LongPBISep 2026
Pitney Bowes Inc.
Greystone views Pitney Bowes as a turnaround whose true economics remain obscured by its legacy reputation as a declining mail company and years of GAAP losses from restructuring…
Greystone Capital Management LLC
Concentrated long-only value investing in neglected small- and micro-cap companies with mispriced earnings power.$3M AUM4 published ideas
Greystone Capital Management LLC is a concentrated value manager led by Adam Wilk, focused primarily on small- and micro-cap businesses where neglect, stale labels or misunderstood economics create mispricing. The process emphasizes primary research, unit economics, cash flow, capable management and patient ownership. The supplied Q2 letter applies that framework to several core holdings, while an external fund database reports approximately $3.01 million of AUM as of June 30, 2026. ([buysidedigest.com][2])
Ideas from Greystone Capital Management LLC
LongNRPSep 2026
Natural Resource Partners L.P.
Natural Resource Partners owns coal and soda-ash royalty interests, and weak commodity conditions have left the shares flat to down despite Greystone's longer-term thesis. The…
LongKITSSep 2026
KITS Eyecare Ltd.
Greystone believes KITS has built a meaningful price-and-convenience advantage by delivering prescription glasses for roughly one-third to one-quarter of traditional retail…
LongFOURSep 2026
Shift4 Technologies
Shift4 shares fell after strong 2025 results were accompanied by weaker-than-expected 2026 guidance, tax-free-shopping headwinds and lower free-cash-flow conversion. Greystone…
Letters covered
- Q2 2026 Investor LetterSeptember 2, 2026
Source PDFs are not republished here; only extracted ideas and quotes.