Hennessy Funds
Hennessy Focus Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Hennessy Funds for every strategy.
What it bought and sold
Nearly five years ago, we initiated a position in Applied Materials (AMAT) based on a compelling long-term outlook for wafer fab equipment (WFE) spending and the resilient, oligopolistic structure of the semiconductor capital equipment (semicap) industry.
Also held
- Sunbelt Rentals
- AST SpaceMobile
- Brookfield Asset Management
- Brookfield Corporation