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Buybacks
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 2, 2026 |
Alluvial Capital Management Dave Waters
|
View | Value, Dividends, Buybacks, Phosphate, Paper, Real Estate | CRAW, EAC, FTLF, GTX, IFOS, MBR.L, MDR, NLOP, SLVM, TLN | Buybacks, dividends, Europe, industrials, materials, small caps, Telecommunications, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Large Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Buybacks | CBRE, CRM, CSGP, EVER, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RI.PA, RYAN, SSNC, STLA, SW, SWKS, TRU, UNH | AI, Buybacks, healthcare, insurance, small caps, technology, value |
| 2025 Q4 | Jan 6, 2026 |
Frank Value Fund Brian Frank
|
View | Value, Buybacks | GTX, MSFT | Buybacks, cash flow, Consumer Staples, fundamentals, mid cap, value |
| 2025 Q4 | Mar 1, 2026 |
River Oaks Capital Whit Huguley
|
View | Value, Small Caps, Buybacks, Specialty Chemicals, Building Materials Retail | ACNT, BFCC, BILD.TO, BOC, CRMT, CZBS, DR.TO, FTLF, GFP, HAYPP, IVFH, OMCC, RRR.UN, RWAY, SRBK, TRUX | Banking, Buybacks, Consolidation, Flooring, small cap, Specialty Chemicals, undervalued, value |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Value Fund Matthew Fine
|
View | Energy Transition, Oil, Buybacks, Copper, Coal, Sanctions | 0001.HK, 2603.TW, 6951.T, 6955.T, BIRG.L, BMW.DE, BZU.MI, CMA, CS, DB, HBR.L, HCC, IFP.TO, LUN.TO, SFOR.L, SSUB.OL, SUBCY, TDW, VAL | Banking, Copper, energy, Europe, Mining, Resource Conversion, value |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Global Fund Ross Glotzbach
|
View | Media, Value, Buybacks | ANGI, AVTR, BIO, CNH, CNX, DHER.DE, EXOR.MI, F, FI, GLAN.L, GRUMA.MX, IAC, JFC.PS, KHC, MAT, MGM, PHG, REGN, STLA, TIGO, UNH | Buybacks, FCF, global, Holdings, Media, Quality, value |
| 2025 Q4 | Feb 8, 2026 |
Auxier Asset Management Jeff Auxier
|
View | AI, Value, Capital Markets, Buybacks, Defense Spending | BK, BRK-A, BTI, C, CAT, CVX, FI, GE, GLW, GOOGL, HD, LOW, MSFT, MU, NOW, PH, QCOM, RTX, UNH, VLO | AI, Banking, Buybacks, defense, energy, healthcare, technology, value |
| 2025 Q4 | Jan 16, 2026 |
N/A – No hedge fund exists under this name Junichi Inoue
|
View | AI, Inflation, Buybacks | 1803.T, 4091.T, 4385.T, 4519.T, 6141.T, 6758.T | AI, Construction, Corporate Governance, E-Commerce, inflation, Japan, Pharmaceuticals |
| 2025 Q4 | Jan 12, 2026 |
Blue Tower Asset Management Andrew Oskoui
|
View | AI, Value, FinTech, Buybacks | 4028.T, BELFB, CGEO.L, ENVA, WCC | AI, Banking, Buybacks, Fintech, growth, international, productivity, value |
| 2025 Q4 | Mar 10, 2026 |
Peterson Investment Fund Matthew Peterson
|
View | AI, Cloud, E-commerce, Buybacks | BABA, BRK.B, DJCO, GOOG, NPSNY | AI, Capital Allocation, China, Compounding, Concentration, technology, Value Investing |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Real Estate Value Fund Jason Wolf
|
View | Value, Buybacks, Homebuilders, Real Estate | AMH, BKG.L, BRK-A, BYG.L, CBRE, DHI, FMCC, FNF, FNMA, FPH, JLL, LEN, PHM, PLD, RYN, SKY, SUI, UHAL, UTG.L, WY | Commercial, Homebuilders, real estate, REIT, Residential, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – All Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Insurance, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYSG, SSCC, SWKS, TRU, UNH | AI, Buybacks, insurance, Margin Of Safety, Quality, small caps, technology, value |
| 2025 Q4 | Feb 11, 2026 |
Latitude Global Fund Freddie Lait
|
View | AI, Healthcare, Infrastructure, Buybacks, Travel, Discount Retail | AI.PA, ASSA-B.ST, AZO, COR, DEO, DG.PA, DLTR, EIF.PA, GOOGL, ICE, JPM, MCK, RPRX, RYA.L, SHEL, TSCO.L, UNH, V | AI, Buybacks, Europe, growth, healthcare, infrastructure, retail, value |
| 2025 Q4 | Jan 18, 2026 |
The Davenport Value & Income Fund George L. Smith III
|
View | AI, Value, Dividends, Buybacks | ACN, ADBE, ARE, C, CTAS, EOG, FDX, GOOG, HPQ, ISRG, META, MMC, MRVL, MSFT, NOW, NVDA, ORCL, SPOT, UBER, UNP, VRTX | AI, Buybacks, dividends, large cap, technology, value |
| 2025 Q4 | Jan 12, 2026 |
Pabrai Wagons Fund Mohnish Pabrai
|
View | Value, Buybacks, Coal, Airports, Homebuilders, Auto Dealers, Oil Services | AAPL, AMR, AMZN, AN, GOOGL, HMT.L, META, MSFT, NVDA, PHM, RIG, TOL, TSLA | Airports, Auto Dealers, Buybacks, Coal, global, Homebuilders, Oil Services, value |
| 2025 Q4 | Jan 24, 2026 |
Greystone Capital Adam Wilk
|
View | Payments, E-commerce, Buybacks, Coal | APG, BEL, DR.TO, FC, FOUR, KITS.TO, LMB, LNF.TO, LSPD.TO, NRP, SQ, SYZ, TOST, VYX | Buybacks, Coal, concentrated, E-Commerce, payments, small caps, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Focus C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, SW, SWKS, TRU, UNH | AI, Buybacks, healthcare, insurance, small caps, technology, value |
| 2025 Q4 | Feb 3, 2026 |
MSA Capital Partners Fund / Truffle Fund Mathias Saggau
|
View | AI, Value, Buybacks | ABF.L, DCC.L, FERG.L, FPE3.DE, MWG.L, TCX, UTDI.DE, VWPL.L, WINE.L | AI, Buybacks, Conglomerates, Europe, underperformance, value |
| 2025 Q4 | Jan 21, 2026 |
Zeno Equity Partners LLP Cristiano Souza
|
View | Buybacks, Technology | BRK-A, DHR, FTV, GE, ITW, JCI, NVST, VRLT | Biotechnology, Capital Allocation, Conglomerates, Ownership, Spin-Offs, value creation |
| 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 |
| 2025 Q4 | Jan 30, 2026 |
Motiwala Capital Adib Motiwala
|
View | Value, Dividends, Japan, Buybacks | 4832.T, 6201.T, 6489.T, 7203.T, 8001.T, 8002.T, 8031.T, 8053.T, 8306.T, 8593.T, 9658.T, 9687.T | Buybacks, Corporate Governance, dividends, Japan, technology, Trading Houses, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Focus Plus C.T. Fitzpatrick
|
View | AI, Value, Quality, Small Caps, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, SW.PA, SWKS, TRU, UNH | AI, healthcare, insurance, Quality, small caps, technology, value |
| 2025 Q4 | Jan 16, 2026 |
GDS Investments Glenn D. Surowiec
|
View | AI, Value, Buybacks, Electric Vehicles | ABNB, AMZN, CRWV, DEO, F, GE, GM, GOOGL, LEN, NVO, ORCL, RIVN, STZ, TDW, TREX, VAL, WMT, ZTS | AI, Buybacks, cyclicals, Electric Vehicles, Quality, Rotation, technology, value |
| 2025 Q4 | Jan 21, 2026 |
Harbor Mid Cap Value Fund Josef Lakonishok
|
View | AI, Value, Buybacks | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Fund Ross Glotzbach
|
View | Media, Value, Buybacks | ACI, AMG, ANGI, AVTR, CNX, DINO, DIS, EXO.MI, FDX, H, IAC, KHC, MAT, MGM, PCH, PVH, PYPL, REGN, RTX, RYN | Buybacks, Cash, Defensive, Leverage, Quality, value |
| 2025 Q3 | Oct 14, 2025 |
Vulcan Value Partners – Large Cap C.T. Fitzpatrick
|
View | Quality Investing, Buybacks | CBRE, FI, GOOG, KMX, MEDP | Buybacks, fundamentals, Quality, tariffs, value |