Portfolio Update - January 2026
Portfolio update exits The Trade Desk, QXO and Park Hotels, then adds Tencent at a 35% discount, SoftBank for AI exposure and HelloFresh at…
NYSE
Park Hotels & Resorts Inc.
PK
1 story
$3.2B Market cap · 2026-10-20
Investor Letters
Letters that discuss PK.
- Aegis Value Fund Portfolio Manager’s Letter 1st Half Ended June 30, 2026 ARG $955MATHOF $4.1BCLDT $344M
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