Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Oakmark Fund- International Small Cap | -10.9% | -2.9% | 1128.HK, ATG.L, BAER.SW, CPR.MI, ENX.PA, GIL.TO, LXS.DE, SJP.L, SOP.PA, STRS.TA, SWON.SW | Beverages, Europe, international, small cap, technology, value | The fund sees the U.K. wealth management industry as attractive and growing, with St. James's Place best positioned competitively to capture strong asset flows. Management has a credible plan to double earnings by 2030 through cost-cutting and strategic initiatives. | SOP.PA ATG.L SWON.SW SJP.L |
View |
| 2024 Q4 | Jan 30, 2025 | Langdon Global Smaller Companies | 3.6% | 19.8% | ATG.L, ESQ, FEVR.L, GSHD, RBREW.DC, SFE.L, SKWD, WOSG.L | Beverages, global, insurance, private credit, small caps, value | Westaim's successful exit from Skyward Specialty Insurance delivered approximately 2.5-3x multiple of capital with 13% gross annualized return. CC Capital's investment brings insurance platform expertise to create an insurance-led asset management model similar to Apollo/Athene and Ares/Aspida. | RBREW.DC FEVR.L WED.TO |
View |
| 2024 Q2 | Jul 15, 2024 | Colebrooke Partners | 0.0% | 0.8% | ASC.L, ATG.L, LIT.L, MIDW.L, MOON.L, MRL.L, NAH.L, THG.L, WINE.L, WISE.L, WOSG.L | Luxury, marketplaces, Portfolio Management, small cap, UK Equities, value | ATG operates leading auction platforms across art/antiques and industrial/commercial verticals, benefiting from network effects where scale aggregates more bidders and auction houses. The business follows the 'Marketplace Playbook' with value-added services like ATG Ship and ATG Pay improving take rates while enhancing the offering to auction houses. | WOSG.L ATG.L |
View |
| 2024 Q4 | Jan 20, 2025 | Colebrooke Partners | 5.9% | - | ATG.L, ECEL.L, MIDW.L, MOON.L, NAH.L, THG.L, WINE.L, WOSG.L | Building Materials, concentrated, small caps, Uk, undervalued, value | Eurocell operates as a vertically integrated PVC profiles manufacturer and building plastics distributor with over 200 branch locations. The company serves windows and doors installers, small builders, and roofing contractors in the UK market. Management targets £500m sales with 10% operating margins through branch network expansion, improved windows and doors proposition, and garden rooms offerings. | ASC.L ECEL.L |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Langdon Global Smaller Companies | Auction Technology Group | Communication Services | Interactive Media & Services | Bear | LSE | Antiques, Art, Digitization, exit, market share, marketplace, Online auctions, Take rate | View Pitch |
| Apr 13, 2026 | Fund Letters | Colebrooke Partners | Auction Technology Group plc | Communication Services | Interactive Media & Services | Bull | London Stock Exchange | Aggregation Theory, Antiques, Art, Auction Platform, Commercial, e-commerce, Industrial, marketplace, network effects, technology | View Pitch |
| Apr 13, 2026 | Fund Letters | Oakmark Fund- International Small Cap | Auction Technology Group | Communication Services | Interactive Media & Services | Bull | London Stock Exchange | Auction Platform, Bidder Database, e-commerce, network effects, online marketplace, post-COVID recovery, value-added services | 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. | ||||||||