YahooOctober 15, 2026 at 8:59 AM NY12 Days Ago
The Short Case for The Campbell’s Company (CPB)
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2026 investor letter. The letter can be downloaded here. The Bristlemoon Global Fund returned -8.4% in Q3 2026 (-5.9% in September), underperforming an S&P 500 whose gains were concentrated in top-tier tech names. The Fund’s underexposure to AI and semiconductor market rotations created […]
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