Alluvial Fund
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Alluvial Fund stated in its Q2 2026 investor letter that it has added Vistance Networks (Nasdaq:VISN) as a new holding, and anticipates the company may be sold due to a business spin-off.
Alluvial Fund noted that Vistance Networks is in the process of divesting its businesses, having sold its two largest operations in the past 12 months, with Aurora Networks remaining as its sole opera
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Alluvial Fund stated in its Q2 2026 investor letter that Talen Energy (Nasdaq:TLN) has transformed through share buybacks and asset reinvestment post-bankruptcy, with projected free cash flow exceeding $40/share by 2028.
Alluvial Fund noted that Talen Energy, as an independent power producer, has demonstrated exceptional operational capabilities through its management's actions post-bankruptcy, including repurchasing
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Alluvial Fund stated in its Q2 2026 investor letter that turbocharger manufacturer Garrett Motion (GTX) has seen a significant increase in its stock price, but its valuation remains reasonable.
The fund noted that 2026 is a "watershed year" for Garrett Motion, as investors begin to recognize the applications of its turbochargers beyond the automotive industry, including data centers and util
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Alluvial Fund stated in its Q2 2026 investor letter that it has added Vistance Networks (Nasdaq:VISN) as a new holding, and anticipates the company may be sold due to a business spin-off.
Alluvial Fund noted that Vistance Networks is in the process of divesting its businesses, having sold its two largest operations in the past 12 months, with Aurora Networks remaining as its sole opera
-
Alluvial Fund stated in its Q2 2026 investor letter that Talen Energy (Nasdaq:TLN) has transformed through share buybacks and asset reinvestment post-bankruptcy, with projected free cash flow exceeding $40/share by 2028.
Alluvial Fund noted that Talen Energy, as an independent power producer, has demonstrated exceptional operational capabilities through its management's actions post-bankruptcy, including repurchasing
-
Alluvial Fund stated in its Q2 2026 investor letter that turbocharger manufacturer Garrett Motion (GTX) has seen a significant increase in its stock price, but its valuation remains reasonable.
The fund noted that 2026 is a "watershed year" for Garrett Motion, as investors begin to recognize the applications of its turbochargers beyond the automotive industry, including data centers and util
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Alluvial Fund
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