SVN Capital Fund
Our archive holds 5 letters from SVN Capital Fund, behind 15 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
SVN Capital Fund’s own letters pageCompanies held · 7
Every company SVN Capital Fund has disclosed a position in across our archive, with the letter that last mentioned it.
- Bajaj FinanceJun 2026
- CopartJun 2026
- Dino PolskaJun 2026
- HermèsJun 2026
- KKRJun 2026
- Shilchar TechnologiesJun 2026
- Triveni TurbineJun 2026
Theses · 15
- June 2026
KKR is a scaled alternative asset manager with multiple fee-generating businesses, strong long-term share gains, a brand moat, insider alignment, and meaningful embedded value.
Read the full thesis - June 2026
Triveni Turbine is a leading small steam-turbine maker with an asset-light, cash-generative model, a growing aftermarket annuity, and AI-data-center demand tailwinds.
Read the full thesis - June 2026
Shilchar Technologies is a founder-led transformer maker benefiting from renewable-energy tailwinds, capacity expansion, debt-free operations, and attractive cash generation.
Read the full thesis - June 2026
Bajaj Finance is India’s largest non-bank lender, compounding rapidly with disciplined underwriting, strong ROE, AI-enabled productivity gains, and room to gain share.
Read the full thesis - December 2025
Bajaj Finance is India’s best-in-class lender transforming into an AI-driven platform to lower costs, sharpen risk, and expand to 200–220 million customers while compounding through disciplined underwriting.
Read the full thesis - December 2025
Copart is the leading salvage vehicle marketplace with irreplicable land, insurer relationships, and auction technology, benefiting from secular tailwinds and supported by a fortress balance sheet.
Read the full thesis - December 2025
HEICO is a PMA parts and specialized electronics leader with strong cash generation, disciplined acquisitions, conservative balance sheet and enduring family-led culture enabling steady compounding.
Read the full thesis - December 2025
Kinsale Capital Group is a tech-enabled E&S insurer with a structurally low expense ratio, consistent underwriting profits, conservative capital and buybacks, prioritizing pricing discipline over volume.
Read the full thesis - December 2025
KKR & Co. Inc. is a diversified alternatives platform with growing fee and insurance earnings positioned to benefit from the secular shift into private markets and expand recurring operating income.
Read the full thesis - December 2025
Triveni Turbine is a dominant small industrial turbine maker with a record order book, high returns, and an asset-light model, with 2025 weakness driven by timing not demand.
Read the full thesis - June 2025
Copart is the dominant player in the auto salvage duopoly, benefiting from industry trends that favor increased vehicle total loss, despite recent stock declines attributed to slowing growth and competition for insurance contracts.
Read the full thesis - June 2025
KKR is well-positioned for capital deployment with $116 billion in dry powder, healthy capital raised, and growing Adjusted Net Income, anticipating a revival in deal markets as macro conditions stabilize.
Read the full thesis
- Triveni Turbine LimitedJun 2025
- Bajaj FinanceDec 2024
- Dino PolskaDec 2024
Letter archive · 5
Get SVN Capital Fund’s next letter the day it lands
We track SVN Capital Fund 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→