Letters by company
PDD Holdings Inc.
2 letters discussing PDD. Everything written about it on this site is on its ticker page.
- GreenWood Investors Year End 2024 Letter GreenWood sold down Texas Pacific Land after index-inclusion optimism pulled forward expectations, while concentrating its active ownership efforts on Leonardo and CTT. It backs Leonardo’s rapid defense ventures and aerostructures review, CTT’s DHL partnership and Iberian logistics expansion, and PDD Holdings’ reinvestment-led growth strategy. 2024 CTTOF $923MFINMF $32BPDD $110B
- GreenWood Investors First Half 2024 Letter GreenWood Investors centered its coinvestment work on Leonardo, MEI Pharma and CTT, emphasizing board-level engagement, capital allocation and operational transformation. It added to Rentokil and Compagnie de L’Odet amid election-driven volatility, while seeking further collaborative governance opportunities with owner-minded managers. First Half 2024 CTTOF $923M0JW9 FINMF $32B
