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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| C | Citigroup | -3.89% | 19.54% | 39.97% | Oct 30, 2023 | 206.98% | Investment Letter |
| FRFHF | Fairfax Financial Holdings | -9.50% | -5.60% | 20.54% | Oct 30, 2023 | 107.64% | Investment Letter |
| BTI | British American Tobacco | 2.56% | 11.71% | 57.89% | May 15, 2024 | 95.00% | Investment Letter |
| FNF | Fidelity National Financial | -2.54% | -4.05% | -7.56% | Oct 30, 2023 | 41.57% | Investment Letter |
| ET | Energy Transfer | 10.76% | 3.90% | -13.96% | Feb 12, 2024 | 33.83% | Investment Letter |
| BN | Brookfield Corporation | 0.26% | 2.66% | 16.82% | Feb 12, 2024 | 13.87% | Investment Letter |
| RCM | R1 RCM | 14.30% | 41.26% | Aug 13, 2024 | 2.36% | Investment Letter | |
| BUR | Burford Capital | 5.87% | -31.52% | -31.38% | Aug 13, 2024 | -24.86% | Investment Letter |
| WSC | WillScot Mobile Mini Holdings | 8.32% | -31.64% | -46.03% | May 15, 2024 | -47.28% | Investment Letter |