Vltava Fund Sold Cenovus Energy (CVS) Following a Strong Performance
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GQG Partners Rajiv Jain | 26,774,463 | $708,332,323 | 1.12% | |
| 2. | Adage Capital Management Phill Gross And Robert Atchinson | 4,578,262 | $121,461,291 | -15% | 0.19% |
| 3. | AQR Capital Management Cliff Asness | 4,384,525 | $116,385,665 | +16% | 0.05% |
| 4. | Alyeska Investment Group Anand Parekh | 3,872,296 | $102,732,013 | -5% | 0.29% |
| 5. | Point72 Asset Management Steve Cohen | 3,787,385 | $100,351,276 | +22% | 0.13% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 101,672 | $2,490,964 | 0.49% | |
| 2. | 64,557 | $1,601,659 | 0.03% | |
| 3. | 23,059 | $572,093 | 0.02% | |
| 4. | 22,507 | $558,255 | 0% | |
| 5. | 10,000 | $248,100 | 0.04% |