What smart money is saying about Dye & Durham
DND.TO
No fund has written a full thesis on Dye & Durham in our archive, but 2 fund letters report a position in it — most recently Buffalo funds High Yield Fund in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2025 and Q3 2026, 2 fund letters reported a position in Dye & Durham — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“TOP DETRACTORS The PG&E 6% convertible preferred stock, Avianca 9.5% corporate bonds, and the Dye & Durham term loan were the portfolio’s worst-performing holdings for the quarter. Near the end of August, the California legislature shelved an anticipated wildfire bill that was expected to benefit PG&E. The news contributed to a decline in the company’s common stock. Avianca came under pressure in September amid concerns about rising jet fuel prices. The Dye & Durham term loan sold off after the company reported weaker-than-expected earnings and several senior executives were removed. The Fund no longer owns the Dye & Durham term loan.”
Dye & Durham - HoldsPender Small CapMarch 2025
“Three companies detracted from our performance by approximately 450bps in the quarter, Sangoma Technologies Corporation (TSX:STC), Dye & Durham Limited (TSX:DND) and WELL Health Technologies Corp (TSX:WELL). Our investment theses remain intact on these companies and we continue to hold.”
Dye & Durham
Read the letters behind these Dye & Durham positions
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