LongKNSLSep 2026
Kinsale Capital Group Inc.
ROCKLINC identifies Kinsale as a specialty-insurance holding benefiting from a favorable insurance pricing environment. The manager points to disciplined underwriting as an…
ROCKLINC Investment Partners Inc.
Concentrated, fundamentally driven long-term value investing in high-quality global businesses, emphasizing capital preservation, durable cash flows, royalty structures and precious-metal exposure.12 published ideas
ROCKLINC Investment Partners Inc. manages separately managed accounts and concentrated equity funds for private investors. Its process emphasizes intrinsic value, management quality, robust balance sheets and protection of investor capital. The September 2026 report covers the Partners Fund, Kokomo Fund, and Principled Equity ETF, together with an in-depth company discussion of Royalty Pharma.
Ideas from ROCKLINC Investment Partners Inc.
LongTSUSep 2026
Trisura Group Ltd.
Trisura is one of ROCKLINC’s largest disclosed holdings in its Partners Fund, with a 9.58% weight at the end of the third quarter. The investment case centers on the favorable…
LongROPSep 2026
Roper Technologies Inc.
ROCKLINC describes Roper Technologies as a quality compounder that continues to offer an attractive long-term margin of safety. Its inclusion in the industrial and infrastructure…
LongPLDSep 2026
Prologis Inc.
ROCKLINC regards Prologis as a high-quality real estate compounder trading at a valuation that offers a long-term margin of safety. It groups the company with resilient holdings…
LongCCJSep 2026
Cameco Corporation
ROCKLINC owns Cameco for secular tailwinds in uranium demand and the broader energy transition. The manager groups uranium with its base-metal and agricultural-material holdings…
LongBURSep 2026
Burford Capital Limited
ROCKLINC sees significant upside in Burford Capital’s specialist litigation-finance model. The company’s leadership in complex litigation financing sets it apart from traditional…
LongRPRXSep 2026
Royalty Pharma plc
ROCKLINC views Royalty Pharma as a high-quality financial toll collector on global pharmaceutical innovation rather than a traditional drug developer. It buys senior contractual…
LongNOWSep 2026
ServiceNow
ROCKLINC believes the market is mispricing ServiceNow despite the resilience of its enterprise software franchise. The letter stresses that durable competitive advantages and the…
LongORSep 2026
OR Royalties Inc.
ROCKLINC favors gold royalty and streaming businesses as asset-light beneficiaries of its forecast for higher precious-metal prices over the next three to five years. OR…
LongAEMSep 2026
Agnico Eagle Mines Limited
ROCKLINC retains Agnico Eagle as a direct gold-mining exposure within a portfolio otherwise dominated by royalty structures. Gold prices well above historical averages supported…
LongRGLDSep 2026
Royal Gold Inc.
ROCKLINC views Royal Gold as another beneficiary of its favorable multiyear gold thesis and preference for capital-light royalty structures. An expanded royalty and streaming…
LongSIISep 2026
Sprott Inc.
ROCKLINC expects structural investor demand for gold, precious metals and critical materials to remain supported by fiscal debt burdens and monetary debasement. Sprott offers…
Letters covered
- Third Quarter Report 2026September 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.