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Insider Monkey Blog

J.Jill (JILL): Four Analysts Raise Targets, But a $13.3 Million Refund Flatters the Profit Surge

On September 9, 2026, J.Jill, Inc. (NYSE:JILL) reported second-quarter fiscal 2026 results for the period ended August 1, 2026.

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September 22 - Hedge Funds, News

Ollie’s (OLLI): Wall Street Calls Q2 “Better Than Feared,” But Nobody’s Fully Convinced

On September 2, 2026, Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) reported second-quarter results for the period ended August 1, 2026.

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September 22 - News

374Water to Present New Supercritical Water Oxidation Destruction Data at WEFTEC 2026

Podium presentation will detail AirSCWO performance across PFAS, tire-derived 6PPD-q, and pharmaceutical waste streams MORRISVILLE, NC - 374Water Inc.

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September 22 - News, Press Releases

Netskope (NTSK) Is Tackling a Major AI Agent Security Gap. Can Skylight Deepen Its Edge?

Netskope Inc.

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September 22 - Hedge Funds, News

NetApp (NTAP) Just Deepened Its VMware Cloud Integration. How Much Does It Matter?

For private and hybrid cloud deployments, NetApp Inc.’s (NASDAQ:NTAP) ONTAP platform now offers a credible and secure data infrastructure foundation.

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September 22 - Hedge Funds, News

What Weekend On-Chain Prices Say About Monday, and What They Don’t

For decades the answer to what Monday would look like came from index futures, foreign listings and inference.

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September 22 - Bitcoin, Ethereum and Other Cryptocurrencies, News

Microsoft (MSFT) Raises Its Dividend 8%. Does AI Spending Change the Investment Case?

Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial...

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September 22 - Hedge Funds, News

Power Metallic Extends Lion 25% Deeper as Power Metallic Intercepts 5.70 Meters of 14.00% CuEqRec¹ in Hole 26-125

TORONTO, CANADA, September 22nd, 2026, FinanceWire Power Metallic Mines Inc.

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September 22 - Press Releases

Emp Metals Completes Commissioning of Project Aurora Demonstration Plant and Transitions to Full-Time Operations

Vancouver, BC, September 22nd, 2026, FinanceWire VANCOUVER, BC, Sept. 22, 2026 — EMP Metals Corp.

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September 22 - Press Releases

West Red Lake Gold Reports 176.04 g/t Au over 5.3m, 128.32 g/t Au over 4.5m and 35.72 g/t Au over 13.35m from Austin 955 and 904 Complexes

Vancouver, British Columbia, September 22nd, 2026, FinanceWire West Red Lake Gold Mines Ltd.(“West Red Lake Gold” or “WRLG” or the “Company”) (TSXV:WRLG)(OTCQX:WRLGF...

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September 22 - Press Releases

Knightscope Reports Approximately $27 Million in Estimated Renewals, Bookings and Client Awards Since May 2026

SUNNYVALE, Calif., September 22nd, 2026, FinanceWire Update Follows the Company’s Launch of the Autonomous Security Force at GSX 2026; 109 Contracts and Awards Across Seven ...

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September 22 - Press Releases

Herc Holdings Inc. (HRI) Was Gabelli Focused Growth and Income Fund’s Top Q2 Contributor

Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

XPLR Infrastructure LP (XIFR) Was a Top Contributor for Gabelli Focused Growth and Income Fund

Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Gabelli Global Growth Fund Added Advanced Micro Devices (AMD) in Q2

Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Gabelli Global Growth Fund Added Micron Technology (MU) in Q2

Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why RPC (RES) Was a Q2 Detractor for Gabelli Small Cap Growth Fund

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why RPC (RES) Was a Q2 Detractor for Gabelli Small Cap Growth Fund

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Dana (DAN) Was a Q2 Detractor for Gabelli Small Cap Growth Fund

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Graco (GGG) Was a Q2 Detractor for Gabelli Small Cap Growth Fund

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Myers Industries (MYE) Was a Top Performer for Gabelli in Q2

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Crane Co. (CR) Was Among Gabelli’s Top Q2 Performers

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Gorman-Rupp Co. (GRC) Was a Top Performer for Gabelli in Q2

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Maximus’ (MMS) Tech Capabilities and Beaten-Down Valuation Point to M&A Upside

Third Avenue Management, an investment management company, released its second-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”.

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September 22 - Hedge Fund Investor Letters, News

What Makes CRA International (CRAI) an Investment Bet?

Third Avenue Management, an investment management company, released its second-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”.

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September 22 - Hedge Fund Investor Letters, News

Third Avenue Small-Cap Value Fund’s Q2 2026 Investor Letter

Third Avenue Management, an investment management company, released its second-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”.

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September 22 - Hedge Fund Investor Letters, News

What Makes Berkshire Hathaway (BRK-B) a Strong Investment?

Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.

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September 22 - Hedge Fund Investor Letters, News

ICON Public Limited Company’s (ICLR) Shrinking Moat Warranted an Early Departure

Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.

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September 22 - Hedge Fund Investor Letters, News

Marram Exits PayPal Holdings (PYPL) Due to Thesis Breakdown

Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.

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September 22 - Hedge Fund Investor Letters, News

Marram Investment Management’s Q2 2026 Investor Letter

Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.

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September 22 - Hedge Fund Investor Letters, News

Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)

Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Silver Beech Capital Management’s Q2 2026 Investor Letter

Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2026 investor letter.

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September 22 - Hedge Fund Investor Letters, News

This Fund Trimmed Matson (MATX) on Strength

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.

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September 22 - Hedge Fund Investor Letters, News

Continued AI Disruption Concerns Weigh on CCC Intelligent Solutions Holdings (CCC)

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.

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September 22 - Hedge Fund Investor Letters, News

Resilient Cash Flows and Organic Drivers Position McGrath RentCorp (MGRC) for Long-Term Growth

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.

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September 22 - Hedge Fund Investor Letters, News

Durable Business Strengths Underpin Vontier Corp’s (VNT) Long-Term Growth Outlook

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.

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September 22 - Hedge Fund Investor Letters, News

Can Meta’s Connect Event Outweigh Investor Concerns Over AI Spending?

Citi has placed Meta Platforms, Inc.

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September 22 - Hedge Funds, News

This Fund Trimmed Murphy USA (MUSA) Amid Fuel Margin Strengths

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.

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September 22 - Hedge Fund Investor Letters, News

Strong Results Lifted CTS Corporation (CTS) in Q2

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.

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September 22 - Hedge Fund Investor Letters, News

London Company Small Cap Strategy’s Q2 2026 Investor Letter

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.

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September 22 - Hedge Fund Investor Letters, News

Subscription Pivot and SCBA Replacement Cycle Set to Drive MSA Safety’s (MSA) Margin Expansion

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Opportunistic Value Equity Strategy”.

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September 22 - Hedge Fund Investor Letters, News

AI infrastructure Boom Fuels Texas Instruments’ (TXN) Rally

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Opportunistic Value Equity Strategy”.

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September 22 - Hedge Fund Investor Letters, News

Heartland Opportunistic Value Equity Strategy’s Q2 2026 Investor Letter

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Opportunistic Value Equity Strategy”.

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September 22 - Hedge Fund Investor Letters, News

Lakewood-Amedex Biotherapeutics CEO Issues Letter to Shareholders Highlighting Transformational Progress and Outlook for Nu-3

Clinical and Corporate Highlights Successfully listed on the Nasdaq Capital Market under the ticker symbol LABT, marking a significant milestone in the Company’s evolution Strengthened...

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September 22 - Business, News, Press Releases

Kolibri Global Energy Inc. Provides Operations Update, Upcoming Conferences and Renews Normal Course Issuer Bid

Thousand Oaks, California - Kolibri Global Energy Inc.

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September 22 - News, Press Releases

Sonida Senior Living (SNDA) Poised for Strong Performance Over the Next Several Years

Minot Light Capital Partners, an investment management company, released its Q2 2026 investment letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Host Digital Debuts on NYSE American as HOST and Exercises its Right to Acquire a Second Site from its Sponsor for its AI Data Center Platform

NEW YORK, NY, September 22nd, 2026, FinanceWire Site II would add approximately $391 million in base-term contracted revenue to previously announced base-term contracted revenue...

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September 22 - Press Releases

Minot Light’s Bullish Stance on Rockwell Medical (RMTI)

Minot Light Capital Partners, an investment management company, released its Q2 2026 investment letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

STARTRADER Expands Its Chinese Equity CFD Range with CXMT and Unitree Robotics

Port Louis, Mauritius, September 22nd, 2026, FinanceWire Available from September 21, 2026, the two new 24/7 CFD instruments reference a DRAM memory chip manufacturer and a humanoid...

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September 22 - Press Releases

Minot Light Capital Appreciation Fund’s Q2 2026 Investor Letter

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund” Q2 2026 Investor Letter.

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September 22 - Hedge Fund Investor Letters, News

Self-Storage Could Be Entering a New Growth Cycle — Baron Capital Re-Initiated Public Storage (PSA) 

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 ...

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September 22 - Hedge Fund Investor Letters, News

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