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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | -8.38% | 15.40% | 41.99% | Oct 30, 2023 | 257.06% | Investment Letter |
| BTI | British American Tobacco | 5.53% | 6.76% | 19.03% | May 15, 2024 | 107.18% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | 1.69% | -4.10% | -10.17% | Oct 30, 2023 | 97.28% | Investment Letter |
| ET | Energy Transfer | 7.83% | 12.48% | 17.54% | Feb 12, 2024 | 50.44% | Investment Letter |
| FNF | Fidelity National Financial | 6.75% | -8.68% | -10.07% | Oct 30, 2023 | 33.09% | Investment Letter |
| BN | Brookfield Corporation | -4.99% | -10.02% | -5.37% | Feb 12, 2024 | 2.92% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| WSC | WillScot Mobile Mini Holdings | -9.16% | 22.71% | -12.86% | May 15, 2024 | -34.08% | Investment Letter |
| BUR | Burford Capital | -3.86% | -58.31% | -70.50% | Aug 13, 2024 | -67.98% | Investment Letter |