HF Best Ideas
AnalysesQuarterly LettersInsightsChartsWarren AI
All funds

Hood River

Mar 2026 → Sep 2026 · 9 funds

Our archive holds 11 letters from Hood River, behind 8 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

Get an email when this fund publishes its next letter

11
Letters
19
Companies
1
Moves
8
Theses

9 strategies

Hood River publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

What they bought and sold · 1 move

  • AddedeDreams ODIGEO
    June 2026
    “After being out of the portfolio, the company was added back during the quarter as subscription momentum improved and the opportunity to expand beyond its core European markets became more visible.”
    Read the letter

Companies held · 19

Every company Hood River has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 8

  • Electro Optic Systems
    September 2026

    Electro Optic Systems develops remote weapon systems and counter-drone technology and is positioned to benefit from rising defense spending and drone protection demand.

    Read the full thesis
  • EQ Resources
    September 2026

    EQ Resources operates the Mt Carbine tungsten mine and offers exposure to increasing production and the strategic importance of tungsten.

    Read the full thesis
  • MDA Space
    June 2026

    MDA Space manufactures satellites and space systems, with a key Globalstar contract and exposure to the infrastructure behind satellite networks.

    Read the full thesis
  • Kioxia Holdings
    June 2026

    Kioxia Holdings is a leading NAND flash and SSD supplier benefiting from AI-driven storage demand, stronger pricing, and improving volumes.

    Read the full thesis
  • eDreams ODIGEO
    June 2026

    eDreams ODIGEO has a subscription-based travel model with Prime, expanding internationally and targeting long-term subscriber growth.

    Read the full thesis
  • Samsung Electro-Mechanics Co Ltd
    June 2026

    Samsung Electro-Mechanics benefits from an improving MLCC cycle driven by AI servers, automotive, and other higher-value applications.

    Read the full thesis
  • Leader Harmonious Drive Systems
    June 2026

    Leader Harmonious Drive Systems provides leveraged exposure to robotics and humanoid automation through its leading position in precision reducers and actuators.

    Read the full thesis
  • Zedcor Inc.
    March 2026

    Zedcor Inc. is a Canadian provider of mobile AI-enabled security towers with strong demand, operating leverage, and U.S. expansion that supports upside potential.

    Read the full thesis

Letter archive · 11

2026

Get Hood River’s next letter the day it lands

We track Hood River alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.

View plans→
Share this fund