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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | 2.09% | 26.69% | 42.07% | Oct 30, 2023 | 269.32% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | -4.88% | -4.41% | -8.65% | Oct 30, 2023 | 95.88% | Investment Letter |
| BTI | British American Tobacco | -3.00% | -6.85% | -1.64% | May 15, 2024 | 84.47% | Investment Letter |
| ET | Energy Transfer | 4.83% | 17.95% | 23.91% | Feb 12, 2024 | 59.42% | Investment Letter |
| FNF | Fidelity National Financial | -8.21% | -8.99% | -25.93% | Oct 30, 2023 | 17.00% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| BN | Brookfield Corporation | -14.07% | -8.73% | -14.88% | Feb 12, 2024 | -6.60% | Investment Letter |
| WSC | WillScot Mobile Mini Holdings | -18.74% | -3.63% | -18.03% | May 15, 2024 | -53.09% | Investment Letter |
| BUR | Burford Capital | 2.22% | -47.16% | -64.94% | Aug 13, 2024 | -65.95% | Investment Letter |