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| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 13, 2026 |
GoodHaven Capital Management Larry Pitkowsky
|
View | Financials, Oil, Homebuilders, Advertising | BAC, BLDR, BRK-B, DVN, EXOR.MI, GOOG, JEF, LEN.B, TVK.TO, VNOM | concentrated, energy, financials, Housing, Quality, technology, value |
| 2025 Q4 | Feb 5, 2026 |
Rowan Street Capital Alex Kopel
|
View | E-commerce, Electric Vehicles, Social Media, Advertising | META, SHOP.TO, SPOT, TSLA, TTD | Compounding, Concentration, long-term, Quality, technology |
| 2025 Q4 | Feb 11, 2026 |
Pershing Square Holdings Bill Ackman
|
View | AI, Cloud, E-commerce, Travel, Advertising, Music | AMZN, BN, CMG, FMCC, FNMA, GOOG, HHH, HLT, HTZ, META, NKE, QSR, UBER, UMG.AS | AI, Concentration, growth, megacaps, Performance, Quality, technology, valuation |
| 2025 Q4 | Jan 12, 2026 |
Heartland Value Plus Fund Bradford Evans
|
View | Value, Dividends, Small Caps, Buybacks, Advertising, Materials | BLDR, LAMR, WCC | Advertising, Buybacks, dividends, industrials, real estate, small caps, value |