Letters by company

GreenFirst Forest Products Inc

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

O'Keefe Stevens Advisory Quarterly Investor Letter Q4 2025 Fannie Mae common shares were sold to reduce exposure to uncertain privatization outcomes, while preferred shares were retained for their contractual payoff. The portfolio added to Callaway after its Topgolf sale, trimmed Sphere, and expects GreenFirst to benefit as lumber supply tightens. Q4 2025 FNMA $4.6BICLTF $28MSPHR $4B
O'Keefe Stevens Advisory Quarterly Investor Letter Q4 2024 Beyond Inc. and Donnelley Financial Solutions are the 2025 top picks, based on expected easing of non-fundamental selling pressure, operational recovery and undervalued recurring-revenue opportunities. The portfolio retained Nvidia, sees small-cap inefficiency and shareholder sell-downs as fertile research areas, and made no new positions during the quarter. Q4 2024 DFIN $1.2BAER $22BFPH $665M