Greystone Capital Management
Greystone Capital
Dec 2024 → Sep 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in 2 years · follow all of Greystone Capital Management for every strategy.
What it bought and sold
- ExitedBel FuseSep 2025
During the quarter, we sold out of our position in Bel Fuse to allocate to higher forward IRR opportunities, as the stock exceeded our estimate of intrinsic value.
- TrimmedSylogistSep 2025
As a result, I reduced our position as I no longer feel Sylogist meets the requirement for a top five holding, where it’s been for over three years.
Also held
- Natural Resource Partners
- APi Group
- Innovative Food Holdings
- KITS Eyecare
- Medical Facilities Corp.