Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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FPA Queens Road Small Cap Value Fund’s Q3 2026 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.
Bristol Gate Canadian Equity Strategy’s Q3 2026 Investor Letter
Bristol Gate Capital Partners, an investment management company, recently released its Q3 2026 investor letter for “Canadian Equity Strategy”.
Haemonetics Corporation (HAE) Gains on Strong Plasma Growth and Higher Guidance, Ariel Appreciation Fund Says
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Charles River (CRL) Rises on Strong Earnings and Improving Biopharma Demand
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
APA Corporation (APA) Advances as Higher Oil Prices and Free Cash Flow Strengthen Its Outlook
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Chevron Corporation (CVX) Gains on Strong Production, Hess Synergies, and Higher Cash Flow
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
FDSFactSet Research Systems (FDS) Rises on Subscription Growth and Expanding AI Offerings, Ariel Focus Fund Says
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
PHINIA Inc. (PHIN) Falls on Margin Pressure and Weaker Profitability Guidance, Ariel Focus Fund Says
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Boyd Gaming Corporation (BYD) Underperforms as Weak Las Vegas Tourism Weighs on Results
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
XRAYDentsply Sirona (XRAY) Faces Demand Headwinds Despite Ongoing Turnaround Efforts
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Leslie’s, Inc. (LESL) Exited by Ariel Fund as Liquidity Concerns and Operating Challenges Mount
Ariel Investments, an investment management company, released its "Ariel Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
The Scotts Miracle-Gro Company (SMG) Faces Margin Pressure From Rising Costs, Ariel Fund Says
Ariel Investments, an investment management company, released its "Ariel Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Zebra Technologies (ZBRA) Was a Top Contributor for Ariel Fund on Strong Earnings and Automation Demand
Ariel Investments, an investment management company, released its "Ariel Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Mott Thematic Growth Strategy’s Q3 2026 Investor Letter
Mott Capital Management, an investment research and management firm, released its "Thematic Growth Strategy” Q3 2026 investor letter.
Digi International (DGII) Lifts Q4 and Full-Year Outlook Following Record Quarterly Results
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Stevanato Group S.p.A. (STVN) Rallies on 2Q26 Revenue Growth and EBITDA Margin Expansion
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
The Descartes Systems Group (DSGX) Rallies on Record Results
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
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ADI Global Distribution (ADIG) Presents an Attractive Entry Point After Spin-Off, Ariel Appreciation Fund Says
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Resideo Technologies (REZI) Draws Attention Following ADI Global Distribution Spin-Off
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Norwegian Cruise Line Holdings (NCLH) Faces Yield and Booking Challenges as Ariel Appreciation Fund Exits Position
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Royal Caribbean Group (RCL) Attracts Investment From Ariel Appreciation Fund as It Exits Norwegian Cruise Line Holdings
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
The Middleby (MIDD) Faces Margin Concerns Despite Strong Sales and Higher Guidance, Ariel Appreciation Fund Says
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Why Fiserv, Inc. (FISV) Was Exited by Ariel Appreciation Fund
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Bio-Rad Laboratories (BIO) Advances on Restructuring Plans and Margin Improvement Potential, Ariel Appreciation Fund Says
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
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OneSpaWorld Holdings (OSW) Falls Despite Strong Results and Higher Guidance, Ariel Appreciation Fund Says
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Budget Uncertainty Weighed on Mercury Systems (MRCY) in Q3
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
AAON (AAON): Top-Line Surge Overshadows Temporary Margin Pressure
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
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RBC Bearings (RBC) Lags Amid Yield Headwinds Despite Strong Operating Execution
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
VSE Corp. (VSEC) Positioned for Margin Expansion and Market Share Gains in Aviation Services
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
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Accelerating Organic Growth Propels Merit Medical Systems (MMSI)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Repligen Corporation (RGEN) Surges on Revenue Beat and Raised Full-Year Organic Outlook
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Conestoga Capital Advisors Small Cap Strategy’s Q3 2026 Investor Letter
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter.
What Drives the Long-Term Bull Case for Uber Technologies (UBER)?
Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. The letter can be downloaded here. U.S.
Matrix Asset Advisors’ Q3 2026 Investor Letter
Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. U.S.
AI Infrastructure Sell-Off Weighs on Nova Ltd. (NVMI) Performance
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.
Paymentus Holdings (PAY) Shows Resilience Amid Software Sell-Off
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.
Global-E Online Ltd (GLBE) Expands Its Merchant Reach With Passport Global
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.
Strong Same-Shop Sales Support Dutch Bros’ (BROS) Long-Term Case
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.
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AAON (AAON) Shares Decline Despite Solid Industrial Fundamentals
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.
Repligen Corporation (RGEN) Benefits From Biotech Momentum and Strong Earnings
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.
Wasatch Small Cap Growth Strategy’s Q3 2026 Investor Letter
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter.
Why Klaviyo (KVYO) Could Be the Standout AI Beneficiary in Software?
In Q3 2026, Meditation Capital reports a favorable period for its software holdings, driven by Salesforce's acquisition of Braze, a positive rerating for Atlassian, and strong...
Meditation Capital’s Q3 2026 Investor Letter
In Q3 2026, Meditation Capital reports a favorable period for its software holdings, driven by Salesforce's acquisition of Braze, a positive rerating for Atlassian, and strong...
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