Letters by company

Fabrinet

1 letter discussing FN. Everything written about it on this site is on its ticker page.

Intrepid Capital Mutual Fund Commentary Intrepid Capital Fund 1Q 2026 Intrepid Capital Fund attributed the quarter’s market volatility to the Iran conflict, higher oil prices and rising Treasury yields. Sprott, Permian Resources, Fabrinet, Madison Square Garden Sports and Alphabet were leading contributors, while Fiserv, Jefferies and Take-Two were among the main detractors. 1Q 2026 —