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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | -11.63% | 13.06% | 38.94% | Oct 30, 2023 | 244.38% | Investment Letter |
| BTI | British American Tobacco | 6.10% | 8.28% | 20.64% | May 15, 2024 | 108.30% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | 3.94% | -6.04% | -8.05% | Oct 30, 2023 | 101.64% | Investment Letter |
| ET | Energy Transfer | 7.36% | 14.90% | 17.63% | Feb 12, 2024 | 49.78% | Investment Letter |
| FNF | Fidelity National Financial | 8.35% | -5.80% | -7.19% | Oct 30, 2023 | 35.09% | Investment Letter |
| BN | Brookfield Corporation | -3.94% | -8.44% | -4.14% | Feb 12, 2024 | 4.05% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| WSC | WillScot Mobile Mini Holdings | -10.13% | 20.68% | -12.24% | May 15, 2024 | -34.78% | Investment Letter |
| BUR | Burford Capital | -6.07% | -58.17% | -70.78% | Aug 13, 2024 | -68.72% | Investment Letter |