Letters by company

Nuvalent, Inc.

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

Greenhaven Road Capital Main Fund Q2 Greenhaven Road Capital is reducing concentration, adding near-term catalysts and taking profits more readily while retaining its focus on advantaged businesses. It argues that Burford’s protein litigation, Hagerty’s insurer partnerships, Cellebrite’s Genesis launch, Lifecore’s strategic process and Kingsway’s search-model buildout can close valuation gaps. second quarter 2026 ANAB $1.4BBUR $772MCLBT $2.9B
Laughing Water Capital H1 2026 Laughing Water Capital redeployed after the acquisitions of Theravance Biopharma, Avanos Medical and SECURE Waste Infrastructure, leaving cash available for event-driven opportunities. The portfolio added AnaptysBio ahead of its GSK litigation, while maintaining conviction in Liquidia, Nextnav, Lifecore and Stride despite regulatory, legal or operational overhangs. Q2 of 2026 ANAB $1.4BGSK $95BLFCR $244M