Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 22, 2026Fund LettersWhite Brook CapitalSMTI Sanara Medtech Medical Instruments & SuppliesHealth Care Equipment Bull NASDAQCMS reimbursement, growth, healthcare, Hospital Distribution, Medical devices, medical technology, small-cap, wound care
Apr 22, 2026Fund LettersWhite Brook CapitalSPGI S&P Global Financial Data & Stock ExchangesFinancial Exchanges & Data Bull New York Stock ExchangeAI, analytics, contrarian, credit ratings, data centers, Defensive growth, financial data, Private Credit, Toll Business
Apr 22, 2026Fund LettersWhite Brook CapitalPESI Perma-Fix Environmental Waste ManagementEnvironmental & Facilities Services Bull NASDAQDepartment of Energy, environmental services, Forever Chemicals, government contracts, growth, Hanford, Hazardous Waste, Nuclear Waste, Pfas, small-cap
Apr 22, 2026Fund LettersWhite Brook CapitalICLR Icon Public Limited Company Diagnostics & ResearchLife Sciences Tools & Services Bull NASDAQBiotech Services, contract research organization, contrarian, drug development, GLP-1, Obesity Therapeutics, Oncology, revenue recognition, Value
Apr 22, 2026Fund LettersThird Avenue Value FundRHI Robert Half Inc. Staffing & Employment ServicesHuman Resource & Employment Services Bull New York Stock ExchangeAccounting, AI Resilience, cash generation, Consulting, Cyclical, dividend yield, Finance, professional services, Staffing, technology
Apr 22, 2026Fund LettersThird Avenue Value FundHOG Harley-Davidson, Inc. Recreational VehiclesMotorcycle Manufacturers Bull New York Stock ExchangeBrand, capital allocation, financial services, inventory normalization, Management Change, Motorcycles, restructuring, turnaround, Value
Apr 22, 2026Fund LettersThird Avenue Value Fund- OSAKA Titanium Technologies Co. Ltd OtherSpecialty Chemicals Bull New York Stock ExchangeAerospace, capacity expansion, Critical Minerals, Cyclical, Defense, Japan, specialty chemicals, supply chain, Titanium, Value
Apr 22, 2026Fund LettersThird Avenue Real Estate Value Fund0010.HK Hang Lung Group Real Estate ServicesReal Estate Development Bull Hong Kong Stock ExchangeAsia-Pacific, China, Double Discount, holding company, Hong Kong, Mixed-Use Development, REIT Conversion, retail properties, Value Arbitrage
Apr 22, 2026Fund LettersThird Avenue Real Estate Value FundBKD Brookdale Senior Living Medical Care FacilitiesHealth Care REITs Bull New York Stock ExchangeAssisted Living, Demographics, healthcare, Memory Care, Occupancy Recovery, operating leverage, Real Estate, Senior Living, turnaround
Apr 22, 2026Fund LettersRS Large Cap Val StrategyMAT Mattel, Inc. LeisureLeisure Products Bull NASDAQBrand Licensing, Digital gaming, entertainment, Intellectual Property, ROIC, strategic investment, Toy Manufacturer
Apr 22, 2026Fund LettersRS Large Cap Val StrategyFDX FedEx Corporation Integrated Freight & LogisticsAir Freight & Logistics Bull New York Stock Exchangecost savings, Logistics, margin expansion, ROIC, share repurchases, spin-off, Transportation
Apr 22, 2026Fund LettersPraetorian Capital ManagementJOE St. Joe Real Estate - DiversifiedReal Estate Development Bull -AFFO, Demographics, Florida, inflation hedge, land, migration, real estate development, ROIC, Tax Arbitrage
Apr 22, 2026Fund LettersPraetorian Capital ManagementMRX Marex Capital MarketsCapital Markets Bull -Capital markets, Commodities Trading, consolidation, Derivatives, Hedge funds, market share gains, Mid-market, ROE, Volatility
Apr 22, 2026Fund LettersThird Avenue International Real Estate Value FundSVS.L Savills Plc Real Estate ServicesReal Estate Services Bull New York Stock Exchangedual listing, EBITDA multiple, Global Franchise, market re-rating, operational synergies, Real Estate Services, transformation, US Acquisition, valuation arbitrage
Apr 22, 2026Fund LettersThird Avenue International Real Estate Value Fund- Hang Lung Group Real Estate ServicesReal Estate Management & Development Bull New York Stock Exchangebook value discount, China, deep value, Hong Kong, Luxury Retail, Merger Catalyst, Premium Retail, real estate development, REIT Spin-off, Shopping Malls
Apr 22, 2026Fund LettersPzena International Value ADR Strategy- Bangkok Bank Banks - RegionalBanks Bull New York Stock Exchangeconservative lending, contrarian, Earnings Power, Emerging markets, financials, Overcapitalized, Thai Bank, Value
Apr 22, 2026Fund LettersPzena International Value ADR StrategyP911.DE Porsche Auto ManufacturersAutomobile Manufacturers Bull New York Stock Exchangebrand strength, China exposure, Consumer Discretionary, Cyclical Recovery, Electric Vehicles, Luxury Automotive, premium pricing, Product cycle
Apr 22, 2026Fund LettersPzena International Value ADR Strategy- Magnum Ice Cream OtherPackaged Foods & Meats Bull -brand portfolio, Channel Expansion, consumer staples, Developing Markets, ice cream, market leader, spinoff, Travel Recovery, Value
Apr 22, 2026Fund LettersPzena International Value ADR StrategyUU.L United Utilities Utilities - Regulated WaterWater Utilities Bull New York Stock Exchangecontrarian, defensive, infrastructure investment, rate base growth, regulated utility, UK, Value, Water Utilities
Apr 22, 2026Fund LettersPzena International Value ADR StrategyMC.PA LVMH Luxury GoodsTextiles, Apparel & Luxury Goods Bull Euronext Stock Exchangebrand portfolio, China exposure, Consumer Discretionary, Cosmetics, Cyclical Recovery, fashion, Jewelry, Luxury goods, Spirits, Value

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: