Letters by company

Standard Diversified Inc

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

Maran Capital Management Q2 2026 Maran Partners Fund points to Clarus’s planned segment sales and CTT’s review of an unsolicited bank offer and buybacks as catalysts for closing valuation gaps. The portfolio also made a short-term bridge loan and executed a hedged mutual-fund arbitrage tied to SpaceX’s IPO. 2Q 2026 +5.4% CLAR $145MCTTOF $1BAPG $17BCDRE $1.4B