Curreen Capital Q1 2026 Letter
Curreen Capital Partners LP reported a 13.97% decline in the first quarter of 2026, attributing the performance to broader market challenges despite solid operating results from portfolio companies. The firm maintained its existing holdings, finding no new opportunities superior to current investments. It continues to focus on spinoffs and undervalued businesses with favorable risk-reward profiles, including Advance Auto Parts, which is seen as attractively valued amid its operational turnaround.
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