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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | Ariel Fund | 7.0% | - | ATGE, CLB, LESL, NTRS, SJM, SPHR | cyclicals, Recovery, small caps, valuation, value | The letter reiterates a classic value philosophy amid persistent growth outperformance. Management argues that pessimism around cyclical and smaller companies has created attractive entry points. The outlook anticipates improving fundamentals and multiple expansion as sentiment normalizes. | LESL SJM CLB NTRS ATGE SPHR |
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| 2024 Q1 | Apr 15, 2024 | Ariel Fund | 12.1% | 0.0% | ATGE, MHK, MSGE, NVST, PARA, SNA, SPHR | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Ariel Fund | -0.7% | 11.8% | ATGE, CG, LESL, MHK, MSGE, RCL | - | View | ||
| 2023 Q4 | Dec 31, 2023 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | ATGE, ATRC, BJ, FLYW, HLNE, PRA, VC, WING | - | View | ||
| 2017 Q4 | Dec 31, 2017 | Aquamarine Fund | - | 34.9% | ATGE, BRK/A, COGN3 BZ, COST, FCAU, GM, RACE IM, SCHW, TSLA | - | View | ||
| 2015 Q4 | Dec 31, 2015 | Aquamarine Fund | - | -16.0% | ATGE, BRK/A, CHK, MSFT, NESN SW, RLS SP | - | View | ||
| 2025 Q4 | Jan 18, 2026 | Ariel Fund | 3.2% | 14.2% | ATGE, CLB, GNTX, MHK, MSGE, SPHR, XRAY | Autos, Entertainment, healthcare, industrials, Oil Services, small caps, value | Live entertainment companies like Sphere Entertainment and Madison Square Garden Entertainment showed strong performance driven by robust consumer demand for concerts and live shows. The success of The Wizard of Oz at Sphere demonstrates the venue's potential for scalable franchise opportunities both domestically and internationally. Core Laboratories delivered sequential revenue growth propelled by strong global demand for its proprietary services and products. The company strengthened its financial position by reducing leverage to a nine-year low while expanding internationally through acquisitions, positioning for long-term growth in energy development cycles. Gentex Corporation faced headwinds from mix-shift towards lower-end vehicle production due to tariff impacts in Europe and China. However, the Ford Bronco launch marked an important milestone for Full Display Mirror technology, which remains the company's most reliable growth driver as automakers increasingly adopt advanced technologies. The fund maintains a disciplined value approach, focusing on companies with robust balance sheets, durable fundamentals, and valuation discipline. This positioning aims to capture attractive upside as market leadership evolves and opportunities broaden beyond the current concentration in large-cap stocks. | XRAY GNTX MHK ATGE CLB |
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| 2024 Q3 | Sep 30, 2024 | Invesco Small Cap Value Fund | 6.5% | 19.5% | ATGE, BECN, COHR, HSIC, LITE, MXL, NFE, QDEL, RMBS, SPB, WAL | - | View | ||
| 2024 Q2 | Jul 31, 2024 | Ariel Fund | 12.1% | 0.0% | ADT, ATGE, LESL, NVST, RCL, SPHR | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Fund | -8.0% | -8.0% | ATGE, BIO, LESL, OSW, PARA, RCL, SJM, SPHR | - | View | ||
| 2023 Q3 | Mar 10, 2023 | Ariel Fund | 12.1% | 0.0% | ATGE, GNRC, IPG, LESL, MAT, PBH, SPHR | - | View | ||
| 2023 Q4 | Jan 31, 2024 | Ariel Fund | 12.1% | 0.0% | ATGE, CLB, JLL, MAT, RCL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 20, 2026 | Fund Letters | John W. Rogers | Adtalem Global Education Inc. | Consumer Discretionary | Education Services | Bull | New York Stock Exchange | buybacks, Education, Enrollment, Execution, healthcare | View Pitch |
| Dec 3, 2025 | Fund Letters | John W. Rogers | Adtalem Global Education Inc. | Health Care | Education Services | Bull | NYSE | buybacks, Enrollment, Free Cash Flow, Healthcare education, Portfolio simplification, Pricing power, Regulatory risk, ROIC | View Pitch |
| Sep 16, 2025 | Short Thesis | Safkhet Capital | Adtalem Global Education Inc | Health Care | Education Services | Bear | NYSE | Education, Enrollment, Regulation, Title IV, Tuition | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Harold Goldmeier | Adtalem Global Education Inc. | Health Care | Education & Training Services | Bull | NYSE | — | 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. | ||||||||