Acacia Capital was up 12.27% for the second quarter, although it remains in the red for the year because of how difficult the first quarter was. The fund is down 14.25% for the first half of the year.
Q2 2020 hedge fund letters, conferences and more
Top five holdings
Acacia's top five holdings accounted for 29.6% of its portfolio. They are LafargeHolcim, Howden Joinery, Irish Continental Group, Mohawk Industries and Ryanair, according to the fund's second-quarter letter to investors, which was reviewed by ValueWalk.
LafargeHolcim is the biggest cement and aggregates manufacturer in the world. It was formed by the 2015...
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