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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 Q4 | Feb 3, 2026 | Fidelity Growth Strategies Fund | -3.4% | 12.6% | ALNY, ATI, AXON, BROS, COHR, COR, DXCM, FICO, FIX, HLT, HOOD, HWM, IDXX, LITE, LVS, NET, RBLX, RCL, ROAD, STRL | aerospace, AI, growth, industrials, mid cap, technology | The fund benefited from AI infrastructure investment driving demand for optical components and semiconductors. Coherent saw surge in demand for products in advanced semiconductor manufacturing due to AI infrastructure spending. The broader market was supported by ongoing boom in artificial intelligence spending. Strong positioning in aerospace and defense components through ATI and Howmet Aerospace holdings. ATI designs and manufactures components for aerospace and defense firms representing two-thirds of its business, with strong earnings growth projected for 2025 and Q1 2026. | IDXX AXON LITE ATI COHR |
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| 2025 Q4 | Jan 28, 2026 | Prosper Stars & Stripes | 1.2% | 9.9% | ATI, EAT, GTLB, INOD, KTB, META, MSFT, PDFS, RVTY, SEAT, SITM, STUB, TKNO | AI, alpha, healthcare, Long/Short, semiconductors, small caps, value | AI investment cycle driving economic growth and market gains, with revenue per employee increasing at large AI companies. AI infrastructure spending not out of line with past tech investment expansions. GenAI reshaping software development and creating competitive pressures for traditional seat-based pricing models. Semiconductor industry experiencing high growth from normal demand plus AI buildout. Companies like PDF Solutions benefiting from increased need for yield improvement tools in 3-D semiconductor structures and supply chain data sharing as US builds denser semiconductor supply chains. Small caps getting strong start in 2026 supported by easing monetary conditions and constructive fiscal backdrop. Small caps more sensitive to economic cyclicality which is overdue for expansion. Expected to grow at better pace than large caps in 2026 after long period of underperformance. Healthcare industry positioned for catch-up growth after several years of below-trend performance. Government spending expected to increase relative to feared cuts, with companies signaling improvement in revenue growth. Focus on 'picks & shovels' businesses serving the industry. | View | |
| 2023 Q1 | Apr 18, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | ALTR, ATI, HEES, INTT, ITI, KRNT, LBRT, LSTR, LUNA, THRY, TITN, TWI, ZEUS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Shilpa Marda Mehra | ATI Inc | Industrials | Aerospace & Defense | Bull | New York Stock Exchange | Aerospace, Defense, earnings, growth, Margins | View Pitch |
| Jan 16, 2026 | Seeking Alpha | Seeking Alpha | ATI Inc. | Materials | Specialty Materials | Bull | New York Stock Exchange | Aerospace, Defense, EBITDA growth, Free Cash Flow, Jet Engines, margin expansion, Nickel-based Superalloys, share repurchases, specialty materials, Titanium Alloys | View Pitch |
| Dec 5, 2025 | Fund Letters | Eric Mintz | ATI Inc. | Materials | Steel | Bull | NYSE | Aerospace, Alloys, Contracts, Pricing, Specialty-Metals | View Pitch |
| Dec 3, 2025 | Fund Letters | James A.Colgan | ATI Inc. | Materials | Steel | Bull | NYSE | Aerospace, Alloys, backlog, Margins, materials, Titanium | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Akim Guerreiro | ATI Inc. | Materials | Metal Fabrication | 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. | ||||||||