North America managers, and what they own
12 strategies from 10 managers invest in north america. Between them they have published 42 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
- Lindsell Train North American Equity Fund5 letters
Lindsell Train · North America · 1 company · latest Aug 2025
- ClearBridge Investments Canadian Equity Strategy4 letters
Clearbridge Investments · North America Large-cap · 36 companies · latest Jun 2026
- Pershing Square4 letters
Pershing Square · North America Large-cap · 26 companies · latest Jun 2026
- WS Lindsell Train North American Equity Fund4 letters
WS Lindsell Train UK Equity Fund · North America · 17 companies · latest Aug 2026
- Langdon Canadian Smaller Companies3 letters
Langdon · North America Small-cap · 2 companies · latest Jun 2025
- Black Bear value partners2 letters
Black Bear Value Partners · North America Mid-cap Value · 8 companies · latest Dec 2025
- Bristolgate Canadian Equity Strategy2 letters
Bristol Gate Capital Partners · North America · 8 companies · latest Jun 2026
- Greystone Capital Management2 letters
Greystone Capital Management · North America Small-cap · 8 companies · latest Dec 2025
- Bristol Gate Canadian Equity1 letter
Bristol Gate Capital Partners · North America · 2 companies · latest Mar 2026
- Clearbridge Canadian Dividend Strategy1 letter
Clearbridge Investments · North America Income · 1 company · latest Dec 2024