Letters by company

Academy Sports & Outdoors, Inc.

1 letter discussing ASO. Everything written about it on this site is on its ticker page.

GoodHaven Capital Management 2024 Semi-Annual Letter to Shareholders GoodHaven Fund increased Berkshire Hathaway, Exor, Vitesse Energy and initiated Arrow Electronics while exiting Arhaus, Ligado debt and Peapack-Gladstone Financial. The portfolio remains concentrated in undervalued financial businesses, while TerraVest, Alphabet and Bank of America were supported by operating progress and valuation discipline. 2024 Semi-Annual BAC $375BGOOGL $4.3TTRRVF $1.7B