Letters by company

Hilton Grand Vacations Inc.

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

1 Main Capital Q2 2026 - Letter 1 Main Capital initiated Hilton Grand Vacations, arguing its recurring management fees, financing spread and aggressive repurchases are mispriced by investors’ views of timeshare cyclicality. The fund also outlines an opportunistic DiaMedica Therapeutics stake, citing DM199’s stroke and preeclampsia programs, clinical catalysts and a planned strategic sale path. second quarter 2026 DMAC $521MHGV $3.4B
1 Main Capital Q3 2026 - Letter 1 Main Capital retained its core positions despite earnings disappointments, arguing that Basic-Fit, Hilton Grand Vacations, International Workplace Group, KKR and Limbach trade below intrinsic value. The fund sold Malibu Boats and Relativity Acquisition, rebuilt KKR, increased Limbach, and initiated WildBrain after its Peanuts sale strengthened the balance sheet. third quarter 2026 BFIT $2.2BHDIH HGV $3.4B