Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Mar 10, 2025 | Turtle Creek Fund Test | -2.7% | - | AHT.L, AMCR, ATS.TO, BERY, BF.A, DFS, DOO.TO, KNSL, MGRC, PFB.TO, URBN, URI, WSC | Buybacks, Deregulation, Financial Services, mid cap, Trade Policy, value | Trump administration expected to be more business friendly with push for deregulation and lower corporate taxes. CFPB under Trump widely expected to be more business friendly and less focused on increasing regulatory burden. Proposed cap on credit card late fees may be dropped under new administration. | WSC KNSL AHT.L DOO.TO BERY BFH |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 28, 2025 | Seeking Alpha | Seeking Alpha | Amcor plc | Packaging & Containers | Bull | Amcor, analyst projections, Beta, dividends, e-commerce, innovation, Packaging, Sustainability, target price, Volatility | View Pitch | ||
| Oct 23, 2025 | Value Investors Club | singletrack | Amcor PLC | Materials | Containers & Packaging | Bull | NYSE | Amcor, Containers, merger, Packaging, Plastics, Recycling | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Gen Alpha | Amcor plc | Materials | Packaging & Containers | Bull | NYSE | — | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||