Investment Firm | Return | Date Posted |Companies
---|---|---|---
[Alluvial Capital](https://mcusercontent.com/b5aa12c5c889b46c0f8288f6d/files/3cbff9a0-8631-292c-f60b-5076d8fdde2d/Alluvial_Capital_Management_Q3_2025_Letter_to_Partners.pdf)| 15.5%| October 23|
[Bristlemoon](https://www.bristlemoonresearch.com/p/bristlemoon-september-2025-quarterly?hide_intro_popup=true)| 5%| October 23| ASML, GOOGL
[Cedar Creek Partners](https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/68f803ac227fd8726c123690/1761084332102/Q3+2025+Results+for+Cedar+Creek+Partners.pdf)| 9.9%| October 23| PHIG, ENDI
[Coatue Public Markets Update](https://drive.google.com/file/d/1Y2CLckBIjfjGClkNikvfOnZ0WyLZhkrT/view)| | October 23|
[GMO](https://www.gmo.com/globalassets/articles/quarterly-letter/2025/gmo-quarterly-letter_3q-2025.pdf)| | October 23|
[Greenlight Capital](https://hedgefundalpha.com/wp-content/uploads/2025/10/Qlet2025-03-1_unlocked_watermark.pdf)|-3.6% | October 23| META, CRWV, GRBK, PCG, COYA
[JDP Capital](https://jdpcap.com/wp-content/uploads/2025/10/3Q-2025-JDP-Capital.pdf)| 12.8%| October 23| CATL
[Kathmandu Capital](https://static1.squarespace.com/static/63465dbda3a3280f2afb25eb/t/68ede8ce09250d416b88bf3f/1760422094532/KC+3Q25+Letter+to+Investors+F.pdf)|14.5%| October 23|
[LVS Advisory](https://lvsadvisory.com/wp-content/uploads/2025/10/LVS-Advisory-Letter-Q3-2025.pdf)| | October 23|15.7, 10.4%| October 23| GLNG
[1 Main Capital](https://static1.squarespace.com/static/5e03bb9dcc191357f10902ad/t/68e070da968bdd159176dfec/1759539418617/Q3%2725+letter.pdf)|16.1% | October 23| RLGT
[Plural Investing](https://mcusercontent.com/0621b1ecf16131aced159c001/files/071b3c09-4a13-dda8-09e8-f8e93373eb57/Plural_Partners_Fund_Letter_2025_Q3.pdf?mc_cid=81f81dce6b)| -5.6%| October 23| JET2.L, JDG.L, GLIB.A
[Rowan Street](https://alexkopel.substack.com/p/rowan-street-q3-2025-letter?r=tj6tz&utm_medium=ios&triedRedirect=true)| 0.2%| October 23| META, SHOP, TSLA, SPOT, NFLX, ADYEN, TTD, CVE.TOI
[Semper Vic](https://drive.google.com/file/d/1nVx-CNu2WnpOQDR3th39a27FGZAXa5eU/view)|3.3% | October 23|
[Upslope Capital](https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/68eee54caf652f072c829082/1760486732911/Upslope+-+2025Q3+Letter.pdf)| 8.8%| October 23| INTC, IMXI, BIO, STE, WST, KDEF
[Vltava Fund](https://www.vltavafund.com/data/dopisy/dopis_87_en.pdf)| | October 23| FISV, MRX, NOVO
[Wedgewood Partners](https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf)| | October 23| NVDA, TSM, CDW
[Bristlemoon](https://imonkey-files.s3-us-west-1.amazonaws.com/2025_Bristlemoon_Global_Fund_September_Quarterly_Report_Vf.pdf)| 5%| October 28| ASML, GOOGL
[ClearBridge](https://www.clearbridge.com/dam/content/zmtto5uhhn/pdf/StrategyCommentary-ClearBridgeLargeCapGrowth3Q25-US-en-US.pdf)| | October 28|
[Culper Research - Doordash](https://img1.wsimg.com/blobby/go/cc91fda7-4669-4d1b-81ce-a0b8d77f25ab/downloads/b0a1f32a-9b7b-414c-8d1d-3cbed8bae846/Culper_DASH_10-23-2025.pdf?ver=1761227902544)| | October 28| DASH
[Curreen Capital](https://static1.squarespace.com/static/55f99b0ae4b02c9607c0f701/t/68fb854fd341cd60619e6e06/1761314127192/Q3+2025+Letter.pdf)| 9%| October 28|
[Headwaters Capital](https://imonkey-files.s3-us-west-1.amazonaws.com/3Q-2025-HCM-Investor-Letter.pdf)|-2.7 | October 28| MEDP, INSP, BSY
[Immersion Investments](https://files.constantcontact.com/920f57ab801/3849dd69-cefc-4238-9b4d-025ea98ff5e2.pdf)| | October 28| CELH, MAMA
[Kerrisdale Capital - Long Thesis on Buzzi](https://www.kerrisdalecap.com/wp-content/uploads/2025/10/Buzzi-Kerrisdale.pdf)| | October 28| BZU
[LRT Capital](https://imonkey-files.s3-us-west-1.amazonaws.com/2025-09-September-Investor-Update.pdf)| -0.4%| October 28|
[Middlecoast Investing](https://imonkey-files.s3-us-west-1.amazonaws.com/3Q%202025_Middle%20Coast%20Investing%20Letter_%20Artificial%20Intelligence%2C%20Natural%20Caution%20-%20Middle%20Coast%20Investing.pdf)| | October 28|
[Palm Valley](https://imonkey-files.s3-us-west-1.amazonaws.com/3Q25%20PVCMX%20letter.pdf)| 2.3%| October 28|
[Polen Focus](https://imonkey-files.s3-us-west-1.amazonaws.com/3Q25-Polen_Focus-Growth_Commentary.pdf)| | October 28|
[Praetorian Capital](https://go.pracap.com/hubfs/Quarterly%20Letters/2025/2025%20Q3%20Investor%20Letter%20-%20Approved.pdf)| 5.7%| October 28| JOE
[Rewey Asset Management](https://imonkey-files.s3-us-west-1.amazonaws.com/3Q25-RAM-Smid.pdf)|9.2%| October 28|
[Fuzzy Panda Research - EOS](https://fuzzypandaresearch.com/eos-energy-eose-deadly-gas-doe-loan-default/)| | October 30| EOS
[Hirschman Capital](https://client.hcapital.llc/q3-2025-results-public)| 147.4%| October 30
[Howard Marks Memo](https://www.oaktreecapital.com/docs/default-source/memos/a-look-under-the-hood.pdf?sfvrsn=342a2966_2)| | October 30
[Pernas Research](https://pernasresearch.com/quarterly/2025-q3-investment-letter/)| 31.7%| October 30| APLD, STX, CGEH, RELY
[Desert Lion](https://mcusercontent.com/2b965ce88104d672785279e80/files/da986cd1-b688-1c5f-6992-00b89303984d/2025_09_Desert_Lion_Investor_Report_September_2025.pdf)| 10.8%| November 7|
[Kerrisdale - Long Thesis on Aixtron](https://www.kerrisdalecap.com/wp-content/uploads/2025/11/AIXA-Kerrisdale.pdf)| | November 7|
[Massif Capital](https://beehiiv-publication-files.s3.amazonaws.com/uploads/downloadables/7978612e-a4f0-402b-8c48-b0a0dd5681a9/6ee9a563-7540-4a50-aabf-3dc9cae46de8/3Q2025%20Letter%20to%20Investors%20Massif%20Capital.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQCMHTQSE2JGAGXHJ%2F20251103%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20251103T213107Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=28c5e57b821585749ccd19f89b6a0a04e11b7cdfe965e70d922cf8a5334092c0)| 36%| November 7|
[Kingdom Capital](https://www.kingdomcapitaladvisors.com/fund-letters/q3-2025)| 20.7%| November 12|
[Maran Capital](https://static1.squarespace.com/static/54cd02c2e4b0c5c90af010e7/t/6906880b1935a95287b78bf1/1762035723520/Maran+Partners+Fund+LP+2025+3Q+Letter.pdf)|1.4%| November 12|
[Third Point Capital](https://assets-malibu-life.s3.us-west-2.amazonaws.com/system/uploads/fae/file/asset/1673/Third_Point_Q3_2025_Investor_Letter_TPIL.pdf)| 3.2%| November 12| SK HYNIX
[Alphyn Capital](https://www.alphyncap.com/uploads/1/4/1/2/14123551/acml_2025-q3.pdf)| | November 13| GOOGL, PROSUS, GLD, BUR
[Blue Tower](https://static1.squarespace.com/static/54373ea8e4b0152f9d332f13/t/68ff2107254dff678f320159/1761550599922/2025+Q3.pdf)| | November 13|
[East 72](https://east72.com.au/wp-content/uploads/2025/10/E72DT-Quarterly-Report-September-2025.pdf)|1.6% | November 13|
[Greenhaven Road](https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/690e575486b157512d0875cd/1762547540187/Greenhaven+Road+-+2025+Q3+-+Final-.pdf)| -9%| November 13| LFCR, CBLT, KFS
[Horizon Kinetics](https://horizonkinetics.com/app/uploads/Horizon-Kinetics-Q3-2025-Commentary-Final.pdf)| 3%| November 13|
[Sohra Peak](https://mcusercontent.com/3fff1ea9d792aab7f6dffe0ab/files/f4892c44-9bf2-ef06-4543-41d9e580ecee/Sohra_Peak_Capital_Partners_Partnership_Letter_Q3_2025.pdf)| 4.9% | November 18|
[Hinde](https://static1.squarespace.com/static/5908ee641b631b40f8111cb3/t/69138f5fc9fe4139db058faa/1762889567108/Hinde_Partner+Letter_2025+Q3.pdf)| 13.9%|November 30|
[Jackson Peak](https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:c346e55f-fb3f-4564-9577-44e85494b8cc?viewer%21megaVerb=group-discover)|-2.9%| November 30|
[Hayden Capital](https://haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2025-Q3.pdf)| 20.1%|December 1|
[Salt Light Capital](https://saltlight-website-files.s3.eu-west-1.amazonaws.com/documents/SLTWWF_Letter_3Q_2025.pdf)|17.8%| December 1|
[Atai Capital](https://static1.squarespace.com/static/635cafa2259a125cc55eae33/t/692f1c9e8b4ba0222187ee19/1764695198062/Atai+Capital+-+Q3-2025+Letter.pdf)| 10.7%| December 4| BKTI
[Desert Lion](https://mcusercontent.com/2b965ce88104d672785279e80/files/09d60a71-6f1f-2954-868b-07733f82535e/2025_11_Desert_Lion_Investor_Report_November_2025.pdf)| | December 5|
[Whitebrook Capital - Sanara MedTech](https://drive.google.com/file/d/13APSthiB5RmYBZZiLCd5keqxB00VABCx/view)| | December 5|SMTI
[Silver Ring Partners](https://mcusercontent.com/57cdfc490b101d54b70128c06/files/6000bbb7-5799-4598-d588-3e891ea6181d/SilverRingValuePartners_2025Q3_Letter.pdf)| | December 15|
[Howard Marks Memo](https://www.oaktreecapital.com/docs/default-source/memos/is-it-a-bubble.pdf?sfvrsn=d4a92866_3)| | December 16|
Interviews, Lectures & Podcasts | Date Posted
---|---
[Bill Ackman](https://valueinvestingwithlegends.libsyn.com/bill-ackman-evolving-investment-playbook-from-mbia-to-moats)| October 23|
[Richard Brekka on Illiquid Market Advantages](https://valueinvestingwithlegends.libsyn.com/richard-brekka-from-venture-to-secondaries-richard-brekka-on-illiquid-market-advantages)| November 10|
[Jeff Yass](https://www.youtube.com/watch?v=qU9N75Fe1yU)| November 11|
[Michael Burry](https://www.pushkin.fm/podcasts/against-the-rules/michael-burry-speaks)| December 4|
[Gavin Baker](https://www.youtube.com/watch?v=cmUo4841KQw)| December 16|