Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersSmead International Value Fund7270.T Subaru Corporation Consumer DiscretionaryAutomobile Manufacturers Bull Tokyo Stock Exchangebrand loyalty, capital allocation, Crossover SUVs, Free Cash Flow, Japanese Automotive, net cash, Share Buybacks, value opportunity
Dec 31, 2024Fund LettersSmead International Value FundUCG.MI UniCredit SpA FinancialsBanks Bull Borsa Italianacapital allocation, Depressed Valuations, European Banking, financial leverage, ROE improvement, Share Buybacks, value creation
Dec 31, 2024Fund LettersRiverwater Micro Opportunities StrategySSSS SuRo Capital Corp. FinancialsAsset Management & Custody Banks Bull NASDAQAI, growth, IPO pipeline, NAV discount, private equity, Public Markets, technology, Venture Capital
Dec 31, 2024Fund LettersRiverwater Micro Opportunities StrategyUROY Uranium Royalty Corp. EnergyOil, Gas & Consumable Fuels Bull NASDAQclean energy, Commodities, Mining Royalties, North America, Nuclear Power, royalties, Streaming, uranium
Dec 31, 2024Fund LettersRiverwater Micro Opportunities StrategyAMRK A-Mark Precious Metals FinancialsDiversified Financial Services Bull NASDAQBullion Dealer, Commodities, contrarian, Gold Trading, Margin recovery, Precious Metals, Trading Spreads
Dec 31, 2024Fund LettersRiverwater Micro Opportunities StrategyCCB Coastal Financial Corporation FinancialsRegional Banks Bull NASDAQBaaS, Banking As A Service, Embedded finance, Fintech Partnerships, growth, regional banks, SMB Banking, Washington
Dec 31, 2024Fund LettersRiverwater Sustainable Value StrategyEXEL Exelixis, Inc. Health CareBiotechnology Bull NASDAQbiotechnology, blockbuster drug, healthcare, Oncology, pipeline, Standard of Care, Value
Dec 31, 2024Fund LettersRiverwater Sustainable Value StrategyNCMI National CineMedia, Inc. Communication ServicesAdvertising Bull NASDAQAdvertising Network, competitive moat, entertainment, Free Cash Flow, Post-Pandemic Recovery, Theater Advertising
Dec 31, 2024Fund LettersRiverwater Sustainable Value StrategyDAR Darling Ingredients Inc. MaterialsSpecialty Chemicals Bull NYSEBiofuels, Circular economy, ESG, Joint venture, renewable energy, Sustainable Ingredients, Value
Dec 31, 2024Fund LettersRiverwater Sustainable Value StrategyCOOP Mr. Cooper Group Inc. FinancialsThrifts & Mortgage Finance Bull NASDAQfinancials, Interest rates, Mortgage Servicer, Non-bank, ROE, scale, Value
Dec 31, 2024Fund LettersHeartland Value FundXRAY Dentsply Sirona Inc. Health CareHealth Care Equipment Bull NASDAQcontrarian, cost savings, Dental Equipment, healthcare, Management Change, turnaround, undervalued
Dec 31, 2024Fund LettersHeartland Value FundPDCO Patterson Companies, Inc. Health CareHealth Care Distributors Bull NASDAQacquisition, Animal Health, Dental, Healthcare Distribution, private equity, Sum-of-parts, Value
Dec 31, 2024Fund LettersHeartland Value FundDK Delek US Holdings, Inc. EnergyOil & Gas Refining & Marketing Bull NYSECyclical Recovery, energy, insider buying, refining, Share Buyback, Sum-of-parts, Trucking, Value
Dec 31, 2024Fund LettersHeartland Value FundSEE Sealed Air Corporation MaterialsPaper Packaging Bull NYSEcash flow, materials, Packaging, private equity, takeover target, undervalued, Value
Dec 31, 2024Fund LettersHeartland Mid Cap Value FundCNC Centene Corporation Health CareManaged Health Care Bull NYSEACA Exchanges, insider buying, managed care, Medicaid, Medical Loss Ratio, political risk, Value
Dec 31, 2024Fund LettersHeartland Mid Cap Value FundWTW Willis Towers Watson FinancialsInsurance Brokers Bull NASDAQinsurance brokerage, margin expansion, Operational Restructuring, Peer Discount, turnaround, Value
Dec 31, 2024Fund LettersHeartland Mid Cap Value FundSYY Sysco Corporation Consumer StaplesFood Distributors Bull NYSEAI Analytics, capital returns, Digital transformation, food distribution, market share expansion, Specialty Services, Value
Dec 31, 2024Fund LettersHeartland Value Plus FundSMTC Semtech Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Asset Divestiture, data centers, deleveraging, EBITDA Discount, IoT, Management Change, semiconductors, Signal integrity, turnaround
Dec 31, 2024Fund LettersHeartland Value Plus FundFBK FB Financial Corporation FinancialsRegional Banks Bull NYSEdeposit growth, Dividend Growth, insider buying, loan growth, net interest income, regional banks, Southeast, tangible book value, Value
Dec 31, 2024Fund LettersEast72 Dynasty TrustVIL.PA Viel et Cie FinancialsInvestment Banking & Brokerage Bull Euronext Parisdiscount to NAV, family-controlled, financial services, French, holding company, Inter-Dealer Broker, liquidity provider, private banking, Sum-of-parts, Value

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