LongCTTAug 2026
CTT - Correios de Portugal, S.A.
GreenWood believes CTT's low-cost and ultra-dense mail network has been successfully developed into an e-commerce flywheel that has rebuilt earnings beyond historical highs. The…
GreenWood Investors LLC
Concentrated global value and constructivist equity investing focused on valuation dislocations, governance catalysts and business transformations$180M AUM6 published ideas
GreenWood Investors LLC is a global concentrated investment manager led by Steven Wood. The firm focuses on areas of pessimism, structural inefficiency and low competition, with an owner-oriented constructivist approach that can include active involvement in governance and strategic transformations. It manages pooled investment vehicles and separately managed accounts.
Ideas from GreenWood Investors LLC
LongRTOAug 2026
Rentokil Initial plc
GreenWood identifies Rentokil's US customer-service overhaul as a key transformation within the portfolio. The fund believes the market is under-weighting both the timing and…
LongUHRAug 2026
The Swatch Group AG
GreenWood's Swatch thesis combines improving watch-industry fundamentals with the potential for significant governance reform. Bearer shareholders gave GreenWood approximately…
LongGNSAug 2026
Genus plc
GreenWood identifies Genus's PRP gene-edit program as a potentially game-changing catalyst for the company. The fund believes the market is under-weighting the timing and…
LongNXEAug 2026
NexGen Energy Ltd.
GreenWood views NexGen Energy's uranium mine as an industry-changing project and highlights that it is now federally approved and under construction. The position forms part of a…
LongJACKAug 2026
Jack in the Box Inc.
GreenWood materially increased its Jack in the Box position during first-half weakness and sees an operational turnaround replacing more than a decade of financial engineering as…
Letters covered
- 1H 2026 LetterAugust 13, 2026
Source PDFs are not republished here; only extracted ideas and quotes.