Letters by company

GreenFirst Forest Products Inc

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

O'Keefe Stevens Advisory Quarterly Investor Letter Q4 2025 O'Keefe Stevens sold Fannie Mae common shares after conservatorship-exit expectations changed the risk-reward profile, while retaining preferred securities tied to eventual privatization. The firm added to Callaway after its Topgolf stake sale, trimmed Sphere despite its expanding venue and content opportunity, and sees a lumber-market recovery supporting GreenFirst. Q4 2025 FNMA $7.3BICLTF $35MMODG delistedSPHR $5.6B