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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Oakmark Fund- International Small Cap | 11.9% | - | ALV, ATEA.OL, AZE.BR, ICP.L, LOOM.ST, LXS.DE, MEGACPO.MX, SJP.L, TITC.L | Europe, financials, industrials, international, small caps, value | The fund focuses on buying stocks when they significantly underperform estimates of intrinsic value and selling when the gap narrows. They purchased Azelis Group at a discount to peers due to macro weakness and private equity overhangs creating opportunity. | AZEG.BR MEGACPO.MX SJP.L |
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| 2025 Q3 | Oct 27, 2025 | 13D Activist Fund | 8.9% | 2.7% | ABG, ALV, APD, BILL, EXEL, KVUE, MIDD, MRCY, PENN, PFGC, PSO.L, QRVO, RIOT, SWX, TRIP, TWLO, VSAT, VSTS, WK, YETI | activism, M&A, SMID Cap, technology, value | Activist activity and success have been flourishing with the Universal Proxy Card increasing campaign success rates from 73% to 88%. The fund expects significant alpha generation from activists like Jeff Smith, Scott Ferguson and Dan Loeb as markets rotate into value investing. | WK VSAT TRIP PFGC |
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| 2024 Q4 | Jan 13, 2025 | 13D Activist Fund | 0.8% | 1.7% | ALV, APD, AZTA, BBWI, ENV, EXEL, FTR, HR, JHG, LW, MDU, MRCY, NSIT, PSO, RIOT, RPD, SWX, THS, TWLO, VSTS | activism, Bitcoin, Corporate Governance, Data centers, M&A, Proxy Fights, SMID Cap, value | 2024 was a record year for shareholder activism with 128 new initiations in North America. Success rates continue to soar with activists achieving 96% success rate in 2023 and 86% in 2024 versus high 60s historically. Shareholder activism is becoming more mainstream with 40 non-activists launching new campaigns in 2024. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| Jo Taylor | Ontario Teachers' Pension Plan | $4.3B | $1.2M | 0.03% | 10,338 | +3,005 | +40.98% | 0.0130% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $21.0M | 0.04% | 176,520 | +176,520 | +100.00% | 0.2217% |
| Cliff Asness | AQR Capital Management | $190.6B | $145.5M | 0.08% | 1,225,359 | +301,659 | +32.66% | 1.5386% |
| Israel Englander | Millennium Management LLC | $233.2B | $15.2M | 0.01% | 127,639 | -26,325 | -17.10% | 0.1603% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $13.0M | 0.02% | 109,754 | +107,607 | +5011.97% | 0.1378% |
| Mario Gabelli | GAMCO Investors | $10.4B | $379,365 | 0.00% | 3,196 | -41 | -1.27% | 0.0040% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $1.6M | 0.19% | 17,530 | +183 | +1.05% | 0.0164% |
| Bob Wyckoff | Tweedy Browne CO LLC | $1.2B | $47.6M | 3.84% | 400,924 | -31,740 | -7.34% | 0.5034% |
| Ray Dalio | Bridgewater Associates | $27.4B | $21.0M | 0.08% | 177,101 | +12,112 | +7.34% | 0.2224% |