The last three months of the year brought a sort of retribution and even vengeance for short-sellers on some fronts, although some popular shorts still just won’t budge. With so many long/ short equity funds reporting gains in their short portfolios as their longs tumbled, we’re especially focused on short holdings right now.
Q4 hedge fund letters, conference, scoops etc
David Einhorn-backed Firefly Value Partners was one of those to report significant gains on the short side.
On This Page
- Firefly's best-performing short: Trucking company
- Unnamed Data Center Company
- Home Goods retailer
- Accessories retailer
- "Levered roll-up of rural hospitals"
- Worst-performing short: "a subprime lender"
- "Semiconductor company with an R&D scale disadvantage and debt"
- Watch company
- Auto short: Tesla
- "Heavily-levered supermarket distributor"
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