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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 31, 2025 | Artisan Global Discovery | 10.8% | 6.8% | ARIS, BAB LN, GDDY, GXI, III LN, IOT, IRTC, MIPS SS, RBC, SAIA, SPOT, SRT GR, TTD, WING | discovery, Global Growth, inflection points, underfollowed, valuation | The letter emphasizes uncovering underfollowed global companies with emerging competitive advantages and accelerating fundamentals. Management focuses on identifying inflection points where earnings power is not yet reflected in valuations. The outlook favors patient capital deployed into mispriced global opportunities. | III LN WING RBC GXI GR SAIA ARIS SPOT IRTC BAB LN |
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| 2025 Q2 | Jul 27, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | AEI, ARIS, ATI, BOOT, BRBR, CLBT, MMSI, SHAK, VNOM, WWD | earnings growth, Recovery, selectivity, small caps, volatility | The commentary emphasizes small-cap recovery potential supported by improving earnings visibility. Management highlights selectivity amid policy and rate uncertainty. Small-cap growth is viewed as attractive for long-term investors. | MMSI BRBR CLBT VNOM ARIS BOOT AVAV ATI WWD SHAK |
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| 2025 Q2 | Jun 30, 2025 | Riverwater Micro Opportunities Strategy | - | - | ABEO, ARIS, LEU, TILE | fundamentals, liquidity, Microcaps, mispricing, small caps | The letter argues that micro-cap stocks remain deeply mispriced due to neglect, liquidity constraints, and passive flows. Management highlights strong fundamentals and long-term growth potential despite weak sentiment. The opportunity is framed as valuation-driven rather than cyclical timing. | TILE ABEO ARIS LEU |
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| 2024 Q1 | May 9, 2024 | Rewey Asset Management | 9.8% | 18.5% | ARIS, COLB, RELL | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Artisan Global Discovery | -3.7% | -3.7% | 0669 HK, ARGX, ARIS, ASND, BAB LN, CCCS, COHR, GWRE, ILMN, IRTC, MTSI, PRCT, PSTG, SAIA, SE, SPOT, TWST, TYL, USFD, VEEV, WAB, WST | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Artisan Partners Small Cap Fund | -10.1% | -10.1% | ARIS, ASND, BROS, DAY, FRSH, FTAI, GWRE, HALO, KTOS, MTSI, SG, VCYT | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | AAON, ANF, ARIS, FLYW, PCVX, PTGX, RBA, SHAK, SWTX | - | View | ||
| 2025 Q3 | Oct 16, 2025 | Riverwater Micro Opportunities Strategy | - | - | ALLT, ARIS, AVBC, AVD, CCB, DCTH, IRMD, MEC, UROY | financials, industrials, Nuclear Energy, small caps, uranium | Riverwater highlights strength in uranium and nuclear energy investments as AI data centers increase global power demand. The funds top performer, Uranium Royalty Corp, benefited from rising uranium prices and nuclear energys clean baseload role. Managers continue focusing on small-cap quality names in financials and industrials, emphasizing balance-sheet strength amid volatility. | AVD ALLT AVBC DCTH UROY |
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| 2024 Q2 | Jun 30, 2024 | Riverwater Micro Opportunities Strategy | -0.4% | -2.8% | ARIS, ATOM, BWB, III, LLAP, LMNR, PERI, QNST, VECO | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Riverwater Micro Opportunities Strategy | - | - | ARIS, CLMB, LMNR, NPKI, RDVT | - | View | ||
| 2023 Q4 | Jan 18, 2024 | Rewey Asset Management | 9.8% | 18.5% | ARIS, BDC, CADE | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Adam Peck | Aris Water Solutions, Inc. | Industrials | Environmental & Facilities Services | Bull | New York Stock Exchange | infrastructure, midstream, Permian, Recycling, Water | View Pitch |
| Dec 5, 2025 | Fund Letters | Eric Mintz | Aris Water Solutions, Inc. | Utilities | Oil & Gas Storage & Transportation | Bull | NYSE | infrastructure, midstream, Permian, Production, Water | View Pitch |
| Dec 3, 2025 | Fund Letters | Jason L. White | Aris Water Solutions, Inc. | Utilities | Oil & Gas Equipment & Services | Bull | NYSE | Basin, Cyclicality, infrastructure, midstream, oil, Pipelines, Recycling, Water | 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. | ||||||||