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Recurve Capital's investment thesis on RH ($RH) — Q2 2025 | Buyside Digest

$RHNYSERH

BULL

Recurve Capital—RH

Fund Letter

Q2 2025

Published July 14, 2025

$144.48USD

-2.4% vs last month

$195.49Pitched

-26.1% since pitch

Market Cap$3.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Recurve Capital returned +31% gross in Q2 2025 and +14.8% gross YTD (+12% net), outperforming major indices. Carvana remains the...

— Aaron Chan

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