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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 | Graham and Doddsville | - | - | AAON, AAP, ANET, AOS, ASTS, CVNA, DLO, FEVR.L, GOOGL, KER.PA, MELI, META, NLB.L, PGR, RKLB, TBCG.L, TSM, WISE.L, WOSG.L, XPEL | AI, emerging markets, Investment Analysis, long-term, Portfolio Management, Quality, Student Pitches, Value Investing | Multiple interviews emphasize value investing principles, with Brandes Investment Partners maintaining pure value philosophy despite 165 months of underperformance following the global financial crisis. The publication showcases various value-oriented approaches from concentrated portfolios to systematic value investing strategies. | View | |
| 2025 Q4 | Jan 20, 2026 | Madison Mid Cap Fund | -1.2% | 1.8% | ACGL, ANET, AOS, APH, BRO, CDW, EXPD, FND, LBRDA, MCHP, MKSI, MSA, PCAR, ROST, TDY, TECH, TREX, TTAN, WAT, WRB | AI, financials, industrials, mid cap, Quality, technology, value | The fund focuses on high-quality, highly profitable, durable businesses with shareholder-oriented management teams selling below intrinsic value assessments. This quality-focused approach has historically provided strong long-term performance despite being temporarily out of favor in speculative market environments. Several portfolio companies are benefiting from AI-related applications and data center spending. MKS's Electronics and Packaging business shows accelerating growth partly due to AI applications, while Amphenol's IT/Datacom business produces spectacular organic growth driven by AI-related data center spending. | MCHP MSA AOS TTAN BIO ROST |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | Fund Letters | Rich Eisinger | A. O. Smith Corporation | Industrials | Building Products | Bull | New York Stock Exchange | oligopoly, Regulations, Replacement, ROIC, Waterheaters | View Pitch |
| Oct 6, 2025 | Seeking Alpha | Seeking Alpha | A. O. Smith Corporation | Specialty Industrial Machinery | Bull | Acquisitions, dividend aristocrat, Dividend Growth, Emerging markets, financial strength, Market expansion, Tankless Water Heaters, valuation, Water Purification, Water Technology | 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 | $5.6M | 0.01% | 84,274 | -6,500 | -60.19% | 0.0517% |
| Ray Dalio | Bridgewater Associates | $27.4B | $13.3M | 0.05% | 198,793 | +122,542 | +160.71% | 0.1219% |
| Israel Englander | Millennium Management LLC | $233.2B | $28.1M | 0.01% | 419,778 | -207,101 | -33.04% | 0.2575% |
| Jeremy Grantham | GMO LLC | $39.1B | $3.4M | 0.01% | 50,778 | +18,989 | +59.73% | 0.0311% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $3.5M | 0.01% | 52,007 | +4,371 | +9.18% | 0.0319% |
| Cliff Asness | AQR Capital Management | $190.6B | $85.6M | 0.04% | 1,279,356 | +617,179 | +93.20% | 0.7848% |
| Bruce Kovner | Caxton Associates | $3.2B | $2.1M | 0.07% | 31,070 | +2,385 | +8.31% | 0.0194% |
| Mario Gabelli | GAMCO Investors | $10.4B | $4.7M | 0.05% | 70,500 | +0 | +0.00% | 0.0432% |