ (AMAT) Growth Runway
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Centene (CNC): Pricing Actions and Profit Stabilization Drive Earnings Recovery
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Cambiar Opportunity Fund’s Q2 2026 Investor Letter
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. U.S.
Centene Corporation (CNC) Jumped on Beat-and-Raise Earnings Quarter
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Sharply Reduced Earnings Outlook Sends Primoris Services Corp (PRIM) Shares Tumbling
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Automotive and Industrial Demand Recovery Fuels Jabil’s (JBL) Ongoing Momentum
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Fox Corporation (FOXA) Plunged Following Roku Acquisition Announcement
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
The Strategic Financial Case for BioMarin Pharmaceutical (BMRN)
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Leaner Operations and Improving Dental Demand Position Envista Holdings Corp. (NVST) for Multi-Year Growth
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Venture Global (VG) Positions to Capture Global Market Share Amid Tightening LNG Supply
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Branded Medicines and Pipeline Successes Drive Teva Pharmaceutical Industries’ (TEVA) Margin Expansion
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
This Fund Exited FedEx Corp. (FDX) Due to Dense Market Integration Challenges
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Despite Heavy Hedge Fund Support, Why Sellas Life Sciences (SLS) Fell 16.6% in Q3
Shares of Sellas Life Sciences Group Inc.
What is Johnson & Johnson’s (JNJ) Economic Moat, and is it Widening or Narrowing?
Johnson & Johnson (NYSE:JNJ) closed at $264.74 on September 30, almost 43% higher than a year ago and within a few percent of its record.
What is eBay’s (EBAY) Economic Moat, and is it Widening or Narrowing?
eBay Inc. (NASDAQ:EBAY) closed at $106.05 on September 30, more than 16% higher than a year ago.
Is Best Buy’s (BBY) Moat Narrowing as Electronics Move Online for Good?
Best Buy Co., Inc. (NYSE:BBY) closed at $88.24 on September 30, up almost 17% over twelve months and close to its highest level in a year.
Synopsys (SNPS) vs Cadence (CDNS): Which is a Better Stock to Buy?
Synopsys, Inc. (NASDAQ:SNPS) and Cadence Design Systems, Inc. (NASDAQ:CDNS) between them supply almost all of the software used to design advanced chips.
Niagen Bioscience (NAGE): Can Its NAD+ Business Drive the Next Leg of Growth?
Gabelli Investment Management Firm recently released its "Mini Mites Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
E.W. Scripps (SSP): Could Political Ad Spending Spark a Recovery?
Gabelli Investment Management Firm recently released its "Mini Mites Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Monro (MNRO): Could a Strategic Sale Unlock More Value for Investors?
Gabelli Investment Management Firm recently released its "Mini Mites Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Madison Square Garden Sports (MSGS): Why the Knicks and Rangers Could Drive Long-Term Value
Gabelli Investment Management Firm recently released its "Value 25 Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Newmont (NEM): Why Investors Are Watching Its Free Cash Flow and Capital Returns
Gabelli Investment Management Firm recently released its "Value 25 Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Telephone and Data Systems (TDS): Can Fiber Growth and Buybacks Drive the Stock?
Gabelli Investment Management Firm recently released its "Value 25 Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Still Sees Value in HubSpot Inc. (HUBS)
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why The Kroger Co. (KKR) Was a Top Detractor for Gabelli
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Waited Before Investing in Intel Corporation (INTC)
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Bought Microsoft Corporation (MSFT) Near Its 52-Week Lows
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Owns EchoStar Corp. (ECHO) for Its SpaceX Exposure
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Arcosa Inc. (ACA) Offers a Merger Arbitrage Opportunity
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Toyota Motor Corporation (TM) Was Hit by U.S. Tariffs
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
How Synaptics Buyout Shifted ON Semiconductor Corp.’s (ON) Trajectory?
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
TCW Relative Value Mid Cap Fund’s Q2 2026 Investor Letter
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”.
American Century Exited The Timken Company (TKR) Amid Industrial Cycle Concerns
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Avis Contract Termination and Lowered Guidance Pressure Verra Mobility Corporation (VRRM)
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Vontier Corporation’s (VNT) Earnings Resilience and Steady Share Repurchases Prompt Bullish Entry
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Cardinal Infrastructure Group (CDNL): Disciplined Execution on Consolidation Strategy Creates Attractive Revenue Runway
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Axcelis Technologies (ACLS) Capitalizes on Accelerating AI and Power Semiconductor CapEx
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Unicycive Therapeutics Announces Resubmission of New Drug Application for Oxylanthanum Carbonate
Resubmission of NDA includes Chemistry, Manufacturing, and Controls (CMC) data from a new drug product manufacturing vendor The resubmission package includes 12 months of OLC ...
Gas Price Decline and Hedging Losses Pressure Northern Oil and Gas (NOG)
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” ...
American Century Sees Kulicke and Soffa Industries (KLIC) as a Semiconductor Growth Opportunity
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” ...
AI Driven Advertising Growth Fuels Entravision Communications (EVC) Shares Strong Performance
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” ...
American Century Investments Small Cap Value Fund’s Q2 2026 Investor Letter
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund." ...
A $5.8B Cancer Market Opportunity Is Emerging — Why GA-Courtenay Favors ImmunityBio (IBRX)
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
SpaceX (SPCX) Benefits From Strong Growth, Limited Selling Pressure and Expanding Demand
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
Billionaires Love These 2 Dividend Kings
Amid inflation worries and concerns about an AI bubble, investors are looking for safe and reliable dividend plays.
This Fund Sees EchoStar (ECHO) as a Special Situation With Embedded SpaceX Upside
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
President Trump and Billionaires Were Selling These 2 Stocks
President Trump's latest disclosures show he sold shares of Walt Disney (NYSE:DIS) and Rockwell Automation (NYSE:ROK) in July, and did not buy either stock.
GA-Courtenay Special Situations Fund’s Q2 2026 Investor Letter
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
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