Coho Capital has been doing much better than many of the hedge funds we cover. While overall hedge fund data from sources like Eurekahedge has pointed to lackluster or nonexistent gains for most funds, Coho gained 14.2% in the first half of the year, significantly outperforming the S&P 500’s 2.7% increase during the same timeframe. ValueWalk obtained the firm’s second-quarter letter, in which Managing Partner Jake Rosser covered two of their key positions: Walt Disney and Facebook. In the Q2 Coho Capital letter, Rosser revealed that Facebook is the firm’s largest position.