Strait of Hormuz Closed: The 20% Oil Shock & China’s Bold Move
Happy Friday! In this week’s letters, – Goehring & Rozencwajg Associates on oil, LNG…
March 20, 2026
Explore the Hedge Fund Letter Database
The largest collection of letters to hedge fund investors organized by investment strategy, investment themes, and geographic exposure.
BSD Recommended Letters
View All Letters| Quarter | Fund | Key Person | QTD | YTD | Tickers | Letter |
|---|
“If he could make millions of dollars come out of those phones [screens],
he became that most revered of all species:
a Big Swinging D*ck [BSD].”
BSD 13F Tracking
Track the latest 13F filings from top BSDs and stay ahead of the market by following their biggest investment moves.
Largest Fund Buys
Track major stock buys from top hedge funds with data on values, market caps, and key buyers.
Top 10 Holdings
Gain insights into top 10 investor holdings, featuring key stocks, percentage allocations, and strategic investment trends.
BSD Letter Stock Picks
Explore BSD's latest stock picks, featuring new buys, adds, cuts, and sold-out investments from top firms and investors.
BSD Latest Industry Bets
Explore BSD's latest industry bets, showcasing net buys, new investments, total sales, and overall industry holdings insights.
BSD Purchases (Quarter)
Explore BSD's quarterly purchases, showcasing company details, sectors, buy sizes, and current price-to-52-week range data.
BSD Sells (Quarter)
Explore BSD's quarterly sells, showcasing company details, sectors, sell types, and current price-to-52-week range data.
