| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | 1.43% | 35.46% | 43.83% | Oct 30, 2023 | 174.69% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | 5.27% | 2.04% | 19.35% | Oct 30, 2023 | 109.58% | Investment Letter |
| BTI | British American Tobacco | 13.56% | 28.07% | 54.07% | May 15, 2024 | 93.77% | Investment Letter |
| FNF | Fidelity National Financial | 7.78% | 9.33% | -5.54% | Oct 30, 2023 | 58.14% | Investment Letter |
| ET | Energy Transfer | -3.72% | -13.34% | Feb 12, 2024 | 24.30% | Investment Letter | |
| BN | Brookfield Corporation | 0.72% | 20.31% | 13.09% | Feb 12, 2024 | 13.84% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| BUR | Burford Capital | -5.83% | -26.22% | -31.25% | Aug 13, 2024 | -27.08% | Investment Letter |
| WSC | WillScot Mobile Mini Holdings | -8.23% | -25.30% | -47.76% | May 15, 2024 | -50.10% | Investment Letter |