| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | -2.41% | 53.96% | 49.38% | Oct 30, 2023 | 153.68% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | -0.18% | 25.84% | 39.45% | Oct 30, 2023 | 114.02% | Investment Letter |
| BTI | British American Tobacco | -8.65% | 26.74% | 46.38% | May 15, 2024 | 71.32% | Investment Letter |
| FNF | Fidelity National Financial | -7.11% | -8.19% | -6.23% | Oct 30, 2023 | 46.72% | Investment Letter |
| ET | Energy Transfer | -6.37% | 2.51% | -0.31% | Feb 12, 2024 | 20.46% | Investment Letter |
| BN | Brookfield Corporation | -35.05% | -7.20% | -17.88% | Feb 12, 2024 | 6.90% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| BUR | Burford Capital | -10.94% | -8.97% | -16.37% | Aug 13, 2024 | -13.50% | Investment Letter |
| WSC | WillScot Mobile Mini Holdings | -5.24% | -12.51% | -40.40% | May 15, 2024 | -45.78% | Investment Letter |