Here’s Kingdom Capital Advisors’ Views on Scully Royalty (SRL)

Soumya Eswaran Fri, July 10, 2026 at 9:10 AM EDT 2 min read **

• SRL

Kingdom Capital Advisors, a registered investment advisor, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In Q2 2026, Kingdom Capital Advisors' KCA Value Composite returned 11.97% net of fees. YTD, the composite returned 20.94% net of fees compared to 22.57% for the Russell 2000 TR, 10.18% for the S&P 500 TR, and 20.31% for the Nasdaq 100 TR. The composite maintained a balanced portfolio of special situations and deep value investments, positioning well for attractive returns ahead. In addition, please check the Composite's top five holdings to know its best picks in 2026.

In its Q2 2026 investor letter, Kingdom Capital Advisors highlighted Scully Royalty Ltd. (NYSE:SRL). Scully Royalty Ltd. (NYSE:SRL) is a royalty-based company generates revenue from iron ore mining with operations in merchant banking. On July 9, 2026, Scully Royalty Ltd. (NYSE:SRL) closed at $5.64 per share, reflecting a market capitalization of $85.8 million. Scully Royalty Ltd. (NYSE:SRL) posted a one-month return of -8.00%, while its shares lost 5.29% over the past 52 weeks.

Kingdom Capital Advisors stated the following regarding Scully Royalty Ltd. (NYSE:SRL) in its Q2 2026 investor update:

"We began building a position in Scully Royalty Ltd.** (NYSE:SRL) earlier this year after an activist group took over management. The stock was subsequently halted indefinitely in May, temporarily limiting liquidity. If ongoing litigation is resolved, we expect trading to eventually resume, and we estimate the fair value of Scully's royalty interest is multiple times the price at which the stock was halted. Due to Schwab's standard reporting treatment for halted securities, client statements may currently reflect this position at little or no value, creating an approximately 2.5% headwind to reported Q2 results."

“The Company Got It Right, But the Stock’s Been Obliterated” – Jim Cramer on Ralph Lauren (RL) Scully Royalty Ltd. (NYSE:SRL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 3 hedge fund portfolios held Scully Royalty Ltd. (NYSE:SRL) at the end of the first quarter, the same as in the previous quarter. While we acknowledge the potential of Scully Royalty Ltd. (NYSE:SRL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.

In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.