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 remains resolutely committed to its concentrated holdings, led by a 46.6% stake in Carvana, emphasizing that portfolio valuations have compressed to attractive multi-year lows.
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The fund remains resolutely committed to its concentrated holdings, led by a 46.6% stake in Carvana, emphasizing that portfolio valuations have compressed to attractive multi-year lows.