Letters by company

Ziff Davis, INC.

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

Kingdom Capital Advisors Q1 2026 Investor Letter Kingdom Capital Advisors exited TSS, Energous and SunOpta after operating catalysts, contract wins and an acquisition crystallized gains. The portfolio added Alliance Entertainment after an earnings dislocation, while retaining Net Lease Office Properties, United Natural Foods, Magnera and Enviri on asset monetization, capital-allocation and earnings theses. Q1 2026 AENT $237MMAGN $405MNLOP $142M