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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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Latest Insider Purchases
Hessing bought 1,131 Crestline Lending Solutions Llc shares at $19.62
Caliel bought 25,293 Team Inc shares at $0.00
Nickles bought 820 First Financial Bankshares Inc shares at $30.12
Staloch bought 42 Fundrise Real Estate Interval Fund Llc shares at $11.94
Schenk bought 1,000 Ategrity Specialty Insurance Co Holdings shares at $24.29
Latest Insider Sales
Kyriakopoulos sold 44 Euroholdings Ltd. shares at $11.90
Kyriakopoulos sold 1,400 Euroseas Ltd. shares at $66.60
Kyriakopoulos sold 2,067 Eurodry Ltd. shares at $43.80
Augenstein sold 2,000 Peoples Bancorp Inc shares at $37.88
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One-Time Profit Gains and Moderating Guidance Pressure RBC Bearings (RBC) Shares
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Small Cap Growth Fund”. The letter can be downloaded here. U.S.
Cardinal Infrastructure (CDNL) Detracts Amid Margin Pressures and Outlook Cut
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Small Cap Growth Fund”. The letter can be downloaded here. U.S.
Alger Small Cap Growth Fund’s Q3 2026 Investor Letter
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Small Cap Growth Fund”. U.S.
Brookdale Senior Living (BKD) Slips Despite Operational Gains
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Agentforce Growth Strengthens Salesforce’s (CRM) Generative AI Narrative
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
ASML Holding N.V. (ASML) Gains on Strong EUV Demand and Higher Guidance
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Meta Platforms (META) Rallies as AI Monetization Gains Momentum
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Azure Growth and Enterprise AI Adoption Drive Microsoft Corp. (MSFT) Higher
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Alphatec Holdings (ATEC) Offers Market Share Gains and Margin Expansion Potential, Madison Small Cap Fund Says
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Bentley Systems (BSY) Becomes an Attractive Opportunity for Madison Small Cap Fund Amid AI Disruption Fears
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Olin Corporation (OLN) Was Sold by Madison Small Cap Fund as Chlor-Alkali Downcycle Persists
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Antipodes Global Fund’s Q3 2026 Investor Letter
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." In Q3 2026, markets were volatile but broadly positive, with global equities rising 1.6% as investors...
WillScot Holdings Corporation (WSC) Was Sold by Madison Small Cap Fund Amid Weak Commercial Construction Outlook
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
The Baldwin Insurance Group (BWIN) Was Sold by Madison Small Cap Fund Following Takeover Announcement
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
The Scotts Miracle-Gro Company (SMG) Fell in Q3 2026 Despite Improving Fundamentals, Madison Small Cap Fund Says
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Primo Brands (PRMB) Struggles in Q3 2026 Despite Stable or Improving Fundamentals, Madison Small Cap Fund Says
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Charles River Laboratories International (CRL) Contributed to Madison Small Cap Fund’s Healthcare Outperformance
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Encompass Health Corporation (EHC) Helped Drive Madison Small Cap Fund’s Healthcare Outperformance in Q3 2026
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
FormFactor, Inc. (FORM) Was Sold by Madison Small Cap Fund Despite Strong AI-Driven Fundamentals
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
GitLab Inc. (GTLB) Eases AI Disruption Fears After Exceptional Q2 Results, Madison Small Cap Fund Says
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Madison Air Solutions (MAIR): Madison Small Cap Fund Sees Growth Potential in Residential Air Quality Solutions
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
AAON, Inc. (AAON) Faces HVAC Market Headwinds, but Madison Small Cap Fund Sees Margin Expansion Potential
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Hayward Holdings, Inc. (HAYW) Was Down in Q3 2026, but This Fund Remains Confident in Its Investment Thesis
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Bell Global Equities Fund's Q3 2026 Investor Letter
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Janus Global Sustainable Equity Fund's Q3 2026 Investor Letter
Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter.
Halvio Capital's Q3 2026 Investor Letter
Halvio Capital, an investment management firm, released its Q3 2026 investor letter.
VSE Corporation (VSEC): Robust Aviation Demand Offset by Integration and Debt Concerns
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”. The letter can be downloaded here. U.S.
Space Exploration Technologies Corp. (SPCX) Builds a Broader Deep-Tech Growth Platform
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
Meta Platforms' (META) AI Agent Opens a New Growth Opportunity
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
Azure and Copilot Reacceleration Reinforce Microsoft’s (MSFT) AI Leadership
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here.
Impinj (PI) Rallies on Record Revenue, Profitability, and Upbeat Outlook
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”. The letter can be downloaded here. U.S.
Microsoft Corp.’s (MSFT) AI Strategy Gains Revenue Momentum
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
Alger Weatherbie Specialized Growth Fund’s Q3 2026 Investor Letter
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”. U.S.
What’s Driving Strong Q3 Momentum for Meta Platforms (META)
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here.
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