Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 13, 2026Fund LettersCastlebay InvestmentsCPG.L Compass Group RestaurantsRestaurants Bull New York Stock ExchangeContract Retention, defensive, Foodservice, Institutional Catering, Moat, operational excellence, Process Power, switching costs
Apr 13, 2026Fund LettersEast CapitalKAP.L Kazatomprom UraniumUranium & Nuclear Energy Bull New York Stock ExchangeCommodities, energy transition, Kazakhstan, Low-cost producer, market leader, Mining, nuclear energy, uranium
Apr 13, 2026Fund LettersMiller Value Partners Deep Value StrategiesBLMN Bloomin Brands RestaurantsRestaurants Bull NASDAQCasual Dining, Consumer Discretionary, Outback, Remodeling, Restaurants, Starboard Value, Steakhouse, technology, turnaround, Value
Apr 13, 2026Fund LettersMiller Value Partners Deep Value StrategiesCRGY Crescent Energy Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock ExchangeAcquisitions, Commodity Exposure, energy, Free Cash Flow, mineral rights, Oil & Gas E&P, Permian Basin, royalties, Value
Apr 13, 2026Fund LettersMiller Value Partners Deep Value StrategiesCNDT Conduent Information Technology ServicesIT Consulting & Other Services Bull NASDAQBusiness Process Services, Cost Reduction, Digital Solutions, Fortune 100, Government Services, IT services, new CEO, transformation, Value
Apr 13, 2026Fund LettersMiller Value Partners Deep Value StrategiesJELD JELD-WEN Building Products & EquipmentBuilding Products Bull New York Stock ExchangeBuilding Products, Distribution, Doors, Europe, Housing, North America, Real Estate, transformation, turnaround, Value, Windows
Apr 13, 2026Fund LettersMiller Value Partners Deep Value StrategiesNBR Nabors Industries Oil & Gas DrillingOil & Gas Drilling Bull New York Stock Exchangecash flow, Commodity Exposure, debt reduction, Drilling Technology, Energy Services, Middle East, North America, Oil & Gas Drilling, Value
Apr 13, 2026Fund LettersHarding Loevner Emerging Markets Equity2359.HK WuXi AppTec Diagnostics & ResearchLife Sciences Tools & Services Bull New York Stock ExchangeBiosecure Act, Biotech, China, contract research, CRDMO, drug development, GLP-1 Therapies, Health Care, Peptides, Pharmaceutical Services
Apr 13, 2026Fund LettersHarding Loevner Emerging Markets EquityMELI MercadoLibre Internet RetailInternet & Direct Marketing Retail Bull NASDAQBrazil, competitive positioning, Consumer Discretionary, e-commerce, Gmv Growth, Latin America, Logistics, market leader, marketplace
Apr 13, 2026Fund LettersHarding Loevner Emerging Markets Equity002594.SZ CATL Auto ManufacturersElectrical Components & Equipment Bull Shenzhen Stock ExchangeAI data centers, Battery Manufacturer, China, Electric Vehicle, Energy Storage Systems, Grid Storage, Industrials, Lithium-ion, market leader, renewable energy
Apr 13, 2026Fund LettersThe Davenport Core Leaders FundRYN Rayonier Inc REIT - SpecialtySpecialized REITs Bull New York Stock Exchangedividend yield, Hard assets, Housing recovery, inflation hedge, Real assets, Timber REIT, timberland, valuation discount
Apr 13, 2026Fund LettersThe Davenport Core Leaders FundCNS Cohen & Steers Inc Asset ManagementAsset Management & Custody Banks Bull New York Stock Exchangeasset management, Fortress Balance Sheet, market leader, operating leverage, Real assets, Real Estate, REITs, Valuation Disparity
Apr 13, 2026Fund LettersThe Davenport Core Leaders FundTKO TKO Group Holdings Inc EntertainmentEntertainment Bull New York Stock ExchangeAI-Resistant, Combat Sports, Contractual Revenue, entertainment, live events, Media rights, Premium Content, UFC, WWE
Apr 13, 2026Fund LettersThe Davenport Core Leaders FundFWONK Liberty Formula One Group EntertainmentEntertainment Bull NASDAQAI-Resistant, Contractual Revenue, entertainment, Formula One, live events, Media rights, Motorsports, Premium Content
Apr 13, 2026Fund LettersThe Davenport Core Leaders FundCEG Constellation Energy Corp Utilities - Independent Power ProducersElectric Utilities Bull NASDAQBaseload Generation, clean energy, data centers, Electric Utilities, Electrification, investment grade, Nuclear Power, Power generation
Apr 13, 2026Fund LettersGreenlight CapitalSLM SLM Corp. Credit ServicesConsumer Finance Bull NASDAQAI Concerns, consumer finance, contrarian, credit quality, Government Exit, Share Buybacks, Student loans
Apr 13, 2026Fund LettersGreenlight CapitalCROX Crocs, Inc. Footwear & AccessoriesFootwear Bull NASDAQConsumer Discretionary, contrarian, Footwear, Global Brand, International Growth, Share Buybacks, Value
Apr 13, 2026Fund LettersGreenlight CapitalVSNT Versant Media Group EntertainmentMedia Bull NASDAQCable Channels, Cash Flow Yield, Live News, media, spin-off, Technical Selling, Value
Apr 13, 2026Fund LettersGreenlight CapitalCNR Core Natural Resources Thermal CoalCoal & Consumable Fuels Bull New York Stock Exchangecoal, Commodities, Energy security, Energy Supply Disruption, geopolitical, Natural Gas Substitution
Apr 13, 2026Fund LettersGreenlight CapitalDHT DHT Holdings Oil & Gas MidstreamOil & Gas Equipment & Services Bull New York Stock ExchangeCyclical, Energy Transportation, geopolitical, high dividend yield, Oil Tankers, Shipping, VLCCs

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