Greenskeeper **** et Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum stocks and toward companies supported by reasonable valuations. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its second-quarter 2026 investor letter, Greenskeeper **** et Management highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR), a clinical research organization that provides outsourced development and commercialization services, delivered strong performance during the quarter. On August 03, 2026, ICON Public Limited Company (NASDAQ:ICLR) closed at $158.41 per share. The one-month return of ICON Public Limited Company (NASDAQ:ICLR) was -4.35%, and its shares lost 5.71% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of $12.13 billion.
Greenskeeper **** et Management stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor letter:
"Our top performer in the second quarter was ICON Public Limited Company (NASDAQ:ICLR), which gained 57%. The surge followed the release of ICLR's delayed year-end and first-quarter results, which provided clarity on the accounting issues that had previously weighed heavily on the stock.
ICLR had been the Value Fund's largest detractor in the first quarter, after announcing in February that it would delay its year-end results and restate its 2023 and 2024 financial statements due to revenue overstatements. The stock plummeted as investors rushed to sell amid the uncertainty..." (Click here to read the full text)

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