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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 13, 2026 | AMG GW&K Small Cap Core Fund | 0.0% | 0.0% | AEIS, ALGM, ARQT, AVNT, FWRG, HLI, IDA, MTSI, RBC, SF, STRL, UTZ, VCYT, VIAV | energy, healthcare, industrials, small caps, technology, value | View | ||
| 2026 Q1 | Apr 30, 2026 | Cullen Small Cap Value Equity | -2.0% | -2.0% | AVNT, BBSI, BDC, CROX, DOUG, FBIN, GLDD, HIW, HUN, LDI, NMRK, PFSI, POR, TREE, UA, VAC | energy, Geopolitical, Quality, rates, real estate, small caps, value | FBIN BDC BBSI |
View | |
| 2025 Q3 | Nov 8, 2025 | Cullen Small Cap Value Equity | 14.2% | 5.6% | AVNT, CROX, ECVT, HUN, KWR, STR, UA, UIS, VAC | financials, Mortgage, rates, real estate, Regional Banks, small caps, value | Small-cap equities delivered exceptional performance with Russell 2000 gaining 12.4% and Russell 2000 Value advancing 12.6%, outpacing large caps. The rally was fueled by Fed rate cuts, economic resilience, and renewed risk appetite. Small caps entered the quarter trading at multi-decade lows relative to large caps, providing valuation support and asymmetrical upside as earnings recover. | View | |
| 2022 Q3 | Sep 30, 2022 | Baron Small Cap Fund | 9.6% | 14.5% | AVNT, AXNX, AZPN, CAKE, CLVT, GDYN, HLLY, ICLR, IT, KNSL, MRCY, RPAY, TTD | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | The London Company Small Cap | Vontier Corporation | Industrials | Industrial Machinery | Bull | NYSE | Carwash Technology, Equity, Industrial technology, Mobility Solutions, portfolio transformation, Retail Fueling, Transportation | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $2.7M | 0.01% | 85,094 | +41,266 | +94.15% | 0.0672% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $16.7M | 0.02% | 533,680 | +157,633 | +41.92% | 0.4216% |
| Cliff Asness | AQR Capital Management | $190.6B | $17.2M | 0.01% | 549,612 | +210,583 | +62.11% | 0.4342% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $5.0M | 0.01% | 161,179 | +101,341 | +169.36% | 0.1273% |
| Israel Englander | Millennium Management LLC | $233.2B | $46.7M | 0.02% | 1,496,013 | +158,825 | +11.88% | 1.1818% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.4M | 0.00% | 43,891 | +43,891 | +100.00% | 0.0347% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $13,714 | 0.00% | 439 | +107 | +32.23% | 0.0003% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $555,096 | 0.07% | 14,938 | +3,985 | +36.38% | 0.0140% |
| Rich Handler | Jefferies | $19.3B | $2.8M | 0.01% | 88,286 | +88,286 | +100.00% | 0.0697% |
| Ray Dalio | Bridgewater Associates | $27.4B | $877,719 | 0.00% | 28,096 | +28,096 | +100.00% | 0.0222% |