Letters by company

United Natural Foods INC

1 letter discussing UNFI. Everything written about it on this site is on its ticker page.

Kingdom Capital Advisors Q2 2026 Investor Letter Kingdom Capital built a major Beasley Broadcasting stake, arguing its recapitalization pressures the founding family to sell assets and preserve control. The portfolio re-entered Entravision on Smadex’s growth and valuation, added Core Natural Resources, and pursued event-driven opportunities in Agility Robotics, Elme Communities and Scully Royalty. Q2 2026 BBGI $27MCNR $4.4BEVC $725M