LongVFCSep 2026
VF Corporation
Curreen views VF Corporation as a turnaround backed by valuable consumer brands including The North Face, Timberland and Vans. The company has repaired its balance sheet…
Curreen Capital Partners, LP
Concentrated value investing focused on spinoffs, special situations, turnarounds and good businesses trading at attractive upside-to-downside valuations.9 published ideas
Curreen Capital Partners, LP is managed by Christian Ryther and focuses on understandable businesses available at substantial discounts to estimated downside and intrinsic values. The fund has particular experience investing in spinoffs, corporate events and turnaround situations.
Ideas from Curreen Capital Partners, LP
LongGETB:GBSep 2026
GetBusy
GetBusy provides online document exchange systems, primarily for accountants, and has continued growing since its 2017 spinoff from Reckon. The reported company is currently…
LongAAPSep 2026
Advance Auto Parts
Advance Auto Parts is a major fund position undergoing a turnaround. Curreen notes that the business historically generated returns on tangible capital approaching 20%…
LongFTRESep 2026
Fortrea Holdings
Fortrea is a contract research business that helps biotechnology and pharmaceutical customers design and execute clinical trials. The company was spun out of Labcorp in 2023 and…
LongFTDRSep 2026
Frontdoor
Frontdoor sells home service plans and coordinates repairs through a network of contractors. The company serves only about 2% of U.S. homes, leaving room for continued organic…
LongENR:GRSep 2026
Siemens Energy
Siemens Energy owns major power-generation and electricity-transmission businesses alongside a wind-turbine operation undergoing a turnaround. The company was separated from…
LongOPTUSep 2026
Optimum Communications
Curreen purchased Optimum as a short-duration tender-offer special situation rather than as a conventional long-term investment. The company offered to repurchase roughly 40% of…
LongGDOTSep 2026
Green Dot Corporation
Curreen bought Green Dot as a merger-spinoff opportunity tied to its combination with CommerceOne Financial. The transaction would separate Green Dot's fintech operation while…
LongTNETSep 2026
TriNet Group
Curreen added to TriNet because it viewed the company as an excellent business emerging from a difficult operating period at an unusually cheap valuation. Rapid changes in…
Letters covered
- Quarterly Letter, April–June 2026September 2, 2026
Source PDFs are not republished here; only extracted ideas and quotes.