LongMOHOct 2026
Motor Oil (Hellas) Corinth Refineries S.A.
Motor Oil is part of Hosking's oil-refining basket, which benefited from disrupted Middle Eastern energy flows during the quarter. The manager believes the refining capital cycle…
All fund ideas
1601 published ideas from hedge fund investor letters. Filter by direction, fund or ticker — filtered views are not indexed separately.
Every published idea
Showing 30 of 1601 ideas
LongINSWOct 2026
International Seaways, Inc.
International Seaways is a constituent of Hosking's tanker investment basket. The manager originally identified the opportunity when investor aversion to a cyclical industry…
LongMPCOct 2026
Marathon Petroleum Corporation
Hosking sees Marathon Petroleum benefiting from a favorable refinery supply and demand imbalance. A shortage of new Western refining projects persists because of restrictive…
LongDHTOct 2026
DHT Holdings, Inc.
Hosking owns DHT through a basket of oil tanker operators favored for their capital-cycle dynamics. Extended underinvestment has constrained available vessel supply, while…
LongHAFNOct 2026
Hafnia Limited
Hafnia is part of Hosking Partners energy-shipping basket built on the capital-cycle thesis that years of underinvestment left the tanker fleet structurally supply constrained…
LongASCOct 2026
ASOS plc
Hosking views ASOS as a multi-year operational turnaround rather than a mature business whose value is already obvious. Management is executing a recovery program that has been…
LongVNOOct 2026
Vornado Realty Trust
Hosking added to Vornado as rising interest rates and AI-led market concentration compressed valuations of overlooked assets. The manager sees high-quality corporate offices in…
LongSAGAOct 2026
Saga plc
Hosking believes Saga is becoming a more capital-light, higher-return company despite its legacy reputation. Annualized return on invested capital reached roughly 25% in the…
LongGPEOct 2026
Great Portland Estates plc
Hosking added to Great Portland Estates after valuation pressure created by higher rates and investor concentration in AI shares. The manager believes high-quality London office…
LongSNWVOct 2026
Sanuwave Health, Inc.
Deep Sail's Sanuwave holding sold off after the U.S. Centers for Medicare and Medicaid Services proposed reducing reimbursement for UltraMist, its main product. The manager…
LongIAOct 2026
Innovative Aerosystems
Deep Sail believes Innovative Aerosystems is transforming from a small avionics supplier into a diversified, high-margin aerospace systems platform. It buys neglected product…
LongCFOct 2026
CF Industries Holdings, Inc.
CF Industries benefits from low-cost natural gas as it makes nitrogen fertilizers and ammonia. Disruptions around the Strait of Hormuz are constraining industry supply and create…
LongBKNGOct 2026
Booking Holdings Inc.
Booking holds valuable hotel supply relationships and broad search visibility. The investor believes AI agents may change the means of ranking and attracting customers, but not…
LongTDS.VOct 2026
Telephone and Data Systems, Inc. Series V Preferred Stock
Series V preferred is another income-oriented TDS position with a dividend above 8%. The investor identifies a potential 23%-42% return if TDS decides to redeem the preferred…
LongTDS.UOct 2026
Telephone and Data Systems, Inc. Series U Preferred Stock
Series U preferred provides a dividend yield above 8%, which is the main reason for the investment. A redemption to reduce interest costs could create an additional 23%-42%…
LongZTSOct 2026
Zoetis Inc.
Zoetis is a leading supplier of pharmaceuticals for pets and livestock, supported by a product pipeline and extensive history in animal health. Slowing growth and competition…
LongGTLBOct 2026
GitLab Inc.
GitLab has benefited from growing appreciation that AI development can boost demand for software development tools. The investor still recognizes the positive operating thesis…
LongSCHWOct 2026
The Charles Schwab Corporation
The investor believes Schwab has defensive advantages against AI disruption in its large asset base, regulatory approvals and credibility. These attributes could preserve the…
LongMBGLOct 2026
Mobility Global Inc.
Mobility Global owns CARFAX and related automotive-data businesses after spinning off from S&P Global. Management targets 7.5%-10% medium-term revenue growth and subsequent…
LongFGOct 2026
F&G Annuities & Life, Inc.
F&G could benefit from higher rates stimulating demand for annuities, while the stated book value is well above the market price. A better-aligned strategic owner could also…
LongTRSOct 2026
TriMas Corporation
TriMas is a packaging and gas-cylinder business whose balance sheet improved after disposing of its aerospace unit. The investor estimates its valuation at about 9.2 times 2026…
LongTRIPOct 2026
Tripadvisor, Inc.
Tripadvisor remains an investment because Viator appears to be a destination for travelers booking experiences. The sale of TheFork provides balance-sheet flexibility while…
LongTDSOct 2026
Telephone and Data Systems, Inc.
TDS is shifting its telecom business from copper into fiber while holding an 82% interest in Array Digital, formerly U.S. Cellular. Array now focuses on cellular towers and has…
LongFCNOct 2026
FTI Consulting, Inc.
FTI Consulting generates much of its earnings from turnaround, restructuring, forensic and litigation advisory franchises. The fund views these businesses as countercyclical and…
LongJBTMOct 2026
JBT Marel Corporation
JBT Marel sells food-processing equipment into protein and packaged food and beverages. Aftermarket parts and services supply about half of sales, while end markets are…
LongARWOct 2026
Arrow Electronics, Inc.
Arrow distributes a broad selection of semiconductors, generates substantial cash flow and has stronger financials than its closest competitor. After suffering from the cycle and…
LongSNXOct 2026
TD SYNNEX Corporation
TD SYNNEX is the largest global IT distributor and has broadened its mix toward software, cybersecurity and services. Its Hyve data-center unit is growing billings rapidly and is…
LongUPBDOct 2026
Upbound Group, Inc.
Upbound provides subprime consumers with rent-to-own and point-of-sale financing through Rent-A-Center and Acima. Operations have held up in spite of consumer financial pressure…
LongVSHOct 2026
Vishay Intertechnology, Inc.
Vishay supplies passive electronic components and discrete semiconductors across industrial and other markets. The fund sees stable industry competition, incremental…
LongFLOCOct 2026
Flowco Holdings Inc.
Flowco makes and rents specialized gas-lift and vapor-recovery equipment for U.S. onshore energy companies. The business is tied to ongoing production rather than just new well…
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Browse by fund
Fund profiles carry strategy, AUM and every idea that fund has published in a letter we cover.
- abrdn International Small Cap Active ETF
- abrdn U.S. Small Cap Equity Fund
- ACR Alpine Capital Research LLC
- Aegis Value Fund
- African Lions Fund Ltd.
- AGT Partners
- Alger Focus Equity Fund
- Alger Growth & Income Fund
- Alger Mid Cap Focus Fund
- Alger Mid Cap Growth Fund
- Alger Spectra Fund
- Alpine Capital (Pty) Ltd
- Amati AIM IHT Portfolio Service
- Andrew Hill Investment Advisors, Inc.
- Arauca Capital B.V. / Arauca Capital Fund
- Ariel Focus Fund
- Ariel Global Fund
- Ariel International Fund
- Ariel Investments LLC - Ariel Global Fund
- Ariel Investments, LLC — Ariel Focused Value Composite
- Ariel Investments, LLC — Ariel Global Composite
- Ariel Investments, LLC — Ariel Small/Mid Cap Value Composite
- Ariel Mid Cap Value Composite
- Aristotle Core Equity Fund
- Aristotle International Equity Fund
- Aristotle Small Cap Equity Fund
- Aristotle Value Equity Fund
- Arquitos Capital Management
- Artemis US Select Fund
- Artisan Focus Fund
- Artisan Global Discovery Fund
- Artisan Global Opportunities Fund
- Artisan International Small-Mid Fund
- Artisan Mid Cap Fund
- Artisan Partners Limited Partnership - Antero Peak Strategy
- Artisan Sustainable Emerging Markets Fund
- Ashva Capital Management LLC
- Asia Frontier Capital Ltd.
- Auxier Focus Fund
- Ayalon (4D) Global Stocks, managed by Ayalon Trust Funds Ltd.
- Ayalon Trust Fund (4D) Global Stocks
- Azvalor Asset Management, SGIIC, S.A.
- BAMCO, Inc.
- BAMCO, Inc. - Baron Emerging Markets Fund
- Barometer Capital Management Inc.
- Baron Asset Fund
- Baron Fifth Avenue Growth Fund
- Baron Financials ETF
- Baron Generational Growth Fund
- Baron Opportunity Fund
- Baron Partners Fund
- BBH Select Mid Cap ETF
- Bell Asset Management Limited - Bell Australian Small Companies Fund (Class A)
- Bilbel Capital Fund LP / Bilbel Capital LLC
- BlackRock Global Dividend Fund
- BlackRock Science and Technology Term Trust
- Blue Orca, LLC
- Bonsai Partners Fund, LP
- Bretton Fund / Bretton Capital Management, LLC
- Bronte Capital Management Pty Limited — Bronte Amalthea Fund
- Cambiar International Equity Fund
- City Different Holdings LP
- City Different Investments
- ClearBridge Appreciation Strategy
- ClearBridge Dividend Strategy
- ClearBridge ESG Investment
- ClearBridge Large Cap Growth Strategy
- ClearBridge Value Strategy
- Comstock Capital Value Fund
- Conestoga Capital Advisors, LLC
- Conventum - Alluvium Global Fund
- Cooper Investors Global Equities Fund (Unhedged) - Cooper Investors Pty Limited
- Crossroads Capital
- Crypto Native Capital
- Curreen Capital Partners, LP
- Davenport Value & Income Fund
- Deep Sail Capital Partners LP
- Diamond Hill Capital Management, LLC
- Diamond Hill Capital Management, LLC - International Strategy
- Diamond Hill Capital Management, LLC - Mid Cap Strategy
- Diamond Hill Capital Management, LLC - Small-Mid Cap Strategy
- Diamond Hill Capital Management, LLC / Mid Cap Strategy
- Eagle Capital Management, LLC
- Easterly Global Real Estate Fund — Easterly Investment Partners LLC
- Edgewood Management LLC
- Edgewood Management LLC - Large Cap Growth Composite
- Emeth Value Capital, LLC
- Fenimore Asset Management, Inc.
- Fidelity Dividend Growth Fund
- First Eagle Global Equity ETF
- First Eagle Global Real Assets Fund
- First Eagle Gold Fund
- Forager Australian Shares Fund
- Forager International Shares Fund
- FPA Crescent Fund
- FPA Queens Road Small Cap Value Fund
- GA-Courtenay Special Situations Fund
- Gabelli Enterprise Mergers & Acquisitions Fund
- Gabelli International Growth Fund Inc.
- Gabelli SRI Fund
- Gator Financial Partners, LLC; Gator Offshore Partners, Ltd.; and Gator Qualified Partners, LLC
- GCQ Flagship PIE Fund
- Greenhaven Road Investment Management, LP
- GreenWood Investors LLC
- Greystone Capital Management LLC
- Guinness Asian Equity Income Fund
- Guinness European Equity Income Fund
- Guinness Global Energy Fund
- Guinness Global Energy Fund / Guinness Asset Management Limited
- Guinness Global Equity Income Fund
- Guinness Sustainable Energy Fund
- Harbor Mid Cap Value Fund
- Harding Loevner LP - Global Equity Composite
- Harding Loevner LP Global Developed Markets Equity
- Hayden Capital, LLC
- Hennessy Energy Transition Fund
- Hennessy Equity and Income Fund
- Hennessy Focus Fund
- Hennessy Japan Fund
- Hennessy Midstream Fund
- Hinde Group LLC
- HMC Capital Partners Fund I
- Hood River International Opportunity Fund
- Horos Value Internacional
- Hosking Partners LLP
- Hotchkis & Wiley Global Value Fund
- Immersion Investment Partners, LP
- Ingalls Investment Management, LLC - Stewart Asset Management Team
- Jackson Peak Capital
- Janus Henderson Absolute Return Fund
- Janus Henderson Capital Funds Plc - Global Life Sciences Fund
- Janus Henderson European Smaller Companies Fund
- Janus Henderson Global Sustainable Equity Fund
- Janus Henderson Horizon Fund - Global Smaller Companies Fund
- Janus Henderson Horizon Global Property Equities Fund
- Janus Henderson Japan Opportunities Fund
- Janus Henderson UK Responsible Income Fund
- JB Global Capital
- Keeley Gabelli Mid Cap Dividend Fund
- Keeley Gabelli Small Cap Dividend Fund
- Keeley Gabelli SMID Cap Value Fund
- Keeley Small Cap Fund
- Khrom Investments Fund, LP
- Lakehouse Global Growth Fund
- LongRun Equity Fund / Rothschild & Co Investment Managers
- Loomis Sayles Global Growth Fund
- LVS Advisory LLC
- Mar Vista Investment Partners, LLC
- Matrix Asset Advisors
- McElvaine Value Fund
- Merchant West Global Equity Fund
- Merchant West Sanlam Collective Investments Balanced Plus Fund
- Merchant West Sanlam Collective Investments Dividend Equity Fund
- Merchant West Sanlam Collective Investments Global Property Income Fund
- Meridian Contrarian Fund
- Meridian Hedged Equity Fund
- Meridian Small Cap Growth Fund
- Middle Coast Investing
- Miller/Howard Investments, Inc.
- Minotaur Global Opportunities Fund
- Munro Climate Change Leaders Fund
- Munro Concentrated Global Growth Fund
- Munro Global Growth Fund
- Munro Global Growth Small & Mid Cap Fund
- Night Watch Investment Partners LP
- Nomura Emerging Markets Fund
- Nomura Global Growth Fund
- Nomura Growth and Income Fund
- Nomura Large Cap Growth Fund
- Nomura Mid Cap Growth Fund
- Nomura Mid Cap Income Opportunities Fund
- Nomura Small Cap Core Fund
- Nomura Small Cap Growth Fund
- Nomura Small Cap Value Fund
- Nomura Smid Cap Core Fund
- Nomura Value Fund
- Nomura Value Fund, a series of Delaware Group Equity Funds II
- Oak Ridge Investments, LLC
- Optimist Fund
- Orbis Investment Management Limited
- Osterweis Opportunity Fund
- Overstone Global All Cap Value Fund
- Overstone Global Equity Fund
- Overstone International Value Fund
- Overstone UCITS Global Smaller Companies Fund
- Overstone World All Cap Equity Fund
- Pelican Bay Capital Management, LLC
- Pershing Square Capital Management, L.P.
- PM Capital Australian Companies Fund
- Polaris Capital Management, LLC
- Polaris Capital Management, LLC — Global Equity Composite
- Polen 5Perspectives Growth Opportunities Portfolio
- Polen Capital Management - International Growth Composite
- Polen Capital Management, LLC
- Polen Capital Management, LLC - Focus Growth Composite
- Polen Capital Management, LLC - International Growth Composite
- Praetorian Capital
- Pzena Investment Management, LLC - Focused Value
- Pzena Investment Management, LLC — International Value Composite
- REQ Global Compounders
- River Oaks Capital
- Robert W. Baird & Co. Incorporated
- ROCKLINC Investment Partners Inc.
- Rowan Street Capital, LLC
- Ruffer LLP / Ruffer Investment Company Limited
- RV Capital AG - Business Owner Fund
- SaltLight Capital Management (Pty) Ltd
- Sandhill Capital Partners LLC d/b/a Sandhill Investment Management
- Sands Capital Management, LLC - Emerging Markets Growth Composite
- Sands Capital Management, LLC - Global Growth
- Sands Capital Management, LLC - International Growth
- Sands Capital Management, LLC - Select Growth
- Sands Capital Management, LLC - Technology Innovators
- Sawgrass Asset Management, LLC
- Smoak Capital, LP / Smoak Capital Management, LLC
- Sound Shore Fund, Inc.
- SPARX Japan Equity Long Short Fund
- Spheria Global Opportunities Fund
- Stewart Asset Management Team at Ingalls Investment Management, LLC
- Stone Sentinel Capital
- Sustainable Growth Advisers, LP
- Sustainable Growth Advisers, LP - Global Growth Composite
- Sustainable Growth Advisers, LP - U.S. Large Cap Growth
- Tactile Fund LP / Alluvial Capital Management, LLC
- TCW Concentrated Large Cap Growth Fund
- The Gabelli ABC Fund
- The Gabelli Asset Fund
- The Gabelli Dividend Growth Fund, a series of Gabelli Equity Series Funds, Inc.
- The Gabelli Equity Income Fund
- The Gabelli Focused Growth and Income Fund
- The Gabelli Global Content & Connectivity Fund
- The Gabelli Global Financial Services Fund
- The Gabelli Global Growth Fund
- The Gabelli Global Mini Mites Fund
- The Gabelli Global Rising Income and Dividend Fund
- The Gabelli Gold Fund, Inc.
- The Gabelli Growth Fund
- The Gabelli International Small Cap Fund
- The Gabelli Small Cap Growth Fund
- The Gabelli Utilities Fund
- The Gabelli Value 25 Fund Inc.
- The Insiders Fund, LP
- The Oak Bloke
- The Steppe Eagle OEIC Ltd
- Third Avenue Small-Cap Value Fund
- Third Point LLC
- Third Point Offshore Fund, Ltd. / Third Point LLC
- TimesSquare Capital Management, LLC
- Touchstone Balanced Fund
- Tweedy, Browne International Value Fund
- Unconventional Value
- Victory Capital Management Inc. — Sycamore Mid Cap Value Equity
- Voss Capital, LP
- Voya MI Dynamic Small Cap Fund
- Weitz Large Cap Equity Fund
- Weitz Partners III Opportunity Fund
- WestEnd Capital Management, LLC
- White Brook Capital, LLC
- William Blair Growth Fund
- William Blair Large Cap Growth Fund
- William Blair Small Cap Growth Fund
- William Blair Small-Mid Cap Core Fund
- William Blair Small-Mid Cap Growth Fund
- WS Amati Global Innovation Fund
- WS Amati UK Listed Smaller Companies Fund
- WS Ruffer Absolute Return Fund / Ruffer LLP
- WS T. Bailey UK Responsibly Invested Equity Fund