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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 | Merion Road Capital | 5.0% | 0.6% | AMWD, BELFA, BELFB, KTOS, MBC, VCTR | arbitrage, Asset Management, defense, Housing, Mergers, small cap, value | Kratos benefited from Defense Secretary Pete Hegseth's announcement to ramp production and fielding of drones. The company beat Q2 earnings and management identified several large wins post quarter end that will boost Q3 bookings and provide increased confidence on 2026-2027 guidance. Additional upside lies in tactical drones currently being discussed by customers. | BELFA AMWD VCTR KTOS BELFA AMWD VCTR KTOS |
View |
| 2023 Q4 | Jan 16, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | AMWD, BELFB, BLN.TO, BLND, BXC, CMT, COHR, GPI, HAYW, HCC, HQI, INTT, ITI, KBR, KOP, KRT, LMB, TGLS, TH, VSH | Construction, industrials, Long/Short, rates, semiconductors, small caps, value | Small-cap stocks have been underperforming larger ones for the second longest stretch since the 1930s. The forward P/E for the S&P Small Cap 600 is now 13x, compared to 19x for the S&P 500 and 32x for the Magnificent 7. Historical analysis shows that after similar periods of underperformance, small caps outperformed large caps by 22.2%, 10.5%, and 9.8% annually over subsequent 1, 3, and 5-year periods. | INTT |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Aaron Sallen | American Woodmark | Consumer Discretionary | Building Products | Bull | NASDAQ | Housing, leadership, manufacturing, merger, synergies, tariffs, valuation | View Pitch |
| Nov 29, 2025 | Fund Letters | Aaron Sallen | American Woodmark | Consumer Discretionary | Building Products | Bull | NASDAQ | Housing, leadership, manufacturing, merger, synergies, tariffs, valuation | 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. | ||||||||