Curreen Capital Partners Q3 2025 Letter: Enhabit Sale, New Investments in Kontoor and More

Curreen Capital Partners' Q3 2025 letter reports a 9% return, with the sale of Enhabit shares to invest in Computacenter, Fortrea, VF Corp, 4imprint, Kontoor, Thinkific, Pluxee, and GetBusy. The decision to sell Enhabit was based on increasing headwinds facing the business, including proposed Medicare home health reimbursement rate cuts. The proceeds were used to invest in other companies with more favorable prospects. Kontoor was bought with proceeds from selling Credit Acceptance, with the Helly Hansen acquisition seen as a positive development.