| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | -0.84% | 56.44% | 51.78% | Oct 30, 2023 | 157.76% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | 0.27% | 26.41% | 40.09% | Oct 30, 2023 | 114.99% | Investment Letter |
| BTI | British American Tobacco | -9.60% | 25.43% | 44.86% | May 15, 2024 | 69.53% | Investment Letter |
| FNF | Fidelity National Financial | -6.31% | -7.40% | -5.42% | Oct 30, 2023 | 47.98% | Investment Letter |
| ET | Energy Transfer | -4.71% | 4.34% | 1.47% | Feb 12, 2024 | 22.60% | Investment Letter |
| BN | Brookfield Corporation | -32.60% | -3.71% | -14.78% | Feb 12, 2024 | 10.92% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| BUR | Burford Capital | -7.21% | -5.16% | -12.87% | Aug 13, 2024 | -9.88% | Investment Letter |
| WSC | WillScot Mobile Mini Holdings | -2.18% | -9.68% | -38.47% | May 15, 2024 | -44.03% | Investment Letter |