North America managers, and what they own
12 strategies from 9 managers invest in north america. Between them they have published 46 letters — every position and every thesis below is quoted from the letter it came from.
- Horizon Kinetics7 letters
Horizon Kinetics · North America Mid-cap · 20 companies · latest Jun 2026
- Laughing Water Capital7 letters
Laughing Water Capital · North America Small-cap · 9 companies · latest Jun 2026
- ClearBridge Investments Canadian Equity Strategy5 letters
Clearbridge Investments · North America Large-cap · 45 companies · latest Sep 2026
- Lindsell Train North American Equity Fund5 letters
Lindsell Train · North America · 19 companies · latest Aug 2025
- WS Lindsell Train North American Equity Fund5 letters
Lindsell Train · North America · 20 companies · latest Sep 2026
- Pershing Square4 letters
Pershing Square · North America Large-cap · 26 companies · latest Jun 2026
- Bristolgate Canadian Equity Strategy3 letters
Bristol Gate Capital Partners · North America · 20 companies · latest Sep 2026
- Greystone Capital Management3 letters
Greystone Capital Management · North America Small-cap · 14 companies · latest Oct 2026
- Langdon Canadian Smaller Companies3 letters
Langdon · North America Small-cap · 7 companies · latest Jun 2025
- Black Bear value partners2 letters
Black Bear Value Partners · North America Mid-cap Value · 8 companies · latest Dec 2025
- Bristol Gate Canadian Equity1 letter
Bristol Gate Capital Partners · North America · 15 companies · latest Mar 2026
- Clearbridge Canadian Dividend Strategy1 letter
Clearbridge Investments · North America Income · 15 companies · latest Dec 2024