Letters by company

Western Investment Company of Canada Limited

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

Diranko Capital Quarterly Letter Q1 2026 Diranko Capital attributes the quarter’s drawdown to market volatility and pressure on two U.S. holdings despite unchanged operating theses. It sold half of Western Investment Company of Canada after a revaluation, redeployed proceeds into a new undervalued holding, and shifted capital from underappreciated growth toward deep value and special situations. Q1 2026 WI $128M