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.

McIntyre Partnerships's investment thesis on Star Holdings ($STHO) — Q2 2026 | Buyside Digest

$STHONASDAQStar Holdings

BULL

McIntyre Partnerships—STHO

Fund Letter

Q2 2026

Published August 6, 2026

$8.57USD

-13.7% vs last month

$9.64Pitched

-11.1% since pitch

Market Cap$116.2M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

2026 has been a decent year for STHO, with shares rallying ~14% YTD. However, it has...

— Chris McIntyre

BSD Research Exclusive

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Star Holdings

In the losers column, FTRE, SHC, SWIM, and STHO lost 100-500bps. Finally, STHO fell...

2026 has been a decent year for STHO, with shares rallying ~14% YTD. However, it has...