Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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Here’s Why the Strategy Exits Boston Omaha Corp. (BOC)
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Thermo Fisher Scientific (TMO) is Positioned for Resurgence
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. You can download the letter here. U.S.
Should You Be Bullish on Tyler Technologies (TYL)?
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. You can download the letter here. U.S.
Fenimore Value Strategy’s Q2 2026 Investor Letter
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.
What Makes Ryan Specialty Holdings (RYAN) an Attractive Opportunity?
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Accenture (ACN) Positioned to Sustain Its Long-Term Competitive Position
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Here’s Why Aristotle International Equity Fund Exited Unilever (UL)
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Magnum Ice Cream (MICC): Standalone Structure Enables Exclusive Focus on Frozen Desserts
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Aristotle International Equity Fund’s Q2 2026 Investor Letter
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter.
Here’s Why the Fund Exits Dolby Laboratories (DLB)
Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Strategic Asset Base Positions Martin Marietta (MLM) for Long-Term Growth
Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Aristotle/Saul Global Equity Fund’s Q2 2026 Investor Letter
Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter.
AI Disruption Fears Overshadow Strong Results at ExlService Holdings (EXLS)
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
SiteOne Landscape Supply’s (SITE) Soft First Quarter Is a Seasonal Feature, Not a Flaw
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Fenimore Small Cap Strategy’s Q2 2026 Investor Letter
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.
Do You Think Dycom Industries (DY) is Trading at a Discount?
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Equity Overhang Weighs on Constellation Energy (CEG) Despite Solid Core Fundamentals
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Weather-Related Production Disruptions Weigh on Cameco (CCJ)
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Marathon Petroleum’s (MPC) Pivotal Role in the Evolving LNG Supply Chain
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Should You Be Optimistic on Cheniere Energy’s (LNG) Long-Term Outlook
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Here’s Why Baron Capital is Bullish on Iron Mountain (IRM)
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Host Hotels (HST) Positioned to Benefit from Rising Demand for Upscale Lodging
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Here’s Why Baron Capital Reacquired BXP (BXP)
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Jim Cramer on Energy Transfer (ET): “Buy, Buy, Buy”
On September 14, during the lightning round of Mad Money, a caller asked if they should be concerned about Energy Transfer LP (NYSE:ET) moving its primary stock listing from the...
Standout Earnings Report Lifted Pebblebrook Hotel Trust (PEB) in Q2
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Jim Cramer on Reformation (REF): “It Should Be Higher Than It Is”
During the lightning round of the September 14 episode of Mad Money, a caller asked if Reformation Inc.
Jim Cramer Notes RTX Faces Valuation Pressure as Rates Rise
A caller asked what was going on with RTX Corporation (NYSE:RTX) during the September 16 episode of Mad Money. In response, Jim Cramer said: Okay, here's what's happening.
Jim Cramer on Gemini Space Station (GEMI): “I Would Keep It as Your Spec”
During the September 14 episode of Mad Money, a caller with a five-year time horizon asked whether to add to the position purchased at $26 or sell Gemini Space Station, Inc.
Jim Cramer Says Hewlett Packard Enterprise (HPE) Has the “Horses” but Remains a Dell (DELL) “Fan”
Toward the end of the lightning round on September 14, when a caller inquired about Hewlett Packard Enterprise Company (NYSE:HPE), Mad Money host Jim Cramer said: Neri's good.
Jim Cramer on Lyft (LYFT): “We’ve Seen a Pretty Impressive Turnaround Here”
During the September 14 episode of Mad Money, Jim Cramer discussed the market action surrounding Lyft, Inc.
Weyerhaeuser (WY) Could Benefit From Its Timberland Base and a U.S. Housing Rebound
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Jim Cramer Compares Aveanna Healthcare (AVAH) With Hinge Health (HNGE)
A caller asked for Jim Cramer’s long-term thoughts on Aveanna Healthcare Holdings Inc. (NASDAQ:AVAH) during the lightning round of the September 14 episode of Mad Money.
Saudi Arabia’s $5.75 Billion Potential Arms Sales: What It Means for Boeing and Honeywell Aerospace
The State Department’s approval of two potential arms sales to Saudi Arabia totaling $5.75 billion, including JDAM-ER munitions and AGT-1500 tank engines, offers a modest but...
CACI’s (CACI) New CENTCOM Contract Arrives With Some Fine Print
On September 16, CACI International Inc.
Healthpeak (DOC) Turns Portfolio Sales Into Fatter 2026 Guidance
On August 4, Healthpeak Properties (NYSE:DOC) reported second-quarter results and raised its full-year 2026 guidance for the second time this year.
Equitable (EQH) Just Put Bitcoin Inside a Retirement Annuity
On September 2, Equitable Holdings (NYSE:EQH) added the industry's first bitcoin-linked investment option to a registered index-linked annuity, a striking move for products built...
Somnigroup (SGI) Just Closed A Deal That Reshapes Its Entire Supply Chain
On August 26, Somnigroup International (NYSE:SGI) completed its combination with Leggett & Platt, folding a components manufacturer with nearly 140 years of history into a bedding...
Hyatt (H) And Delta Just Struck A Deal Wall Street Ignored
On September 9, Hyatt Hotels Corporation (NYSE:H) and Delta Air Lines announced a long-term loyalty partnership that will let elite members earn World of Hyatt points on qualifying...
DigitalOcean’s (DOCN) $725M Bet On AI’s Next Wave
On September 10, DigitalOcean Holdings (NYSE:DOCN) secured a $725 million equipment finance facility to fund the GPU and CPU capacity its AI-Native Cloud business needs.
Emera’s (EMA) Big Growth Promise Meets A Rockier Quarter
On August 7, Emera (NYSE:EMA) reported second-quarter results that read two different ways depending on which line you look at.
Kimco Realty’s (KIM) Occupancy Record Comes With A Bigger Dividend
On August 4, Kimco Realty (NYSE:KIM) reported second quarter results that pushed portfolio occupancy to an all time high of 96.4% and small shop occupancy to a record 92.9%.
Neurocrine’s (NBIX) Data Deluge Reshapes A Familiar Growth Story
On August 12, Neurocrine Biosciences (NASDAQ:NBIX) published something unusual for a psychiatric drug: proof that patients feel the difference, not just that a clinician's scale...
Viper Energy (VNOM) Trades A Bigger Payout For More Flexibility
On August 3, Viper Energy (NASDAQ:VNOM) reported second-quarter results that showed production and profit climbing sharply from a year earlier, and used the moment to rewrite ...
Lattice Semiconductor (LSCC) Debuts Mach-N2 FPGA Family to Secure Next-Gen Infrastructure
On September 16, Lattice Semiconductor (NASDAQ:LSCC) rolled out its Mach-N2 FPGA family, a chip line built specifically to guard the control systems inside servers, network gear...
A GAAP Loss Masks What Corebridge (CRBG) Actually Earned This Quarter
On August 4, Corebridge Financial (NYSE:CRBG) posted second-quarter numbers, for the period ended June 30, that read like two different companies at once.
RB Global’s (RBA) Earnings Jump While Its Take Rate Shrinks
On August 4, RB Global (NYSE:RBA) reported results for the three months ended June 30, and the numbers on the surface look almost too good.
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