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RS Investments

Mar 2025 → Jun 2025 · 8 funds

Our archive holds 11 letters from RS Investments, behind 4 investment theses and positions in 70 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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11
Letters
70
Companies
1
Moves
4
Theses

8 strategies

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

What they bought and sold · 1 move

Companies held · 70

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

Theses · 4

  • CACI International
    June 2025

    CACI International is a key provider of IT products and services to the U.S. government, primarily benefiting from strong bipartisan support and a solid revenue stream from defense and intelligence contracts, leading to favorable share price performance and promising growth prospects.

    Read the full thesis
  • White Mountains Insurance Group
    June 2025

    White Mountains Insurance Group, Ltd. is a compelling long-term investment due to its undervalued diverse portfolio and strong financial fundamentals, indicating significant potential for value realization.

    Read the full thesis
  • Garrett Motion
    June 2025

    Garrett Motion is a leading turbocharger technology provider with a strong business model that generates solid returns and value for shareholders.

    Read the full thesis
  • Nomad Foods
    March 2025

    Nomad Foods is a leading European frozen food manufacturer poised for recovery and growth following recent market challenges, with an attractive valuation and strong cash flow potential.

    Read the full thesis

Letter archive · 11

2025

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