Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2026Fund LettersWasatch Small Cap Growth StrategyENSG Ensign Group, Inc. Medical Care FacilitiesHealth Care Facilities Bull NASDAQBest Ideas, Compliance, Detractor, Health Care Facilities, Senior Living, short-seller, Skilled Nursing
Jul 22, 2026Fund LettersWasatch Frontier Emerging Small Countries Strategy- Astor Enerji AS Electrical Equipment & PartsElectrical Components & Equipment Bull Borsa IstanbulAI data centers, contract backlog, electrical equipment, Grid Infrastructure, Power Transmission, Switchgear, Transformers, Turkey, U.S. Export
Jul 22, 2026Fund LettersWasatch Frontier Emerging Small Countries Strategy- FPT Digital Retail JSC Specialty RetailSpecialty Stores Neutral Ho Chi Minh Stock ExchangeConsumer Discretionary, consumer spending, Electronics Stores, Multi-format Retail, Pharmacies, retail, small-cap, Vietnam
Jul 22, 2026Fund LettersWasatch Frontier Emerging Small Countries Strategy2300.SR Electrical Industries Co Paper & Paper ProductsElectrical Components & Equipment Bull Saudi Stock Exchange (Tadawul)electrical equipment, Government Spending, Grid Equipment, Infrastructure Theme, Middle East, Oil Sensitivity, Power Infrastructure, Saudi Arabia, Transformers
Jul 22, 2026Fund LettersWasatch Frontier Emerging Small Countries StrategyBAP Credicorp Ltd Banks - RegionalDiversified Banks Bull New York Stock Exchangebanking, Commodity Exposure, Credit cycle, financial services, Latin America, market leader, Oligopolistic Market, Peru, political stability
Jul 22, 2026Fund LettersWasatch Frontier Emerging Small Countries StrategyBFT.WA Benefit Systems SA LeisureSpecialized Consumer Services Bull Warsaw Stock ExchangeConsumer services, Employee Wellness, European expansion, Fitness Clubs, Poland, recurring revenue, Scalable Ecosystem, subscription platform, Turkey
Jul 22, 2026Fund LettersWasatch Frontier Emerging Small Countries StrategyICT.PS International Container Terminal Services, Inc. OtherMarine Ports & Services Bull Philippine Stock ExchangeConcession Agreements, container terminals, infrastructure, M&A growth, Marine Ports, operational efficiency, Philippines, Shipping Logistics, volume growth
Jul 22, 2026Fund LettersWasatch Long/Short Alpha FundREAX Real Brokerage, Inc. Real Estate ServicesReal Estate Services Bear NASDAQAI disruption risk, Canada, cloud platform, Real Estate Brokerage, Short Position, Technology-enabled Services, US
Jul 22, 2026Fund LettersWasatch Long/Short Alpha FundBE Bloom Energy Corp., Class A Electrical Equipment & PartsElectrical Components & Equipment Bear New York Stock ExchangeAI infrastructure, Data-Center Power, Fuel cells, Low-quality, Market Exuberance, overvalued, Short Position, Speculative
Jul 22, 2026Fund LettersWasatch Long/Short Alpha FundECG Everus Construction Group, Inc. Engineering & ConstructionConstruction & Engineering Bull NASDAQAI infrastructure, data center, Durable Growth, Electrical Contracting, Grid Upgrades, High quality, Power Transmission, Utility Infrastructure
Jul 22, 2026Fund LettersWasatch Long/Short Alpha FundFROG JFrog Ltd. Software - ApplicationApplication Software Bull NASDAQAI Beneficiary, cloud revenue growth, contrarian, Devops, earnings beat, Guidance Raise, SaaS, Software Supply Chain
Jul 22, 2026Fund LettersWasatch Long/Short Alpha FundPCOR Procore Technologies, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Beneficiary, competitive moat, Construction Software, contrarian, network effects, proprietary data, SaaS, Software
Jul 22, 2026Fund LettersWasatch Long/Short Alpha FundENSG Ensign Group, Inc. Medical Care FacilitiesHealth Care Facilities Bull NASDAQCompliance, defensive, Health Care Facilities, Long-term holding, Quality of Care, Senior Living, Short-Seller Attack, Skilled Nursing
Jul 22, 2026Fund LettersBengal CapitalGRUSF Grown Rogue Drug Manufacturers - Specialty & GenericAgricultural Products Bull -Agricultural Products, Branded Products, Cannabis, Craft Quality, Cultivation, expansion, growth, Illinois, Michigan, Minnesota, Multi-State Operator, New Jersey, operational efficiency, Oregon, Unit economics, Wholesale
Jul 22, 2026Fund LettersWarden CapitalGTLB GitLab Inc. Software - InfrastructureApplication Software Bull NASDAQacquisition target, AI Beneficiary, Code Repository, Coding Agents, Devops, Distribution Platform, Enterprise software, Fortune 100, Microsoft GitHub, SaaS, Software Development, Usage Growth
Jul 22, 2026Fund LettersWarden CapitalQURE uniQure N.V. BiotechnologyBiotechnology Bull NASDAQaccelerated approval, Below Cash, biotechnology, clinical trial, competitive moat, FDA approval, gene therapy, Huntington's Disease, rare disease, regulatory catalyst, turnaround
Jul 22, 2026SubstackAlpha Seeker 84NOC Northrop Grumman Aerospace & DefenseDefense Bull New York Stock ExchangeAerospace & Defense, backlog growth, Book-to-Bill Ratio, defense sector, EAC charges, Earnings Guidance, F/A-XX contract, Northrop Grumman, organic growth, valuation compression
Jul 21, 2026Fund LettersNightview CapitalTEAM Atlassian Corp OtherApplication Software Bull -AI-Assisted Coding, Bull, collaboration software, Developer Tools, Equity, New Position, Project Management, SaaS, Software Development, workflow management
Jul 21, 2026Fund LettersNightview CapitalORCL Oracle Corp OtherSystems Software Bull -AI Computing, Bull, cloud infrastructure, cloud services, data infrastructure, Database Software, Enterprise Data, Equity, Systems Software
Jul 21, 2026Fund LettersNightview CapitalADSK Autodesk Inc OtherApplication Software Bull -architecture, CAD Software, construction, Design Tools, Engineering Software, Equity, manufacturing, Professional Software, SaaS, switching costs

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