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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.
I recently wrote up HGV in the Q2’26 letter. When the company...
— Yaron Naymark
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Other investors who've written on Hilton Grand Vacations Inc.
We re-initiated a position in Hilton Grand Vacations (HGV), the market leader in the timeshare industry and a stock we have followed for a number of years.
Earlier this year, the Fund initiated a position in Hilton Grand Vacations (HGV), a global timeshare company that develops, markets, sells, manages, and operates timeshare resorts prima
Earlier this year, the Fund initiated a position in Hilton Grand Vacations (HGV), a global timeshare company that develops, markets, sells, manages, and operates tim...
More institutional theses from 1 Main Capital
I discussed KKR in the Q1’26 letter, and not much has changed in my thinking. The business continues...
BFIT has continued to execute since we reinitiated the investment in 2024. In its most...
1MC has owned IWG since 2022, and it has been one of our largest holdings since 2023. We bought our...