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Cedar Grove Capital Management's investment thesis on Hims & Hers Health ($HIMS) — Q2 2026 | Buyside Digest

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$HIMSNASDAQHims & Hers Health

BULL

Cedar Grove Capital Management—HIMS

Fund Letter

Q2 2026

Published July 15, 2026

View Fund Profile

$31.75USD

+14.6% vs last month

$32.84Pitched

-3.3% since pitch

Market Cap$6.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Cedar Grove Capital Management returned 12.8% net in Q2 2026, rebounding from a difficult Q1 marked by the SaaS downturn and US-Iran conflict. The fund now...

— Paul Cerro

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