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/)| -6.4%| April 20|
[Right Tail Capital](https://www.righttailcapital.com/_files/ugd/9593df_0cbb4abbc023415ebf4784ede550ef39.pdf)| | April 20| NRP
[Rowan Street](https://alexkopel.substack.com/p/rowan-street-q1-2026-letter)|-19.8%| April 20|
[Open Square Capital](https://drive.google.com/file/d/1o4VAcHxT9fXVf7_GvSGJcf9bxsBOgBRB/view)| 47.7%| April 21| VAL
[Bonhoeffer](https://mcusercontent.com/2511717cdf1bae9a0638c942a/files/88074594-8138-5aeb-a0b4-f18eb58f3668/Bonhoeffer_Partner_Letter_Q4_2025.pdf)| 2.7%| April 22|
[Upslope Capital](https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/69e79883bebe4e35b3b6a322/1776785539302/Upslope+-+2026Q1+Letter.pdf)| 8.6%| April 22|
[Maran Capital](https://mcusercontent.com/4522df4fcbfa5be002117f260/files/9446e684-61ce-3292-50a9-6183451ac8e2/Maran_Partners_Fund_LP_2026_1Q_Letter.pdf)|-2.3% | April 23|
[Whitebrook Capital](https://drive.google.com/file/d/1YM7KtT6UcM8bCdMtb1uThs9Od49q-pEB/view) | | April 23| ICLR, PESI, SPGI, SMTI, RPID
[1 Main Capital](https://static1.squarespace.com/static/5e03bb9dcc191357f10902ad/t/69f37ccce124756a3711df34/1777564877381/Q1%2726+letter.pdf)|-4.6%| May 13| KKR
[Arquitos Capital](https://mcusercontent.com/2e00b983d572e23abe8bd7a2a/files/33dc17d5-d941-f044-ebd8-a47446ee485c/Arquitos_Investor_Letter_Q1_2026.pdf)|-7.2%| May 13| ENDI, FNCH, LQDA
[Blue Tower](https://static1.squarespace.com/static/54373ea8e4b0152f9d332f13/t/69ddffd9aee193381a3cbd57/1776156633649/2026+Q1.pdf)| 1.6%| May 13|
[Gator Capital](https://imonkey-files.s3-us-west-1.amazonaws.com/1Q-20260428%20GFP%20Letter-combined.pdf)| -7.2%| May 13| AMP
[Curreen Capital](https://static1.squarespace.com/static/55f99b0ae4b02c9607c0f701/t/69f205e3d5cc6b37fed776c8/1777468899804/Q1+2026+Letter.pdf)| -13.9%| May 13|
[Plural Investing](https://mcusercontent.com/0621b1ecf16131aced159c001/files/f3bc7d98-0d1a-8c8d-4f48-1045b617affd/Plural_Partners_Fund_Letter_2026_Q1.pdf)|-11.4%| May 13| PLOW. JDG.L
[Praetorian Capital](https://go.pracap.com/hubfs/Quarterly%20Letters/2026/2026%20Q1%20Investor%20Letter%20-%20Approved.pdf)| 16.4%| May 13| MRX, JOE
[Silverring Partners](https://mcusercontent.com/57cdfc490b101d54b70128c06/files/78b23d37-671b-515e-59aa-6fa1fd6f7ade/SilverRingValuePartners_2026Q1_Ltr.pdf)| | May 15|
[Eagle Capital](https://www.eaglecap.com/investor-letters/q1-2026-investor-letter)| | May 27| UNH, MELI, INTU EQT
[Kerrisdale Capital - Short Thesis on Everspin Technologies](https://www.kerrisdalecap.com/wp-content/uploads/2026/05/Kerrisdale-Everspin.pdf)| |May 27| MRAM
[Horizon Kinetics](https://horizonkinetics.com/app/uploads/Horizon-Kinetics-Q1-2026-Commentary-Final.pdf)| | May 27|
[Salt Light Capital](https://saltlight-website-files.s3.eu-west-1.amazonaws.com/documents/SLTWWF_Letter_1Q_2026.pdf)| | May 27|
[Silber Beach](https://docsend.com/view/vn56xeqaaydcfuwa)| -2%| May 27| APO
Interviews, Lectures & Podcasts | Date Posted
---|---
[Acquired - Ferrari](https://www.acquired.fm/episodes/ferrari)| April 13|
[Benedict Evans - AI Eats the World](https://www.ben-evans.com/presentations) | May 27|