Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum stocks and toward companies supported by reasonable valuations. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.
In its second-quarter 2026 investor letter, Greenskeeper Asset Management highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR), a clinical research organization that provides outsourced development and commercialization services, delivered strong performance during the quarter. On August 03, 2026, ICON Public Limited Company (NASDAQ:ICLR) closed at $158.41 per share. The one-month return of ICON Public Limited Company (NASDAQ:ICLR) was -4.35%, and its shares lost 5.71% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of $12.13 billion.
Greenskeeper Asset Management stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor letter:
“Our top performer in the second quarter was ICON Public Limited Company (NASDAQ:ICLR), which gained 57%. The surge followed the release of ICLR’s delayed year-end and first-quarter results, which provided clarity on the accounting issues that had previously weighed heavily on the stock.
ICLR had been the Value Fund’s largest detractor in the first quarter, after announcing in February that it would delay its year-end results and restate its 2023 and 2024 financial statements due to revenue overstatements. The stock plummeted as investors rushed to sell amid the uncertainty…” (Click here to read the full text)
ICON Public Limited Company (NASDAQ:ICLR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 49 hedge fund portfolios held ICON Public Limited Company (NASDAQ:ICLR) at the end of the first quarter which was 41 in the previous quarter. While we acknowledge the risk and potential of ICON Public Limited Company (NASDAQ:ICLR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ICON Public Limited Company (NASDAQ:ICLR) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered ICON Public Limited Company (NASDAQ:ICLR) and shared Harris Oakmarks’ insight on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
