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M&A
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 7, 2025 |
Sandon Capital Gabriel Radzyminski
|
View | Activism, M&A, Governance, Media | - | Activist Investing, Corporate Governance, Media, Mergers and acquisitions, small caps |
| 2025 Q3 | Nov 13, 2025 |
VH Standard Merger Arb Fund, LP Bob von Hoffmann
|
View | M&A | - | arbitrage, deals, Mergers, risk, Spreads |
| 2025 Q3 | Oct 9, 2025 |
Heartland Value Fund Will Nasgovitz
|
View | Turnaround, Value, Small Caps, M&A, Food | CVGW, PBPB, XRAY | Food, Mergers and acquisitions, small caps, turnaround, Value Investing |
| 2025 Q3 | Oct 9, 2025 |
Frank Value Fund Brian Frank
|
View | Value, M&A, Staples | - | Consumer Staples, free cash flow, interest rates, Mergers, value |
| 2025 Q3 | Oct 19, 2025 |
Smead International Value Fund Cole Smead
|
View | Energy, M&A, Banking | BMPS IM, MEG CN | Banking, Consolidation, energy, M&A, value |
| 2025 Q3 | Oct 2, 2025 |
Middle Coast Investing Daniel Shvartsman
|
View | AI, Value, M&A | AL, AVGO, BHF, CPAY, ECG, FILA IM, GOGO, GOOG, HI, LULU, LYFT, PGR, TFSL, TRIP | AI, Alphabet, Automation, Broadcom, M&A |
| 2025 Q3 | Oct 21, 2025 |
Starboard Value Jeffrey Smith
|
View | AI, Technology, M&A | TRIP | AI, Data monetization, M&A, Online travel, valuation |
| 2023 Q2 | Jun 30, 2023 |
EQUAM Global Value Fund Alejandro Muñoz
|
View | Value, Inflation, M&A, Rates | ALLFG NA, BOWL LN, RST LN | European Small Caps, free cash flow, interest rates, Pricing Power, Takeover Bids |