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.
Appalaches Core LO returned 7.4% in Q2 2025, capitalizing on the April drawdown to buy semiconductor leaders and establishing a core new position in Eagle Materials (EXP) to exploit structural pricing power in US cement and wallboard.
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Appalaches Core LO returned 7.4% in Q2 2025, capitalizing on the April drawdown to buy semiconductor leaders and establishing a core new position in Eagle Materials (EXP) to exploit structural pricing power in US cement and wallboard.
