8-K ·Filed May 8, 2026
8-K context-dependent: Items 8.01
Actionable Insight • Neutral
This filing is routine and non-material. Monitor for any subsequent changes to fund governance or TPL board actions that could affect RCG's investment returns.
Final — all horizons settled through T+60d
RCG ▲ +3.57% at T+60d
NEUTRAL call +3.57% · α vs SPY -0.82% · entry $2.80 → $2.90
T+1d
+0.71%
call +0.71% · α +0.85%
$2.82
settled 6mo ago
T+5d
-3.57%
call -3.57% · α -3.49%
$2.70
settled 6mo ago
T+20d
-1.79%
call -1.79% · α -1.48%
$2.75
settled 5mo ago
T+60d
+3.57%
call +3.57% · α -0.82%
$2.90
settled 3mo ago
Price Chart
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Executive Summary
RENN Fund's co-manager Peter Doyle was appointed to the board of Texas Pacific Land Corporation (TPL), a significant fund holding, and Horizon Kinetics entered a Board Representative Agreement. This is a routine governance change with no financial impact.
Key Facts
- Peter Doyle, co-manager of RENN Fund, appointed to TPL board on May 5, 2026.
- Doyle also appointed to TPL's strategic acquisitions committee.
- Horizon Kinetics Asset Management entered a Board Representative Agreement with TPL.
- TPL will nominate Doyle as Horizon's designee at the 2026 annual meeting.
- Doyle will receive standard non-employee director compensation from TPL.
- Doyle will no longer have investment discretion over TPL in fund accounts; delegation to other co-managers.
Financial Impact
No financial impact disclosed in the filing.
Risk Factors
- Potential conflict of interest as fund manager serves on portfolio company board.
- Delegation of trading discretion may alter investment decision-making for TPL position.
Market Snapshot
Exchange
NYSE
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001398344-26-008818 |
| Document: 0001398344-26-008818-index-headers.html | 0001398344-26-008818 |
| Document: 0001398344-26-008818-index.html | 0001398344-26-008818 |
| Document: 0001398344-26-008818.txt | 0001398344-26-008818 |
18 reports for RCG
100% Hit rate @ T+20 Went positive at some point 9 of 9 best @ T+20▲ +10.84%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 9w ago | 8-K | $2.85 $3.02 | ▲ +6.00% | ▲ +6.00% | $2.69 (−5.65%) |
Jun 12, 2026 19w ago | Insider Cluster | $2.75 $3.02 | ▲ +10.02% | ▲ +8.24% | $2.69 (−2.00%) |
Jun 11, 2026 19w ago | Insider Cluster | $2.75 $2.96 | ▲ +7.64% | ▲ +5.75% | $2.69 (−2.18%) |
Jun 9, 2026 19w ago | Insider Cluster | $2.75 $2.99 | ▲ +8.55% | ▲ +7.10% | $2.69 (−2.18%) |
Jun 8, 2026 20w ago | Insider Cluster | $2.76 $3.01 | ▲ +9.06% | ▲ +7.43% | $2.69 (−2.54%) |
Jun 5, 2026 20w ago | Insider Cluster | $2.78 $3.01 | ▲ +8.27% | ▲ +6.41% | $2.69 (−3.24%) |
Jun 4, 2026 20w ago | Insider Cluster | $2.79 $3.01 | ▲ +7.89% | ▲ +9.26% | $2.69 (−3.58%) |
Jun 4, 2026 20w ago | Insider Cluster | $2.79 $3.01 | ▲ +7.89% | ▲ +9.26% | $2.69 (−3.58%) |
Jun 3, 2026 20w ago | Insider Cluster | $2.74 $3.01 | ▲ +9.85% | ▲ +10.85% | $2.69 (−1.82%) |
Jun 2, 2026 20w ago | Insider Cluster | $2.75 $3.05 | ▲ +10.84% | ▲ +12.40% | $2.69 (−2.18%) |
Showing 10 of 18
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