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Curreen Capital增持Optimum Communications和Green Dot;退出四个职位

2026-08-11 22:08

Curreen Capital gained 22.26% in Q2, outperforming the S&P 500's 15.20% return and MSCI World's 13.83%.
During Q2 2026, the fund bought a new position in Optimum Communications (NYSE: OPTU) and Green Dot (NYSE: GDOT).
The fund sold Solventum (NYSE: SOLV), Kontoor Brands (NYSE: KTB), Truecaller (TRUBF), and Pluxee (PLXNF) in Q2 2026.
Source.

More on Optimum Communications, Green Dot, etc.

Optimum Communications, Inc. (OPTU) Q2 2026 Earnings Call Transcript
Optimum Communications, Inc. 2026 Q2 - Results - Earnings Call Presentation
Solventum Corporation 2026 Q2 - Results - Earnings Call Presentation
Kontoor Brands Q2 2026 Earnings Preview
Optimum outlines $1.2B-$1.5B 2026 capex plan while pursuing a consensual comprehensive restructuring of CSC Holdings debt

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