ALTG|AREN|CVGI|PBPB|QBTS|QMCO|SCOR|TURN Archives

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
No letters found for ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Immersion Investment Partners	Potbelly	Consumer Discretionary	Restaurants	Bull	NASDAQ	cash flow, franchise model, growth, Management Change, Restaurant Turnaround, Sandwich Concept, Unit economics, valuation discount	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	The Arena Group Holdings, Inc.	Communication Services	Interactive Media & Services	Bull	NYSE American	advertising revenue, Content Platform, digital media, merger, Sports Illustrated, turnaround, value creation	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	comScore, Inc.	Communication Services	Interactive Media & Services	Bull	NASDAQ	Activism, analytics, Corporate Governance, Data Assets, digital advertising, Media Measurement, multiple expansion	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	Potbelly Corporation	Consumer Discretionary	Restaurants	Bull	NASDAQ	cash generation, EBITDA growth, Fast casual, Franchising, multiple expansion, Restaurants, Unit economics	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	Arena Group Holdings, Inc.	Communication Services	Interactive Media & Services	Bull	NYSE American	Ad revenue, digital media, operating leverage, platform, Rollup Strategy, Russell Index, Sports Illustrated, Traffic Synergies	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	D-Wave Quantum, Inc.	Information Technology	Technology Hardware, Storage & Peripherals	Neutral	NYSE	Commercialization, Legacy Investment, Lockup Period, Quantum Computing, revenue guidance, SPAC, technology	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	Commercial Vehicle Group, Inc.	Consumer Discretionary	Auto Components	Bull	NASDAQ	Auto Components, commercial vehicles, Contract Renegotiation, Electric Trucks, growth, operating leverage, Value	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	Quantum Corporation	Information Technology	Technology Hardware, Storage & Peripherals	Bear	NASDAQ	activist, data storage, hyperscalers, management issues, Proxy Contest, supply chain, tape storage, turnaround	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	Comscore, Inc.	Communication Services	Interactive Media & Services	Bull	NASDAQ	EBITDA margin, insider buying, Management Change, Measurement, Media Analytics, private equity, turnaround, Value	View Pitch
Apr 28, 2026	Fund Letters	180 Degree Capital Corp	Potbelly Corporation	Consumer Discretionary	Restaurants	Bull	NASDAQ	activist, Capital-light, Consumer Discretionary, Fast casual, franchise, Re-franchising, Restaurant, turnaround	View Pitch
Apr 28, 2026	Fund Letters	Artemis US Select Fund	Moody's Corporation	Financials	Financial Exchanges & Data	Bull	NYSE	Credit cycle, credit ratings, debt issuance, financial services, oligopoly, recurring revenue	View Pitch
Apr 27, 2026	Fund Letters	180 Degree Capital Corp	D-Wave Quantum Inc.	Information Technology	Technology Hardware, Storage & Peripherals	Bear	NYSE	Debt facility, Going Concern, Liquidity crisis, Lockup agreement, Quantum Computing, Speculative, technology	View Pitch
Apr 27, 2026	Fund Letters	180 Degree Capital Corp	Arena Group Holdings, Inc.	Communication Services	Interactive Media & Services	Bear	NYSE American	Bridge Loan, capital structure, debt maturity, leverage, media company, Refinancing Risk, Sports Illustrated	View Pitch
Apr 27, 2026	Fund Letters	180 Degree Capital Corp	Potbelly Corporation	Consumer Discretionary	Restaurants	Bull	NASDAQ	debt refinancing, expansion, Fast casual, Franchising, Restaurants, turnaround, Value	View Pitch

BSD Shareholders of ALTGARENCVGIPBPBQBTSQMCOSCORTURN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

ALTGARENCVGIPBPBQBTSQMCOSCORTURN