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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | 2.21% | 26.83% | 42.24% | Oct 30, 2023 | 269.74% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | -5.00% | -4.54% | -8.77% | Oct 30, 2023 | 95.61% | Investment Letter |
| BTI | British American Tobacco | -3.09% | -6.93% | -1.72% | May 15, 2024 | 84.30% | Investment Letter |
| ET | Energy Transfer | 5.10% | 18.25% | 24.23% | Feb 12, 2024 | 59.82% | Investment Letter |
| FNF | Fidelity National Financial | -8.36% | -9.13% | -26.05% | Oct 30, 2023 | 16.81% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| BN | Brookfield Corporation | -14.14% | -8.80% | -14.94% | Feb 12, 2024 | -6.68% | Investment Letter |
| WSC | WillScot Mobile Mini Holdings | -18.32% | -3.13% | -17.61% | May 15, 2024 | -52.85% | Investment Letter |
| BUR | Burford Capital | 2.22% | -47.16% | -64.94% | Aug 13, 2024 | -65.95% | Investment Letter |