From Yahoo Finance: 2025-04-28 08:40:00

White Falcon Capital Management’s Q1 2025 investor letter revealed a -6.7% return for the recent quarter, below expectations. The fund’s gains from gold and silver royalty holdings did not cover losses in larger positions. However, the acquisition of Converge Technologies (CTS) at a premium was a positive highlight.

Grifols, S.A. (NASDAQ:GRFS) was a key stock highlighted in White Falcon Capital Management’s Q1 2025 investor letter. The plasma therapeutic company saw a 1.41% one-month return and gained 11.27% over the last 52 weeks. On April 25, 2025, GRFS stock closed at $7.21 per share with a market cap of $5.914 billion.

White Falcon Capital Management’s investor letter discussed Grifols, S.A. (NASDAQ:GRFS) in detail, highlighting the company’s position in the plasma-derived therapies market. The letter mentioned years of mismanagement and challenges due to COVID-19, but noted an improvement plan by a new management team.

Grifols, S.A. (NASDAQ:GRFS) was not among the 30 Most Popular Stocks Among Hedge Funds. While 15 hedge fund portfolios held GRFS at the end of Q4, the focus was on AI stocks for higher returns in a shorter timeframe. The potential of GRFS as an investment was acknowledged, but AI stocks were seen as holding greater promise.

Read more: Here’s White Falcon’s Views on Grifols, S.A. (GRFS)