LongFFH.TOAug 2026
Fairfax Financial Holdings Limited
Fairfax Financial is a global property and casualty insurance and investment holding company run by Prem Watsa. The company's book value per share increased during the first half…
From the letters, not the 13Fs
What hedge funds are actually buying — in their own words
Every published stock pitch from every fund letter we cover, in one searchable archive. Free to read, nothing gated.
- 951
- published ideas
- 139
- funds covered
- 473
- unique tickers
from investor letters
hedge & long-only
long and short
Most active funds
Filter ideas by fund →The eight funds with the most published ideas right now — not the full list.
Sustainable Growth Advisers, LP
40 published ideas
Ariel Investments LLC - Ariel Global Fund
34 published ideas
Ayalon Trust Fund (4D) Global Stocks
24 published ideas
Eagle Capital Management, LLC
24 published ideas
Artisan Focus Fund
22 published ideas
Baron Financials ETF
21 published ideas
BAMCO, Inc. - Baron Emerging Markets Fund
20 published ideas
Polen Capital Management, LLC - Focus Growth Composite
18 published ideas
Some recent pitches
See all ideas →LongGUD.TOAug 2026
Knight Therapeutics Inc.
Knight Therapeutics is a specialty pharmaceutical company focused on acquiring, licensing and distributing drugs across Canada and Latin America. Its portfolio focuses on areas…
LongMXG.TOAug 2026
Maxim Power Corp.
Maxim Power is an independent power producer whose primary asset is a 300 MW combined-cycle natural gas plant in Alberta. The company is also developing the permitted 400 MW…