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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | 11.24% | 13.74% | 50.05% | Oct 30, 2023 | 89.59% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | 4.68% | 26.63% | 52.94% | Oct 30, 2023 | 73.29% | Investment Letter |
| FNF | Fidelity National Financial | 7.81% | 25.87% | 40.99% | Oct 30, 2023 | 68.37% | Investment Letter |
| BN | Brookfield Corporation | 15.53% | 41.16% | 69.77% | Feb 12, 2024 | 50.69% | Investment Letter |
| ET | Energy Transfer | 20.88% | 26.74% | 42.98% | Feb 12, 2024 | 46.68% | Investment Letter |
| BTI | British American Tobacco | 8.18% | 22.27% | 18.41% | May 15, 2024 | 26.47% | Investment Letter |
| BUR | Burford Capital | 0.96% | -5.61% | -1.80% | Aug 13, 2024 | 6.07% | Investment Letter |
| RCM | R1 RCM | 0.35% | 11.28% | 31.65% | Aug 13, 2024 | 2.36% | Investment Letter |
| WSC | WillScot Mobile Mini Holdings | 4.65% | -3.02% | -10.19% | May 15, 2024 | -4.40% | Investment Letter |