Sell MRAM by Jul 12, 2026.

Investment Firm | Return | Date Posted |Companies ---|---|---|--- [Howard Marks - Whats Going On In Private Credit](https://www.oaktreecapital.com/insights/memo/whats-going-on-in-private-credit)| | April 13| [JDP Capital](https://jdpcap.com/wp-content/uploads/2026/04/1Q-2026-Investor-Letter_final-1.pdf)| -15.1%| April 13| MELI, CZR [Desert Lion](https://mcusercontent.com/2b965ce88104d672785279e80/files/a664dea4-3dd8-ba33-862e-249cbaa8fc33/2026_03_Desert_Lion_Investor_Report_March_2026.pdf)| 6.5%| April 15| [East72](https://east72.com.au/wp-content/uploads/2026/04/E72DT-Quarterly-Report-March-2026.pdf)| -4.6%| April 15| VIRT [Greenlight Capital](https://seekingalpha.com/article/4890379-greenlight-capital-q1-2026-letter)| 6.5%| April 15| DHT, CNR, KD, GPK, VSNT, CROX, SLM [Kerisdale Capital - Long MTU Aero Engines](https://www.kerrisdalecap.com/wp-content/uploads/2026/04/MTX-Kerrisdale.pdf)| | April 15| MTX [Michael Mauboussin - Competitve Advantage Period](https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_theneglectedvaluedriver_ltr.pdf?1776183428400)| | April 15| [Third Point Capital](https://assets-malibu-life.s3.us-west-2.amazonaws.com/system/uploads/fae/file/asset/1696/Third_Point_Q1_2026_Investor_Letter_MLHL.pdf)| -0.6%| April 15| CSGP, IDR [Pernas Research](https://pernasresearch.com/quarterly/2026-q1-investment-letter/)| …