Investor letter, July 2026
The fund returned approximately 11% (net) in the second quarter
- Letters
- 28
- Companies
- 29
- Coverage
-
Feb 2018
Jul 2026
Frequently mentioned companies
Approved mentions
KKR
KKR & Co. Inc.
5
CLBT
Cellebrite DI Ltd.
4
BUR
Burford Capital Ltd
2
APPS
Digital Turbine, Inc.
2
HGTY
Hagerty, Inc.
2
ALTG
Alta Equipment Group Inc.
1
APG
APi Group Corp
1
APO
Apollo Global Management, Inc.
1
BXC
BlueLinx Holdings Inc.
1
CLAR
Clarus Corp
1
CODI
Compass Diversified Holdings
1
COST
Costco Wholesale Corp
1
CRH
Crh Public Ltd Co
1
ESTC
Elastic N.V.
1
ETSY
Etsy Inc
1
EXTR
Extreme Networks Inc
1
GOGO
Gogo Inc.
1
GFF
Griffon Corp
1
LFCR
Lifecore Biomedical, Inc. De
1
LQDA
Liquidia Corp
1
PAR
Par Technology Corp
1
RICK
Rci Hospitality Holdings, Inc.
1
ROKU
Roku, Inc
1
NOW
ServiceNow, Inc.
1
Letter archive
Investor letter, November 2024
third quarter
Investor letter, May 2024
In the first quarter
Investor letter, February 2024
fourth quarter and 13% net for the year
Investor letter, February 2023
+4% in the fourth quarter and -36% for the full year
Investor letter, May 2021
In the first quarter
Investor letter, February 2021
The Partners Fund returned 24% in the fourth quarter, bringing the full year returns to approximately 31%.
Investor letter, January 2021
In the fourth quarter, Greenhaven's fund returned in excess of 30%, bringing full-year 2020 returns to more than 105%
Investor letter, August 2020
The second quarter was a healthy period for markets as they began their recovery after bottoming in March.
Investor letter, May 2020
The first quarter marked the arrival of the pandemic and the fastest bear market in modern financial history.
Investor letter, November 2018
in the third quarter
Investor letter, August 2018
year-to-date through Q2
Investor letter, February 2018
Q4 2017