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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.
In the losers column, FTRE, SHC, SWIM, and STHO lost 100-500bps. Finally, STHO fell...
— Chris McIntyre
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Other investors who've written on Star Holdings
2026 has been a decent year for STHO, with shares rallying ~14% YTD. However, it has...
2026 has been a decent year for STHO, with shares rallying ~14% YTD. However, it has...
More institutional theses from McIntyre Partnerships
As I argued in the Q1 letter outlining our thesis, QDEL is essentially three different businesses operating under one corporate entity, and a division could be sold to deleverage the co
2026 has been a decent year for STHO, with shares rallying ~14% YTD. However, it has...
SHC saw positive Q1 results, with the key Sterigenics segment continuing its return to HSD organic growth following the COVID destocking in 2023 and 2024.