LongCLDTJul 2026
Chatham Lodging Trust
Chatham Lodging Trust is part of the hotel-REIT exposure Aegis built around discounted real estate values and favorable lodging fundamentals. The position had been established…
CLDT
Which hedge funds are long CLDT?
2 published ideas on Chatham Lodging Trust across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Chatham Lodging Trust: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCLDTJul 2026
Chatham Lodging Trust
Chatham Lodging Trust complements Aegis's other hotel REIT holdings and was established late in the prior year. Aegis views hotel REITs as discounted relative to replacement cost…