Solaris Energy (SEI) Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump
Solaris Energy Infrastructure Inc.
Insider Monkey Blog
LTC (LTC) Completed a $200M Senior-Housing Acquisition. Can Higher Operating Exposure Beat the Income It Divested?
LTC Properties, Inc. (NYSE:LTC), a senior housing and health care REIT, completed a $200 million acquisition of four Minnesota senior-housing communities on September 2.
Petco (WOOF) Reported Adjusted EBITDA Growth but a $6.8M Tariff Refund Helped the Quarter. Is the Turnaround Self-Funding?
Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) reported second-quarter 2026 net sales of $1.49 billion, up 0.05%, while comparable sales increased 0.6%.
FuelCell (FCEL) Reported $1.3B of Committed Backlog and $2.3B of Awarded Capacity Backlog. How Much Can Become Profitable Revenue?
FuelCell Energy, Inc. (NASDAQ:FCEL) ended its fiscal third quarter with two sharply different measures of future business.
PVH (PVH) Reaffirmed its Outlook as Tariff Refunds Lifted Margins. Can the Core Business Recover Without the One-Off Benefit?
PVH Corp. (NYSE:PVH) reported second-quarter revenue of $2.097 billion, down 3% from $2.167 billion one year earlier.
Yatsen (YSG) Reported 40.4% Skincare Growth but a Larger GAAP Operating Loss. Can Portfolio Mix Outrun Marketing Intensity?
Yatsen Holding Limited (NYSE:YSG) reported second-quarter 2026 total net revenues of RMB1.14 billion, up 5.1% year over year, as skincare net revenues increased 40.4%.
Methode (MEI) Reported 10.4% Sales Growth and $400M of Lifetime Program Awards. When Will Growth Restore Operating Profit?
Methode Electronics, Inc. (NYSE:MEI) reported fiscal first-quarter 2027 net sales of $265.4 million, up 10.4% from $240.5 million a year earlier.
Tilly’s (TLYS) Delivered a Third Consecutive Double-Digit Comparable-Sales Qtr. Can It Convert Growth Into Durable Profit?
Tilly's, Inc. (NYSE:TLYS) reported fiscal second-quarter net sales of $163.5 million, up 8.1% from the prior-year period, while comparable net sales increased 12.1%.
Roivant (ROIV) Soars to All-Time High; Q2 Hedge Fund Holdings Surge 41%
Roivant Sciences Ltd.
Capital Southwest (CSWC) Expanded its Revolver to $595M and Cut the Spread to 2%. Will Cheaper Capacity Outweigh Credit Risk?
Capital Southwest Corporation (NASDAQ:CSWC) amended its senior secured corporate credit facility on September 2, increasing committed capacity to $595 million from $510 million...
Planet Labs (PL) Reported 58% Revenue Growth. Can Backlog Conversion Sustain Profitability?
Planet Labs PBC (NYSE:PL) reported fiscal second-quarter 2027 revenue of $116.1 million, up 58% year over year.
Bill Ackman Sold His Remaining Alphabet Shares and Bought This Streaming Stock
Bill Ackman’s Q2 portfolio changes are drawing fresh attention on September 7: Pershing Square exited its remaining Alphabet Inc.
Jim Cramer Says Amazon and Alphabet Are Cheap. Their Cash Flows Complicate the Case
Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc.
Jim Cramer on SoFi (SOFI): “I’ve Been a Longtime Believer in This One”
During the September 3 episode of Mad Money, host Jim Cramer addressed the recent volatility in SoFi Technologies, Inc.
Jim Cramer Weighs In on GE Vernova (GEV) and NuScale Power (SMR)
During the September 3 broadcast of Mad Money, host Jim Cramer addressed the rapidly expanding power demands of AI data centers by contrasting established industrial power giant...
NVIDIA and ASML Back Mistral’s €3 Billion Round. Their Payoffs Could Look Very Different
NVIDIA Corporation (NASDAQ:NVDA) and ASML Holding N.V. (NASDAQ:ASML) are backing the same European AI company, but investors should expect different routes to a return.
Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him
Micron Technology, Inc. (NASDAQ:MU) and Alphabet Inc. (NASDAQ:GOOGL) offer two ways to invest in AI demand.
Microsoft’s ‘Useful Yield’ Test Raises the Stakes for NVIDIA’s AI Economics
Microsoft Corporation (NASDAQ:MSFT) is asking a more demanding question about AI infrastructure: how much useful output does each dollar and watt actually produce? NVIDIA Corporation...
Datameds, AI., and Tollo Health Partner with the NFL Alumni Association for Health Lives Here National Campaign Rollout
Leading Healthcare IT Company and Former NFL Players Will Work Together to Provide Rural Communities Access to Telehealth and Pharmacy-based Services Through Health Lives Here...
Why Valaris (VAL) Surged on a Takeover Bid
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Transocean (RIG) Is Betting Big on Offshore Drilling
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Why Moerus Thinks Tidewater (TDW) Has Created Massive Value Since 2018
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Douglas Elliman (DOUG) Is Down, But Is the Stock a Bargain?
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
CNH Industrial (CNH) Looks Undervalued: Why Moerus Is Betting on a Farm Equipment Recovery
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Kopernik Global All-Cap Equity Fund’s Q2 2026 Investor Letter
Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter.
Strong Results Lifted Garrett Motion (GTX) in Q2
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Gold X2 Discovers Extension to the Span Prospect with Intersection of 40.4m of 2.05 g/t Au from 343.6m Indicating the Potential NE Extension of the Moss Deposit
Vancouver, British Columbia, September 8th, 2026, FinanceWire Gold X2 Mining Inc.
ZenaTech Plans Franchise Business Model for Drone as a Service Power Washing
Vancouver, British Columbia, September 8th, 2026, FinanceWire Company’s DaaS acquisition of Green Earth Powerwashing brings franchise experience and a model to accelerate incorporation...
Evaluating Bullish Potential in Regeneron Pharmaceuticals (REGN) Stock
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
The Kroger Co. (KR) Shares Weighed by Inflation Pressure and Slowing Sales
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Hewlett Packard Enterprise Company (HPE) Jumps on Surging AI Infrastructure Demand
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Arrow Electronics (ARW) Stock Rises Sharply Amid AI Infrastructure Surge
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Harbor Mid Cap Value Fund Trimmed State Street (STT) Following Appreciation
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Here’s Why Analysts Downgraded Matador Resources Company (MTDR)
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
TD Synnex (SNX) Shares Jump Over 50% on Cloud Growth and AI Infrastructure Demand
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Zoetis (ZTS) Shares Drop After Earnings Revision
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Shift Away from Defensive Plays Hits Verizon Communications (VZ)
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Adobe (ADBE) Declines on Elevated Investor Hopes
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Capex Rebound Powers Applied Materials’ (AMAT) Performance
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
AI-Optimized Processors Fuel Advanced Micro Devices (AMD) Stock Growth
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Micron Technology (MU) Rose on Elevated Demand for High-Bandwidth Memory
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Impax US Sustainable Economy Fund’s Q2 2026 Investor Letter
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
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