O'Keefe Stevens
Our archive holds 7 letters from O'Keefe Stevens, behind 7 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
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What they bought and sold · 1 move
- New positionSotera HealthJune 2026
“In early 2026, Warburg sold its last share.”
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Companies held · 2
Every company O'Keefe Stevens has disclosed a position in across our archive, with the letter that last mentioned it.
- NVIDIAJun 2026
- Sotera HealthJun 2026
Theses · 7
- June 2026
Sotera Health is a high-quality sterilization duopoly with strong margins, high switching costs, and multiple catalysts from capex normalization and litigation resolution.
Read the full thesis - June 2026
Sphere Entertainment continues to show strong unit economics, with new shows, Abu Dhabi expansion, and the high-margin exosphere supporting longer-term upside.
Read the full thesis - June 2026
Corning is benefiting from AI-related fiber demand through major partnerships with Nvidia, Amazon, and Meta, making its fiber capacity a potential bottleneck.
Read the full thesis - September 2025
Topgolf Callaway Brands (MODG) is an undervalued company with strong legacy businesses and potential for significant value creation through a possible Topgolf sale and share repurchases post-separation.
Read the full thesis - June 2025
Compass Minerals is a leading producer of salt and plant nutrition, now focusing on a 'back-to-basics' strategy to enhance free cash flow and reduce debt after past misallocations and leadership changes.
Read the full thesis - December 2024
Beyond’s asset-light model, strategic partnerships, and undervalued investments position it for significant growth and operational leverage
Read the full thesis - December 2024
Donnelley Financial Solutions (DFIN) is a leading provider of compliance and regulatory solutions with a strong focus on recurring revenue growth and robust market positioning, despite facing short-term challenges.
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Letter archive · 7
2026
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