What smart money is saying about Grand Canyon Education
LOPE
No fund has written a full thesis on Grand Canyon Education 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 on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- June 2026
“LOPE Grand Canyon Education, Inc. 3.22% -0.55%”
Grand Canyon Education - June 2026
“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.”
Grand Canyon Education
Read the letters behind these Grand Canyon Education positions
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