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.
Outperforming the S&P 500. Portfolio execution was highlighted by initiating a stake in Amazon, exiting Canadian Pacific, and deploying $900M to restructure Howard Hughes Holdings into an insurance-led holding company.
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Outperforming the S&P 500. Portfolio execution was highlighted by initiating a stake in Amazon, exiting Canadian Pacific, and deploying $900M to restructure Howard Hughes Holdings into an insurance-led holding company.
Longleaf Partners Fund underperformed the S&P 500 in 2Q25 due to elevated cash levels and market speculation, but remains highly constructive on its deeply undervalued holdings trading at a P/V in the low-60s%.
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Longleaf Partners Fund underperformed the S&P 500 in 2Q25 due to elevated cash levels and market speculation, but remains highly constructive on its deeply undervalued holdings trading at a P/V in the low-60s%.