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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | AAON, ANF, ARIS, FLYW, ITCI, PCVX, PTGX, RBA, SHAK, SWTX | AI, Biotechnology, energy, growth, healthcare, small caps, technology, Trade Policy | Healthcare remains the largest sector in the US at $5 trillion, growing 5% annually driven by aging population and chronic conditions. Recent M&A activity has picked up in pharmaceuticals and medical devices as companies seek portfolio expansion. The sector is generally more favorably priced than most sectors despite recent underperformance. | ANF AAON SHAK PCVX FLY SWTX PTGX RBA ARIS ITCI |
View |
| 2024 Q3 | Sep 30, 2024 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | ALGM, ANF, BJ, CVGW, CYRX, ENV, EYE, FOUR, FOXF, FTAI, HLNE, INTA, KVYO, MPWR, OS, PJT, TREX, VRNS, WTFC, ZETA | Biotechnology, consumer, Fed Cuts, financials, growth, Rotation, small caps, software | Small cap stocks snapped an unprecedented losing streak versus large caps in Q3, with the Russell 2000 Growth Index up 8.41%. The rotation was initially catalyzed by higher Trump election odds and cooling inflation data supporting Fed rate cuts. Historically rate cuts have been positive for small caps, and with earnings growth for smaller caps set to eclipse large caps over the next two years, coupled with historic lows in relative valuations, conditions are aligning for better asset class performance. | View | |
| 2024 Q3 | Sep 30, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | ANF, CELH, CHRD, ELF, LNTH, PCVX, PJT, RMBS, VNOM, ZETA | AI, energy, financials, growth, healthcare, small cap, technology | The dramatic growth in AI infrastructure investment remains a dominant theme in the market. The team believes many of their holdings are well positioned to benefit from the hundreds of billions of dollars being invested by mega-cap tech companies. AI spending remains a bright area with promising opportunities to capitalize on this long-term, multi-year trend. | View | |
| 2024 Q2 | Jul 26, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | ANF, EVH, INSM, KWR, LSCC, LSTR, MNDY, MSA, ONTO, PJT, RBA, SUM, TMDX, VEI, VKTX, WWD | AI, Biotechnology, energy, growth, healthcare, semiconductors, small caps, technology | The fund continues to see strong momentum within the AI data center buildout megatrend that is now a year old. The enormous power requirements of AI data centers have positive implications for a broader group of stocks extending across energy, industrials and utilities. The portfolio is well positioned to benefit from this theme as the surge in capital spending plans from mega-cap tech companies holds significant positive implications for several holdings within the electrical equipment and power generation industries. | View | |
| 2024 Q2 | Jul 7, 2024 | Cedar Grove Capital Management | 21.0% | 0.0% | AAPL, AMZN, ANF, BIG, GOOGL, HIMS, LULU, META, MSFT, NVDA, TSLA, XPOF | AI, Banking, CRE, Long Term, retail, small cap, value | CRE continues to offload entire office buildings at fractions of what they paid for them just a few short years ago. This level of stress in the banking system continues to flash warning signs which have been going on for the last few years. Smaller banks with larger CRE exposure could face solvency issues. | View | |
| 2025 Q1 | Mar 31, 2025 | Prosper Global Macro | 1.0% | 1.0% | 6501.T, 8306.T, ADBE, AM.PA, ANF, BN.PA, C, CBZ.DE, DHI, FNV, GOOGL, IAG.L, KGC, KOG.OL, LLY, NFLX, ROG.SW, RR.L | defense, gold, inflation, Multi-Asset, tariffs, TIPS, Trade Policy | Trump's tariffs of 25% on imports from Mexico and Canada, plus hikes on Chinese goods, triggered fears of trade war, recession, and stagflation. The manager views these tariffs as a strategy to create leverage for better trade balances, expecting volatility but anticipating rollback on many tariffs during April following concessions. | View | |
| 2024 Q4 | Jan 15, 2025 | Warden Capital | - | 8.5% | ANF, AVGO, BRK-A, ILPT, MAC, NVDA, PK, SPOT, SPWH, VNO | AI, rates, real estate, small caps, tariffs, technology, value | Manager analyzes massive AI capex spending (~$220B) versus minimal end-user revenues (~$15B), questioning ROI sustainability. Deepseek's 30x cheaper pricing model threatens industry economics. Compares current situation to 2000 tech bubble with potential for capital overspending. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 25, 2026 | Seeking Alpha | Seeking Alpha | Abercrombie & Fitch Co. | Retail | Apparel Retail | Bull | New York Stock Exchange | Abercrombie & Fitch, Apparel, buybacks, earnings growth, ERP Transition, Gross margin, market volatility, retail, tariffs, undervalued | View Pitch |
| May 26, 2026 | Seeking Alpha | Seeking Alpha | Abercrombie & Fitch Co. | Consumer Discretionary | Apparel Retail | Bull | New York Stock Exchange | Abercrombie & Fitch, Apparel Retail, cash flow generation, Consumer Discretionary, growth potential, Hollister, innovation, Macroeconomic Risks, share repurchases, valuation discount | View Pitch |
| Apr 13, 2026 | Fund Letters | Carillon Eagle Small Cap Growth Fund | Abercrombie & Fitch | Consumer Discretionary | Specialty Retail | Bull | NYSE | Apparel Retail, Freight Costs, gross margins, Hollister Brand, Multi-brand, Omnichannel, Specialty retail | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Emanuel Nemec | Abercrombie & Fitch Co. | Consumer Discretionary | Apparel Retail | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Substack | The Finance Corner | Abercrombie & Fitch Co. | Consumer Discretionary | Apparel Retail | Bear | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $20.5M | 0.04% | 162,515 | -196,300 | -81.25% | 0.4577% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $3.2M | 0.00% | 25,300 | +25,300 | +100.00% | 0.0713% |
| Lee Ainslie | Maverick Capital | $9.3B | $2.4M | 0.03% | 19,463 | +19,463 | +100.00% | 0.0548% |
| Ray Dalio | Bridgewater Associates | $27.4B | $22.4M | 0.08% | 178,158 | +15,801 | +9.73% | 0.5018% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $4.9M | 0.01% | 39,200 | -119,882 | -24.84% | 0.1104% |
| Israel Englander | Millennium Management LLC | $233.2B | $50.5M | 0.02% | 401,204 | -86,700 | -64.22% | 1.1299% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $10.0M | 0.01% | 79,484 | -93,427 | -54.03% | 0.2239% |
| Cliff Asness | AQR Capital Management | $190.6B | $315.2M | 0.17% | 2,504,240 | +898,884 | +55.99% | 7.0528% |
| Bruce Kovner | Caxton Associates | $3.2B | $1.1M | 0.03% | 7,115 | -11,171 | -61.09% | 0.0238% |
| Rich Handler | Jefferies | $19.3B | $2.2M | 0.01% | 17,765 | +17,765 | +100.00% | 0.0500% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $126 | 0.00% | 1 | +0 | +0.00% | 0.0000% |