White Falcon: Q4 2025 Portfolio Positions
Seeking Alpha·2026-01-27 02:15

peepo/E+ via Getty Images The following segment was excerpted from the White Falcon Capital Q4 And FY 2025 Partner Letter. The top 5 positions for the White Falcon portfolio are precious metal royalty companies, AMD, NFI Group (NFI), EPAM, and Nu Holdings. ...