LongMRXOct 2026
Marex Group Limited
Stone Sentinel Capital continues to hold Marex after the company delivered record revenue and profitability. Trailing twelve-month return on equity reached 25%, supporting the…
Stone Sentinel Capital
Concentrated global value investing in undervalued public equities, emphasizing fundamental research, margins of safety, disciplined risk management, and avoidance of permanent capital loss.3 published ideas
Stone Sentinel Capital is an equity investment manager focused on low-risk, high-return opportunities with substantial margins of safety. It evaluates business quality, management, valuation, and changes in the evidence behind each investment thesis. At the end of the third quarter of 2026, it held five publicly listed stocks across Taiwan, Malaysia, the United States, Canada, and Belgium.
Ideas from Stone Sentinel Capital
Long5070.KLOct 2026
Protasco Berhad
Stone Sentinel Capital continues to hold Protasco, which the manager believes offers substantial value at approximately 1.9 times trailing earnings. Business performance was in…
Long5515.TWOct 2026
Chien Kuo Construction Co., Ltd.
Stone Sentinel Capital initiated a position in Chien Kuo Construction earlier in 2026 because its investment portfolio, after conservative adjustments, represents roughly 80% of…
Letters covered
- Pitch, Know, Invest: Q326 Letter to PartnersOctober 8, 2026
Source PDFs are not republished here; only extracted ideas and quotes.