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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 8, 2026 | Kingdom Capital Advisors | 8.0% | 8.0% | AENT, KODK, MAGN, MLCI, NLOP, NVRI, STKL, TSSI, UNFI, WATT, WBD, WW, ZD | Distribution, Media, real estate, small caps, special situations, value | NVRI MAGN UNFI NLOP AENT |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 9, 2026 | Fund Letters | Kingdom Capital Advisors | Alliance Entertainment | Entertainment | Distributors | Bull | NASDAQ | collectibles, Content Distribution, Distribution, DVDs, entertainment, insider ownership, physical media, Short squeeze, Special Situation, Value, Vinyl Records | View Pitch |
| Oct 27, 2025 | Substack | Da Metropolitan | Alliance Entertainment | Communication Services | Entertainment | Bull | collectibles market, Cost management, Growth Opportunities, insider ownership, licensing deals, margin expansion, Paramount deal, physical media distribution, Undervalued Stock, video game cycle | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Israel Englander | Millennium Management LLC | $233.2B | $602,865 | 0.00% | 74,612 | -10,898 | -12.74% | 0.1176% |