Vistance Networks

Makes gear that cable companies use to bring internet into homes.

New: first time

What the manager says

In short: Sold its two biggest businesses; manager expects the small leftover company to be sold.

Share of the fund

3.8%

$4 of every $100 · 7th of 10

Named in

Q2 2026 letter

Also owned by

No other fund we follow

More about Vistance Networks

This fund doesn’t file the government report, so share counts aren’t public.

Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works