Letters by company

Mount Logan Capital Inc.

1 letter discussing MLCI. 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 $19MEVC $682MMAGN $405M