The London Company Mid Cap portfolio returned 3.2% (3.0% net) during the quarter vs. a 0.2% increase in the Russell Midcap Index. Dollar Tree, Inc. was a top performer after completing the divestiture ...

John Paulson’s Q3 2025 13F portfolio surged to ~$2.97B, concentrated in just 10 securities, with Madrigal Pharma (MDGL) as the largest position. MDGL, now ~30% of the portfolio, was trimmed by ~9% but ...

While founders grind away in incubators, chasing unicorn status and burning through venture capital, a different breed of entrepreneur is quietly building wealth. The venture capital playbook is ...