Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
During the quarter ending September 30, 2026, the Fund initiated a new position in Persimmon plc... Persimmon plc (“Persimmon”)...
— Matthew Fine
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Persimmon plc
No other institutional pitches found for this ticker yet.
More institutional theses from Third Avenue Value Fund
Third Avenue trimmed its holding in Bank of Ireland following a strong re-rating to a premium over book value as interest rate normalization matured.
Bolsa Mexicana runs high-margin exchange and central security depository operations in Mexico with operating margins above 70% in custody services. A strong net...
S4 Capital faces cyclical headwinds in digital advertising alongside previous execution stumbles, driving its valuation down to unwarranted levels. The manager believes...