LongFSVJul 2026
FirstService Corporation
FirstService experienced a difficult second quarter because its roofing and residential closet businesses remained soft. The fund expects organic growth to improve during the…
FSV
1 published idea on FirstService Corporation across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on FirstService: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
FirstService experienced a difficult second quarter because its roofing and residential closet businesses remained soft. The fund expects organic growth to improve during the…