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Total return, dividends included.
A bid ran through the whole critical-resources complex on Friday, while the milestones that decide what this company earns sit on a slower calendar.
On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once. Every branded consumer business the company owns grew profits, total debt fell by hundreds of millions of dollars, and management struck a new pay deal that trims its own fees. In the same quarter, one industrial subsidiary saw […]
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Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, […]
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