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 fund returned 2.6% in Q3 2025, lagging a highly concentrated benchmark. L1 capitalized on short-term volatility to buy Nvidia and Weir Group while exiting Eagle Materials, remaining nearly fully invested at 2% cash.
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The fund returned 2.6% in Q3 2025, lagging a highly concentrated benchmark. L1 capitalized on short-term volatility to buy Nvidia and Weir Group while exiting Eagle Materials, remaining nearly fully invested at 2% cash.
