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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | -3.14% | 20.49% | 41.08% | Oct 30, 2023 | 209.40% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | -10.34% | -6.48% | 19.41% | Oct 30, 2023 | 105.70% | Investment Letter |
| BTI | British American Tobacco | 2.07% | 11.17% | 57.14% | May 15, 2024 | 94.07% | Investment Letter |
| FNF | Fidelity National Financial | 0.33% | -1.22% | -4.84% | Oct 30, 2023 | 45.74% | Investment Letter |
| ET | Energy Transfer | 10.70% | 3.84% | -14.01% | Feb 12, 2024 | 33.75% | Investment Letter |
| BN | Brookfield Corporation | 0.71% | 3.12% | 17.35% | Feb 12, 2024 | 14.38% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| BUR | Burford Capital | 8.22% | -30.00% | -29.85% | Aug 13, 2024 | -23.19% | Investment Letter |
| WSC | WillScot Mobile Mini Holdings | 10.37% | -30.34% | -45.01% | May 15, 2024 | -46.28% | Investment Letter |