Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance was driven by active special case investments, including buying a tender offer, a merger-spinoff, and investments in affordable turnaround opportunities. The fund continues to hold spinoffs of reliable businesses at favorable price ratios and non-spinoff businesses that are undervalued compared to their downside valuation. In addition, please check the firm’s top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Curreen Capital highlighted V.F. Corporation (NYSE:VFC). Headquartered in Denver, Colorado, V.F. Corporation (NYSE:VFC) is a branded lifestyle apparel, footwear, and related products company. On August 10, V.F. Corporation (NYSE:VFC) stock closed at $14.90 per share. V.F. Corporation (NYSE:VFC) delivered a -10.62% return in the past month, and its shares are up 22.03% over the past twelve months. V.F. Corporation (NYSE:VFC) has a market capitalization of $5.86 billion.
Curreen Capital stated the following regarding V.F. Corporation (NYSE:VFC) in its Q2 2026 investor letter:
“V.F. Corporation (NYSE:VFC) manages apparel brands, including The North Face, Timberland, and Vans. The company has fixed its balance sheet, improved capital allocation, and rebuilt its management team in an effort to return the business to growth. I believe that the company has good brands, the skills to manage them well, and a management team that can handle the challenges that the company faces. VF Corp currently trades at an attractive upside-to-downside ratio.”
V.F. Corporation (NYSE:VFC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 42 hedge fund portfolios held V.F. Corporation (NYSE:VFC) at the end of the first quarter, up from 37 in the previous quarter. While we acknowledge the risk and potential of V.F. Corporation (NYSE:VFC) 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 V.F. Corporation (NYSE:VFC) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered V.F. Corporation (NYSE:VFC) and shared a list of stocks on Jim Cramer’s radar. 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.
