Q2 2019 Hedge Fund Letters: Einhorn, Carlson, Canyon, Mandel, Kerrisdale, Loeb, Paul Tudor And Much More [UPDATED 10/1 23:21 EST]

This post was created on 6/30/2019 stay tuned for updates up to several times a day!

As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size.

How is this different than SecurityAnalysis? We have a lot more (on funds both large and small that few if anyone is covering) and update it much more frequently – also we do some good pieces which are not there

 NOTE: The list is mostly in category and alphabetical order. While many funds listed below are hedge funds some are mutual funds or other (i.e. Berkshire Hathaway), some letters are public Additionally, we cannot post many letters because of US copyright law and it would likely not fall under fair use . We have been trying to note where it is full and where it is just our story next to the links.

2019 letters for other quarters

• Q1 2019 small cap value with Gate City and Breach Inlet
• Q1 letters
• Q2 small cap stocks
• Q2 notable positions, Q2 13F stats
• Q3 2019 letters

Absolute Return Letter May 2019, titled, “Addicted To Oil?” 5/11

• The Absolute Return Partners letter for the month of June 2019, titled, “The Cost Of Rising Populism.” 6/4
• Absolute Return Partners letter to investors for the month of July 2019, titled, “Energy Misconceptions.” 7/3

Alluvial 5/8

• Alluvial Fund, LP – May Update 6/1

Alta Fox 7/25

AlphaClone 8/3

Alluvial 7/30

Atlantic article 8/13

Askeladden Capital 7/2

Angelo Gordon article 5/30

• Consumer credit article5/30
• Q2 letter article 8/20

Apollo Asia  8/2

Ariel Appreciation Fund Q2 2019 Commentary 7/17

• Ariel Focus Fund Q2 2019 Commentary 7/17

Aristides article 5/8