Letters by company

Ferrari N.V.

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

Biglari Holdings 2025* Biglari Holdings deployed Steak n Shake’s $225 million borrowing as parent-company liquidity while keeping the proceeds in Treasury bills pending acquisitions. It built its Ferrari position, pushed Steak n Shake toward owner-operated franchise units and premium ingredients, and identified insurance acquisitions and reinsurance as the group’s principal growth engine. 2025 RACE $68B
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 $862M0JW9 FINMF $30B