Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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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”.
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”.
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”.
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%.
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%.
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%.
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%.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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”.
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”.
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”.
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...
Kolibri Global Energy Inc. Provides Operations Update, Upcoming Conferences and Renews Normal Course Issuer Bid
Thousand Oaks, California - Kolibri Global Energy Inc.
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.
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.
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.
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...
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.
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...
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.
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 ...
What Makes Prologis (PLD) a Strong Investment?
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 ...
Equinix (EQIX) Positions to Benefit from Exponential Data Growth and Early-Stage Enterprise AI
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 ...
Apple May Return to Servers With Its Own AI Chips. Nvidia Could Still Get Paid
Apple may be preparing to sell AI servers again, but the more surprising part of the reported plan is whose technology could help connect them.
Xpeng’s Tech-Licensing Expansion Meets a Core Auto Business Still Losing Money
Xpeng Inc. (NYSE:XPEV) is looking to expand its technology partnership with Volkswagen by pursuing similar deals with other automakers.
3M’s CEO Says the Turnaround Is Ahead of Schedule, But PFAS Litigation Keeps Resurfacing
3M Company (NYSE:MMM) CEO William Brown has told investors that the company’s operational turnaround is progressing ahead of its own targets.
Multifamily REITs Are Finally Showing Signs of Recovery — Why Baron Increased UDR (UDR)
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 ...
Jim Cramer Praises OKTA for Tackling AI Security Threats
During the September 18 episode of CNBC's Mad Money, Jim Cramer highlighted Okta, Inc. (NASDAQ:OKTA) after speaking with technology leaders in Silicon Valley.
Netskope (NTSK): Eight Analysts Raised Targets on the AI Security Opportunity, But the Cash Burn Is Real
On September 2, 2026, Netskope, Inc. (NASDAQ:NTSK) reported second-quarter fiscal 2027 results.
Favorable Supply/Demand Backdrop Positions Essex Property Trust (ESS) For Growth
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 ...
VS&Co (VSXY): Wall Street Debates Whether the Turnaround Is Already Priced In
On September 3, 2026, Victorias Secret & Co. (NYSE:VSXY) reported second-quarter results for the period ended August 1, 2026.
MiniMed (MMED): Nine Analysts Raised Targets, But Cash Flow Still Has a Catch
On September 1, 2026, MiniMed Group, Inc. (NASDAQ:MMED) reported first-quarter fiscal 2027 results for the period ended July 31, 2026.
Jim Cramer Prefers Brinker (EAT) Over Darden (DRI) Ahead of Earnings
During his game plan for the week, Jim Cramer said he prefers Brinker International, Inc. (NYSE:EAT) over Darden Restaurants, Inc.
Samsara (IOT): 12 Analysts Raised Price Targets, But Some Still Want a Better Entry Point
On September 3, 2026, Samsara Inc. (NYSE:IOT) reported second-quarter fiscal 2027 results.
Credo Technology (CRDO) Just Cleared a Key PCIe 6.0 Milestone. What Comes Next?
Credo Technology Group Holding Ltd (NASDAQ:CRDO) has its Toucan Gen6x16 PCI Express (PCIe) retimer now officially added to the PCI-SIG Integrators List.
How Does This F-35A Rollout Strengthen NATO Deterrence for Lockheed Martin (LMT)
Germany's first F-35A Lightning II marks a major milestone for Lockheed Martin Corp.
Intuitive Machines (LUNR) Just Opened a New Market for Its IM 300 Platform. How Big Is the Opportunity?
On September 1, Intuitive Machines Inc. (NASDAQ:LUNR) was awarded a contract to develop two IM 300 series satellite platforms for an undisclosed customer.
BWX Technologies (BWXT) Wins $4 Million Y-12 Design Contract. Could Construction Follow?
Earlier this month, BWX Technologies Inc.
Roivant (ROIV): $9 Billion Sales Potential Faces a Commercialization Test
Roivant Sciences Ltd. (NASDAQ:ROIV) may be entering the most important phase of its business, as its pipeline begins to move from clinical development to commercialization.
FDA Approves Fayuvi. What Does It Mean for Ultragenyx (RARE)’s 2027 Profitability Target?
Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) just added another commercial product to its portfolio.
Twist Bioscience (TWST) Expands AI Drug Discovery Exposure With Lilly TuneLab Partnership
Twist Bioscience Corporation (NASDAQ:TWST) is on the cusp of gaining significant exposure to the rapidly evolving artificial intelligence (AI)-driven drug discovery ecosystem.
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