LongRDNJul 2026
Radian Group Inc.
Radian was Aegis's largest purchase in the first half of 2026. The fund bought the shares at roughly book value and about 7-8 times earnings despite a record mortgage-insurance…
RDN
Which hedge funds are long RDN?
2 published ideas on Radian Group Inc. 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 Radian Group Inc.: 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
LongRDNJul 2026
Radian Group Inc.
Radian was Aegis's largest purchase in the first half, acquired at roughly book value and about 7-8 times earnings. The fund sees that valuation as unusually low given Radian's…