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Real Estate
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 27, 2026 |
Diamond Hill Small-Mid Cap Strategy Chris Welch
|
View | AI, Defense, Real Estate, Data Centers | AMH, ARE, BAH, CCS, CIEN, CUBE, GIS, GTES, HII, HLIO, IAC, LEA, PRGO, SBAC, UDR, WCC, WIX, WLK, WNS | defense, healthcare, industrials, mid cap, real estate, small cap, technology, value |
| 2025 Q4 | Jan 27, 2026 |
Gate City Capital Michael Melby
|
View | Media, Real Estate, Precious Metals, Coal, Fertilizers, Trucking | 1211.SR, ALCO, APP, BTU, DSP, EVC, HTLD, IPI, JAKK, MOS, TTD, XOM | Agriculture, energy, Media, Precious Metals, real estate, small caps, value |
| 2025 Q4 | Feb 19, 2026 |
McIntyre Partnerships Chris McIntyre
|
View | Healthcare, Value, Real Estate | MDRX, SAFE, SHC, STE | healthcare, liquidation, real estate, small cap, undervalued, value |
| 2025 Q4 | Feb 25, 2026 |
Icahn Enterprises L.P. Carl Icahn
|
View | Energy, Real Estate, Automotive | CVI, UAN, VKSC | Automotive, Conglomerate, energy, Investment, real estate, Refining |
| 2025 Q4 | Jan 14, 2026 |
HMC Capital Partners Fund I Victoria Hardie
|
View | Real Estate, Value Creation, Demographics | BBN.AX, GNC.AX, INA.AX, LIC.AX, LLC.AX | active management, Australia, capital recycling, demographics, real estate, value creation |
| 2025 Q3 | Oct 1, 2025 |
Protean Small Cap Carl Gustafsson
|
View | Industrials, Small Caps, Real Estate | 4KK1 GR, EAST SS, GRNG SS, HLUNB DC | industrials, Nordic, real estate, small caps, valuation |
| 2025 Q3 | Sep 30, 2025 |
Oaktree Capital Management Howard Marks
|
View | Healthcare, Credit, Valuation, Private Equity, Real Estate | - | credit, healthcare, private equity, real estate, valuation |
| 2025 Q3 | Oct 21, 2025 |
Plural Investing Chris Waller
|
View | Real Estate | GLIBA, JDG LN, JET2 LN, SEG, WOSG LN | Intrinsic Value, real estate, small caps, Telecom, Value Investing |
| 2025 Q3 | Oct 21, 2025 |
Baron Real Estate Fund Jeffrey Kolitch
|
View | Real Estate, REITs, Housing | AAON, ABNB, AMT, CBRE, CRH, IRM, JLL, WYNN | Housing, infrastructure, Property tech, real estate, REITs |