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.

Home Letters Funds Account

The Sound Shore Fund's investment thesis on Elevance Health Inc. ($ELV) — Q2 2026 | Buyside Digest

All Pitches

View Letter Analysis

$ELVNASDAQElevance Health Inc.

BULL

The Sound Shore Fund—ELV

Fund Letter

Q2 2026

Published July 30, 2026

View Fund Profile

$391.10USD

-4.0% vs last month

$375.84Pitched

+4.1% since pitch

Market Cap$84.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Sound Shore Fund advanced 10.48% in Q2 2026, trailing the Russell 1000 Value Index which gained 13.87% and the S&P 500 which surged 15.20%. The quarter saw...

— Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.

BSD Research Exclusive

Unlock Full Institutional Investment Theses

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

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $ELV, and what else The Sound Shore Fund is buying.

Other pitches on $ELV

Other investors who've written on Elevance Health Inc.

Vulcan Value PartnersBULL

Pitched Jun 30, 2026

Elevance Health has navigated transient margin pressures within its government-sponsored insurance plans following the pandemic. The manager expects...

View all $ELV pitches →