Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 20, 2026Fund LettersHotchkis & Wiley Mid-Cap Value FundAIG American International Group Inc. Insurance - DiversifiedProperty & Casualty Insurance Bull New York Stock ExchangeCommercial Insurance, financials, Insurance, premium growth, Property & Casualty Insurance, turnaround, underwriting, Value
Apr 20, 2026Fund LettersHotchkis & Wiley Mid-Cap Value FundWPP WPP plc Advertising AgenciesAdvertising Bull London Stock Exchangeadvertising, Communication Services, Creative Services, margin expansion, Media Services, Public Relations, turnaround, UK, Value
Apr 20, 2026Fund LettersHotchkis & Wiley Mid-Cap Value FundWDAY Workday Inc. Software - ApplicationApplication Software Bull NASDAQAI, Application Software, Cloud software, customer retention, Enterprise software, ERP, HCM, SaaS, technology
Apr 20, 2026Fund LettersHotchkis & Wiley Mid-Cap Value FundCRGY Crescent Energy Company Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock ExchangeE&P, Eagle Ford, energy, Free Cash Flow, merger, Natural Gas Hedging, oil, Permian Basin, scale, Uinta Basin
Apr 20, 2026Fund LettersHotchkis & Wiley Mid-Cap Value FundAPA APA Corporation Oil & Gas E&POil & Gas Exploration & Production Bull NASDAQBasis Differentials, E&P, Egypt, energy, Financial Contracts, Free Cash Flow, natural gas, oil, Permian Basin, Suriname
Apr 20, 2026Fund LettersHotchkis & Wiley Mid-Cap Value FundKOS Kosmos Energy Ltd. Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock ExchangeE&P, energy, Equatorial Guinea, geopolitical risk, Ghana, Gulf of Mexico, LNG, natural gas, Offshore, oil
Apr 20, 2026Fund LettersWhite Falcon Capital ManagementU Unity Software Software - ApplicationApplication Software Bull New York Stock Exchange3D Engine, advertising technology, AI, Gaming, Mobile Games, monetization, Real Time, turnaround, Vector
Apr 20, 2026Fund LettersWhite Falcon Capital ManagementORCL Oracle Corporation Software - InfrastructureSystems Software Bull NASDAQAI, cloud infrastructure, Data Moat, Database, Enterprise software, hyperscaler, Mission-Critical, Multicloud, System of Record
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyMPWR Monolithic Power Systems Inc. SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, data center, Enterprise Data, Picks and shovels, power electronics, Power Semiconductors
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyVRSK Verisk Analytics Inc. Consulting ServicesResearch & Consulting Services Bull NASDAQAI-Enabled Solutions, Data Flywheel, Insurance Analytics, ISO Database, network effects, proprietary data, Regulatory Embedding
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyCW Curtiss-Wright Corp. Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, Defense spending, engineered products, Ground Defense, Naval Defense, Nuclear Power
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyCRS Carpenter Technology Corp. Metal FabricationMetals & Mining Bull New York Stock ExchangeAerospace, Commercial Aviation, Cyclical Recovery, High-Performance Alloys, materials, Specialty-Metals
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyEME EMCOR Group Inc. Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeAI infrastructure, Construction services, Data center infrastructure, Electrical Services, hyperscale, Pick and shovel
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyCOR Cencora Inc. Medical DistributionHealth Care Distributors Bull New York Stock ExchangeContrarian Investment, Drug Distribution, healthcare infrastructure, Healthcare services, Pharmaceutical Distribution
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyVEEV Veeva Systems Inc. Health Information ServicesSoftware Bull New York Stock Exchangecloud-based, CRM, Life Sciences Software, Pharmaceutical, SaaS, Software Transition
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyIBKR Interactive Brokers Group Inc. Capital MarketsCapital Markets Bull NASDAQAccount Growth, Capital markets, Electronic Brokerage, Fintech, Self directed investing, trading volume
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyLNG Cheniere Energy Inc. Oil & Gas MidstreamOil, Gas & Consumable Fuels Bull New York Stock Exchangeenergy infrastructure, Export Terminals, geopolitical, LNG, natural gas, Share Buybacks, Supply-Demand
Apr 20, 2026Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity StrategyORLY O'Reilly Automotive Inc. Auto PartsSpecialty Retail Bull NASDAQAutomotive Aftermarket, Consumer Discretionary, Dual Channel, Parts Distribution, professional services, Specialty retail
Apr 20, 2026Fund LettersAppalaches CapitalMA Mastercard Incorporated Credit ServicesData Processing & Outsourced Services Bull New York Stock ExchangeArtificial Intelligence, financial services, Fintech, international exposure, network effects, Payment Networks, Regulatory risk, Technology Disruption
Apr 20, 2026Fund LettersAppalaches CapitalV Visa Inc. Credit ServicesData Processing & Outsourced Services Bull New York Stock ExchangeArtificial Intelligence, financial services, Fintech, international exposure, network effects, Payment Networks, Regulatory risk, Technology Disruption

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: