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What smart money is saying about Grand Canyon Education, Inc.United States flag

LOPE

No fund has written a full thesis on Grand Canyon Education, Inc. in our archive, but 2 fund letters report a position in it — most recently Riverwater Partners Sustainable Value Strategy in June 2026.

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2
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Grand Canyon Education, Inc. on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.

Fund letters reporting a position in Grand Canyon Education, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000

Fund activity · 2 positions

  • LOPE Grand Canyon Education, Inc. 3.22% -0.55%
    Read the letterGrand Canyon Education, Inc.
  • Grand Canyon Education (LOPE) Grand Canyon Education, the education services provider, declined approximately 16% and was the portfolio's largest detractor. Our investment thesis remains intact; LOPE's steady, profitable, counter- cyclical enrollment business was simply left behind in a market that rewarded beta and speculation. Enrollment trends and cash generation remain consistent with our expectations, and we continue to hold the position.
    Read the letterGrand Canyon Education, Inc.

Read the letters behind these Grand Canyon Education, Inc. positions

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