Letters by company
Magnera Corp
4 letters discussing MAGN. Everything written about it on this site is on its ticker page.
- Kingdom Capital Advisors Q3 2026 Investor Letter Kingdom Capital Advisors attributes the drawdown chiefly to Entravision and Beasley Broadcasting, arguing that Smadex’s ad-tech franchise is misunderstood and that Beasley must still monetize assets. The portfolio retains positions in UNFI, Magnera and NLOP, while awaiting catalysts at Enviri, Monro and Harbor Diversified. Q3 2026 BBGI $12MEVC $870MMAGN $474M
- Kingdom Capital Advisors Q1 2026 Investor Letter Kingdom Capital Advisors exited TSS, Energous and SunOpta after operating catalysts, contract wins and an acquisition crystallized gains. The portfolio added Alliance Entertainment after an earnings dislocation, while retaining Net Lease Office Properties, United Natural Foods, Magnera and Enviri on asset monetization, capital-allocation and earnings theses. Q1 2026 AENT $234MMAGN $474MNLOP $141M
- Kingdom Capital Advisors Q4 2025 Investor Letter Kingdom Capital exited Superior Industries after its customer losses, doubled its United Natural Foods position after a cyber-attack, and used common stock and call options to capitalize on Enviri’s Clean Earth sale. The portfolio enters 2026 concentrated in liquidation situations including Net Lease Office Properties and Apartment Investment and Management, alongside discounted operating businesses such as UNFI, AKA Brands, Magnera and WeightWatchers. Q4 2025 AIV $235MMAGN $474MNLOP $141M
- Kingdom Capital Advisors Q2 2026 Investor Letter Kingdom Capital built a major Beasley Broadcasting stake, arguing its recapitalization pressures the founding family to sell assets and preserve control. The portfolio re-entered Entravision on Smadex’s growth and valuation, added Core Natural Resources, and pursued event-driven opportunities in Agility Robotics, Elme Communities and Scully Royalty. Q2 2026 BBGI $12MCNR $4.1BEVC $870M
