Letters by company

Vistry Group PLC

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

Greenhaven Road Capital Q1 2025 Kingsway Financial is presented as a new purchase built around a Search Xcelerator that backs operators acquiring small, asset-light businesses, with tax losses and experienced advisers adding optionality. Greenhaven Road added to Lifecore, Vistry and Hagerty during tariff-driven weakness, while arguing that its core holdings retain limited direct trade exposure. Q1 2025 -12.0% KFS BUR $946MCLBT $2.9BKKR $96B