Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Third Avenue Small-Cap Value Fund outperformed in Q4 2025 and is actively leveraging its 'owner-operator' framework to pressure UniFirst to accept Cintas' buyout, while initiating a contrarian new position in Flagstar Bank.
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The Third Avenue Small-Cap Value Fund outperformed in Q4 2025 and is actively leveraging its 'owner-operator' framework to pressure UniFirst to accept Cintas' buyout, while initiating a contrarian new position in Flagstar Bank.
