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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Riverwater Sustainable Value Strategy | -0.6% | 7.9% | ATKR, IRDM, MOD, NYCB, QCOM | - | View | ||
| 2025 Q1 | Apr 15, 2024 | The London Company Small Cap | -7.1% | -7.1% | ACIW, ATKR, CNNE, DV, MC, NGVT, RVLV, SGI, THG, UNF | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Riverwater Sustainable Value Strategy | - | - | ATKR, COOP, CPRI, DAR, EVR, EXEL, IDCC, MOD, NCMI | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Zelikovic Investments / Tavor Capital | - | - | ATKR, BN, BUR LN, EXO NA, FFH CN, IAC, KKR, KNSL, MKL, TASE IT, TPL | - | View | ||
| 2024 Q3 | Oct 4, 2024 | Middle Coast Investing | 0.0% | 0.0% | ABM, ACLS, APOG, ATKR, ATRO, BOOM, DALN, OMAB, PGR, PTLO, SCHW | - | View | ||
| 2025 Q4 | Jan 9, 2026 | Middle Coast Investing | 2.7% | 16.9% | AAPL, ABM, AER, AMZN, APOG, ATKR, ATRO, AVGO, BHF, CCK, COF, CPAY, ECG, FG, GOGO, GOOG, HI, HNI, HURC, LULU, LYFT, MLKN, OMAB, PAGS, PGR, PTLO, SCHW, TRIP, WS | Bottom-up, Cash, Defensive, Office Furniture, risk management, value | Manager emphasizes bottom-up investing approach, looking for companies that will do better in years ahead when stocks are priced attractively. Seeks good companies at fair prices to protect against market struggles while avoiding missing big years. Primary goal is to avoid blowing up and survive through bad times. Uses rules like not buying whole positions at once, demanding 50% upside, watching leverage, and knowing when to double down. Maintains defensive portfolio positioning. Decade-long investment theme in office furniture companies including Kimball International, Steelcase, and HNI Corporation. Believes return to office theme hasn't played out but might be soon, with order growth showing improvement across major players. | View | |
| 2025 Q4 | Jan 20, 2026 | Harding Loevner Global Equity | 1.9% | 12.7% | 0700.HK, 1299.HK, 2308.TW, 300124.SZ, 300760.SZ, 4519.T, 6758.T, 6861.T, ABBV, ACN, ADBE, ALFA.ST, AME, AMZN, APH, ASML, ATCO-A.ST, ATD.TO, ATKR, AVGO, BKNG, CME, COMP.L, CSGP, D05.SI, DE, DHR, DPLM.L, EFX, ELV, EPI-A.ST, FN, GMAB, GOOGL, HDFCBANK.NS, HEI, HLN.L, HON, JNJ, META, MSFT, NFLX, NOC, NVDA, PGR, ROG.SW, SAP, SGSN.SW, SHEL, SLB, SU.PA, TMO, TSM, TTD, TW, V, VRTX, WMMVY | AI, global, international, semiconductors, technology, value | AI represents a capital-expenditure regime with two distinct camps: hyperscalers investing in computing capacity and physical enablers of the buildout. The US market is more dependent on AI continuing to surprise to the upside due to richer valuations and concentrated exposure. Global semiconductor ecosystem enables AI buildout, spanning chip foundries, memory-chip makers, and equipment manufacturers. International markets are more heavily tilted toward this manufacturing and infrastructure provider segment. International markets trade at roughly half the multiples of US stocks, offering more attractive valuations. Non-US markets start from cheaper valuations and possess more diverse growth opportunities unrelated to AI. | GOOG |
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| 2024 Q3 | Sep 30, 2024 | Harding Loevner Global Small Companies | 7.8% | 4.1% | 2815 JP, ATKR, CWK LN, GWRE, NBIX, SHKL IN, TECN SW | - | View | ||
| 2024 Q2 | Jul 18, 2024 | Harding Loevner Global Small Companies | 7.8% | 4.1% | ATKR, BC8 GR, BGEO LN, FIVE, RMV LN, SLP | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Riverwater Sustainable Value Strategy | -0.6% | 7.9% | AMKR, ATKR, LMNR, VECO | - | View | ||
| 2024 Q2 | Jun 30, 2024 | abrdn U.S. Small Cap Equity Fund | -7.5% | -3.2% | ATKR, BOOT, CORT | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @InvestSpecial | Atkore Inc. | Electrical Equipment | Electrical Components & Equipment | Bull | New York Stock Exchange | activist, Conduit, cost-cutting, divestitures, electrical equipment, infrastructure, M&A, private equity | View Pitch |
| Nov 25, 2025 | Substack | Toff Cap Monday Monitor | Atkore | Industrials | Electrical Equipment & Parts | Bear | activist investor, Cost Reduction, Electrical infrastructure, operational challenges, strategic review | View Pitch | |
| Oct 23, 2025 | Value Investors Club | showmethemoney | Atkore Inc. | Industrials | Electrical Components & Equipment | Bull | NYSE | BEAD broadband act, buybacks, Conduits, Cyclical Recovery, Data Center Construction, tariffs | 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. | ||||||||