Letters by company

APi Group Corp

2 letters discussing APG. Everything written about it on this site is on its ticker page.

Maran Capital Management Q2 2026 Maran Partners Fund added a direct bridge loan to exploit an underserved small-loan market and used a hedged mutual-fund position to capture SpaceX's IPO revaluation. Clarus and Correios de Portugal are pursuing asset-sale alternatives and repurchasing shares to narrow perceived discounts to underlying value. second quarter 2026 SPCX
Greenhaven Road Capital Q1 2023 Greenhaven Road Capital assesses portfolio durability through PAR Technology, KKR, Cellebrite and API Group, emphasizing recurring demand, balance-sheet strength and product-driven growth. It added special situations in Lifecore and Barnes & Noble Education, while underwriting Burford Capital’s litigation-finance franchise, fee opportunity and YPF claim recovery. Q1 2023 BUR $772MBNED $400MCLBT $2.9B