1 Main Capital
1 Main Capital Partners, L.P.
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of 1 Main Capital for every strategy.
What it bought and sold
Earlier this year, the Fund initiated a position in Hilton Grand Vacations (HGV), a global timeshare company that develops, markets, sells, manages, and operates timeshare resorts primarily under the Hilton Grand Vacations brand.
Also held
Its investment theses
- Hilton Grand VacationsJun 2026Hilton Grand Vacations is a branded timeshare operator with recurring, capital-light cash flows, attractive financing economics, and a depressed valuation that could rerate as FCF compounds.
- DiaMedica TherapeuticsJun 2026DiaMedica Therapeutics is a clinical-stage biotech pursuing DM199 for stroke and preeclampsia, supported by prior KLK1 human data, a science-driven subgroup signal, and a long runway to key catalysts.