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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | May 16, 2023 | Voss Value Fund | 1.6% | 1.6% | ASO, ECN CN, PLYA | - | View | ||
| 2025 Q1 | Apr 9, 2025 | Maple Tree Capital – Heartwood | -18.0% | -18.0% | ASO, CRWD, DNUT, EA, LYFT, RDDT, UEC | - | View | ||
| 2024 Q4 | Mar 10, 2025 | Turtle Creek Fund Test | -2.7% | - | ABG, AHT LN, ASO, BLDR, DOO CN, FFBB, KNSL, TIGO, UBAB, WSC | - | View | ||
| 2025 Q3 | Oct 8, 2025 | Maple Tree Capital – Heartwood | 40.0% | - | ASO, CRWV, SN | AI, energy, growth, Operating Leverage, uranium | The commentary focuses on high-quality businesses with predictable cash flows and conservative balance sheets. Management prioritizes downside protection and long-term compounding over short-term performance. Quality is positioned as a defensive advantage amid macro uncertainty and valuation dispersion. | UPST CRWV NBIS UEC |
View |
| 2024 Q3 | Oct 1, 2024 | Maple Tree Capital – Heartwood | 2.4% | 0.0% | ASO, CHGG, CRWD, GOOGL | - | View | ||
| 2023 Q1 | May 16, 2023 | Voss Value Offshore Fund | 7.4% | 8.9% | ASO, ECN CN, PLYA | - | View | ||
| 2023 Q2 | Feb 10, 2023 | Bonhoeffer Capital Management | 11.3% | 0.0% | 005300 KS, ASO, BERY, BLDR, FRYCF, TDY | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||