Real Matters Inc

• WF White Falcon Capital Management Q3 2026 Partner update letter ↗ White Falcon sold Rentokil Initial and CoStar after AI-related customer-acquisition and platform risks weakened conviction, reallocating capital to higher-conviction ideas. It retains Rocket Companies and Real Matters as contrarian housing positions, and argues that Grifols and Canadian Solar can benefit from cash generation, deleveraging and operational progress. Q3 2026 CSGP $13BCSIQ $650MGRFS $5.2B +3

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