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SILVER BEECH CAPITAL

Key Manager/Person/CIO: James Hollier
Fund Size: Below $25 million
Most Recent Shareholder Letter: Aug 13, 2024
Filter by:
Stock Company 1 Month Performance 6 Month Performance 1 Year Performance Date Mentioned Performance Since Mentioned Source
CCitigroup11.24%13.74%50.05%Oct 30, 202389.59%Investment Letter
FRFHFFairfax Financial Holdings4.68%26.63%52.94%Oct 30, 202373.29%Investment Letter
FNFFidelity National Financial7.81%25.87%40.99%Oct 30, 202368.37%Investment Letter
BNBrookfield Corporation15.53%41.16%69.77%Feb 12, 202450.69%Investment Letter
ETEnergy Transfer20.88%26.74%42.98%Feb 12, 202446.68%Investment Letter
BTIBritish American Tobacco8.18%22.27%18.41%May 15, 202426.47%Investment Letter
BURBurford Capital0.96%-5.61%-1.80%Aug 13, 20246.07%Investment Letter
RCMR1 RCM0.35%11.28%31.65%Aug 13, 20242.36%Investment Letter
WSCWillScot Mobile Mini Holdings4.65%-3.02%-10.19%May 15, 2024-4.40%Investment Letter