GreensKeeper Value Fund Q3 2026 Portfolio Activity
Our top performer in the third quarter was TVA Group, which gained 46.7%. TVA's first-half earnings reached levels not seen in over a decade. Intercontinental Exchange advanced 23.5% in Q3, validating our view in Scorecard 54 that the regulatory panic surrounding perpetual futures was overdone. Portfolio stalwart Visa Inc. was our third-best contributor in Q3, advancing 4.7% as payment volumes and revenues sustained their double-digit growth.