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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Lakehouse Small Companies Fund | - | - | AD8 AU, ARB AU, BAP AU, CAT AU, DHG AU, PME AU, PNI AU, RDX AU, TNE AU | Founders, growth runway, Inefficiency, small caps, undercoverage | The letter highlights inefficiencies in small-cap markets driven by limited coverage and liquidity constraints. Management emphasizes founder-led businesses with long growth runways and improving fundamentals. Volatility is viewed as an opportunity to build positions at attractive prices. | RDX AU AD8 AU PME AU PNI AU CAT AU TNE AU ARB AU |
View |
| 2024 Q4 | Dec 31, 2024 | Ganes Focused Value Fund | - | 5.9% | ARB AU, DPZ, LOV AU, MFF AU, PWH AU, RDX AU | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Ganes Focused Value Fund | 1.5% | - | APE AU, ARB AU, LOV AU, PWR AU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Donny Buchanan | ARB Corporation Limited | Consumer Discretionary | Auto Components | Bear | New York Stock Exchange | Automotive Accessories, exit, macro headwinds, supply chain, tariffs | 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. | ||||||||