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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 1, 2024 | Mott Capital Management Thematic Growth Portfolio | - | 5.3% | BA, ILMN, MA, V | - | View | ||
| 2024 Q2 | Jul 30, 2024 | Penn Davis McFarland | - | - | BA, CSCO, NVDA | - | View | ||
| 2025 Q2 | Jul 24, 2025 | WestEnd Capital | 21.8% | 8.6% | BA, GE, HWM, ROK | Aerospace and Defense, capital investment, fiscal stimulus, Industrial Automation, reshoring | The quarter marked a rapid recovery following tariff de-escalation, with WestEnd actively redeploying cash into Technology, Industrials, and European leaders :contentReference[oaicite:2]{index=2}. The firm emphasizes aerospace and defense beneficiaries of reshoring, increased global military spending, and AI-enabled manufacturing efficiency, including Boeing, GE Aerospace, Rockwell Automation, and Howmet. Fiscal stimulus through expensing incentives and capital investment provisions is expected to reinforce earnings growth across domestic industrial champions. | GE ROK HWM BA |
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| 2024 Q1 | May 8, 2024 | Mott Capital Management Thematic Growth Portfolio | 2.8% | 2.8% | AAPL, AMZN, BA, NVDA | - | View | ||
| 2024 Q1 | Apr 2, 2024 | WestEnd Capital | 18.2% | 18.2% | AXP, BA, NVDA, TSM | Artificial Intelligence, Data centers, earnings momentum, quality growth, Semiconductor Growth | The quarter review highlights continued leadership from profitable technology companies, especially Nvidia and semiconductor-related beneficiaries of AI infrastructure expansion. WestEnd stresses that earnings acceleration, free cash flow strength, and disciplined capital allocation differentiate the current AI cycle from prior speculative bubbles. Portfolio positioning remains concentrated in companies driving cloud, data center, and semiconductor growth while actively managing risk through selective trimming and exits. | BA AXP TSM NVDA |
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| 2025 Q4 | Feb 9, 2026 | Loomis Sayles Global Growth Fund | -3.1% | 17.6% | 6954.T, AMZN, BA, BABA, GOOGL, MELI, META, MSFT, NFLX, NKE, NVO, ORCL, QCOM, RACE, SHOP.TO, TSLA, UAA, UL | AI, Automation, Cloud, global, growth, Quality, Streaming, technology | AI investments are driving significant growth across portfolio companies. Alphabet benefits from AI overviews in 40 languages with 2 billion monthly users and AI Mode with 75 million daily users. Google's AI investments contribute to faster query growth and improved monetization. Oracle's cloud infrastructure business is built for AI workloads, targeting over $100 billion in revenue by 2029. Fanuc is partnering with Nvidia to embed physical AI into industrial robots and create digital twins for virtual factory optimization. Cloud computing represents a major growth driver across multiple holdings. Google Cloud accelerated growth to 34% year-over-year, representing 15% of total Alphabet revenue. Oracle's cloud transition from on-premise to subscription model is driving faster growth with substantial RPO backlog of $523 billion. The company targets over $100 billion in OCI revenue by 2029. Shopify's cloud-based platform enables merchants to manage retail operations globally. E-commerce growth remains strong across Latin America and globally. Shopify reported 32% revenue growth with $92 billion GMV, gaining market share and expanding merchant solutions. MercadoLibre continues to dominate Latin American e-commerce with 49% revenue growth, expanding product categories and deepening selection. The company benefits from lower e-commerce penetration rates in Latin America versus other regions. Streaming entertainment continues secular growth from linear television shift. Netflix reported 17% revenue growth driven by higher subscriptions and pricing, with share of TV viewing growing 15% in US and 22% in UK since 2022. The company completed rollout of internal ad tech platform and targets doubling advertising revenue in 2025. Netflix's proposed $82.7 billion acquisition of Warner Bros. would expand content scale and intellectual property portfolio. Factory automation benefits from rising labor costs and falling automation costs globally. Fanuc reported 9% revenue growth with strong robot segment performance, driven by EV industry demand in China and US manufacturing activity. The company maintains 50% market share in factory automation and is partnering with Nvidia to embed AI into industrial robots. Rising labor costs across manufacturing countries support long-term secular demand growth. | MELI NFLX ORCL 6954 JP SHOP GOOG |
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| 2025 Q4 | Feb 8, 2026 | Fidelity Dividend Growth Fund | 5.1% | 22.5% | 000660.KS, AAPL, ALSN, AMZN, BA, BN, EPD, GEV, GOOGL, LLY, META, MSFT, MU, NFLX, NVDA, ORCL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, large cap, semiconductors, technology | The fund remains optimistic about generative artificial intelligence prospects, believing current breakthroughs in large language models will have massive implications for developed economies. The impact is expected to be at least as significant as the transistor or World Wide Web development. The fund maintains significant exposure to semiconductor companies, particularly Taiwan Semiconductor Manufacturing and memory chip producers like SK Hynix. Strong demand for digital memory solutions has resulted in products being sold out through 2026. Commercial aviation represents a key theme as one of the few end markets not yet recovered to pre-pandemic production levels despite robust air travel recovery. Boeing remains the fund's largest overweight with improving fundamentals and strengthened balance sheet. The fund is positioned in companies benefiting from global electrification and decarbonization trends, including GE Vernova which makes gas turbines for electricity generation. The advent of generative AI is increasing global power needs. The fund's core investment philosophy centers on companies with favorable prospects to sustainably pay and grow dividends over time. Energy sector positioning is supported by corporate policies focused on returning capital through dividends and stock buybacks. | GEV AAPL PAYC 000660 KS GOOGL |
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| 2024 Q4 | Dec 31, 2024 | The Sound Shore Fund | 1.3% | 22.6% | BA, BKR, FLEX, ORCL, TEVA, VST | - | View | ||
| 2024 Q3 | Nov 2, 2024 | Mott Capital Management Thematic Growth Portfolio | - | 9.6% | BA | - | View | ||
| 2024 Q3 | Oct 25, 2024 | CrossingBridge Advisors | 0.0% | 0.0% | BA, WBA | - | View | ||
| 2024 Q4 | Jan 31, 2025 | WestEnd Capital | - | 50.8% | BA, MKSI, SNOW | Artificial Intelligence, Data Center Infrastructure, Earnings Expansion, Mega-Cap Technology, U.S. Exceptionalism | The letter argues that U.S. exceptionalism and the artificial intelligence infrastructure buildout remained the dominant drivers of equity returns, with NVIDIA and hyperscalers accounting for a disproportionate share of index gains :contentReference[oaicite:0]{index=0}. WestEnd maintains a concentrated overweight to Technology, emphasizing data centers, GPUs, and enterprise AI deployment as the next leg of monetization. While valuations are elevated and tariff risks could pressure long-duration growth stocks, the firm expects earnings breadth to expand in 2025, supporting continued leadership from high-quality mega-cap platforms. | MKSI SNOW BA |
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| 2025 Q4 | Jan 27, 2026 | WestEnd Capital | 0.0% | 0.0% | BA, CAT, CCJ, CENX, FCX, GE, KGS, LLY, PLTR | AI, Aluminum, defense, energy, healthcare, industrials, Natural Gas, technology | WestEnd committed to the AI trade early and captured outsized gains by actively investing in key players driving AI innovation and infrastructure buildout. The AI boom continues with debt financing becoming more important for funding buildout as capital intensity rises. AI data centers require massive amounts of metals including aluminum and copper. Portfolio includes exposure to aerospace/defense supply chains and companies positioned for defense spending. Century Aluminum's high-purity primary aluminum is essential for military aircraft, armor plate, drones, and advanced weapons systems, tying into national security needs. Eli Lilly stands out as a dominant franchise in the GLP-1 obesity and diabetes market, actively reducing friction through direct-to-consumer and direct-to-employer pricing strategies. The company is diversifying into next-generation oral GLP-1s with orforglipron expected to generate $13 billion in annual sales by 2031. The Trump administration has signaled intent to dial-up fiscal stimulus in various forms, with policies encouraging capital formation and business investment. This includes benefits from the OBBBA providing meaningful financial/tax benefits for businesses and households. Kodiak Gas Services provides mission-critical large-horsepower compression infrastructure upstream of LNG exports and downstream power demand from AI-driven data centers. The company benefits from robust demand in the Permian and other basins through long-term, take-or-pay style contracts. Century Aluminum sits at the intersection of AI data-center buildout and defense/energy security needs. The boom in data centers, EVs, and clean-energy infrastructure is tightening the U.S. aluminum market, pushing up the Midwest premium and incentivizing domestic smelting capacity to restart. | CENX CAT LLY KGS |
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| 2024 Q3 | Sep 30, 2024 | Fidelity Dividend Growth Fund | 4.4% | 25.2% | ALSN, BA, GEV, QCOM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 25, 2026 | Substack | Monopolistic Investor | Boeing | Aerospace & Defense | Aerospace | Bear | New York Stock Exchange | Aerospace, Boeing, duopoly, Global Services, Government intervention, Negative equity, operational challenges, profitability, R&D spending, Unionized workforce | View Pitch |
| Feb 21, 2026 | Fund Letters | George Bolton | The Boeing Company | Industrials | Aerospace & Defense | Neutral | New York Stock Exchange | 5G, backlog, CapEx, diversification, engineering, Grid, infrastructure, Modernization, renewables | View Pitch |
| Feb 21, 2026 | Fund Letters | George Bolton | Boeing Company | Industrials | Aerospace & Defense | Bull | New York Stock Exchange | Aerospace, backlog, leadership, Production, recovery, turnaround | View Pitch |
| Feb 21, 2026 | Fund Letters | George Bolton | Boeing Company | Industrials | Aerospace & Defense | Bull | New York Stock Exchange | Aerospace, air travel, backlog, Defense, Reshoring, turnaround | View Pitch |
| Jan 14, 2026 | Seeking Alpha | Seeking Alpha | The Boeing Company | Aerospace & Defense | Aerospace | Neutral | New York Stock Exchange | Aerospace, backlog, Boeing, Commercial Airplanes, Defense, market recovery, operating margins, risk management, turnaround, valuation | View Pitch |
| Jan 8, 2026 | Value Investors Club | yxd0950 | The Boeing Company | Industrials | Commercial Services & Supplies | Bull | New York Stock Exchange | industrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Dhierin Bechai | Boeing | Industrials | Aerospace & Defense | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Hawkinvest | Boeing | Industrials | Aerospace & Defense | Neutral | 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 |
|---|---|---|---|---|---|---|---|---|
| Andreas Halvorsen | Viking Global Investors | $37.7B | $858.3M | 2.28% | 3,953,087 | +942,536 | +31.31% | 0.4567% |
| Mark A. Hillman | Hillman Value Fund | $158.9M | $5.5M | 3.47% | 25,427 | -3,065 | -10.76% | 0.0029% |
| Sarah Ketterer | Causeway Capital Management LLC | $7.3B | $33.0M | 0.45% | 151,928 | +151,928 | +100.00% | 0.0176% |
| Matthew Halbower | Pentwater Capital Management | $19.0B | $1.4B | 7.54% | 6,610,000 | +4,115,200 | +164.95% | 0.7637% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $3.1M | 0.01% | 14,253 | -318,091 | -95.71% | 0.0016% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $11.8M | 0.01% | 54,272 | -372,457 | -87.28% | 0.0063% |
| Boaz Weinstein | Saba Capital Management | $3.3B | $29.6M | 0.89% | 136,500 | -254,000 | -65.04% | 0.0158% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $22.9M | 0.03% | 105,300 | +67,000 | +174.93% | 0.0122% |
| Israel Englander | Millennium Management LLC | $233.2B | $107.5M | 0.05% | 495,200 | -227,700 | -27.44% | 0.0572% |
| Stephen Selver | Bramshill Investments | $1.8B | $1.3M | 0.07% | 6,000 | +1,500 | +33.33% | 0.0007% |
| Jeremy Grantham | GMO LLC | $39.1B | $1.2M | 0.00% | 5,452 | -90 | -1.62% | 0.0006% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $239.1M | 0.19% | 1,101,368 | -59,694 | -5.14% | 0.1272% |
| Murray Stahl | Horizon Kinetics | $7.4B | $218,422 | 0.00% | 1,006 | -27 | -2.61% | 0.0001% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $175.6M | 0.26% | 808,931 | +781,331 | +2830.91% | 0.0935% |
| Cliff Asness | AQR Capital Management | $190.6B | $85.9M | 0.05% | 395,749 | +59,621 | +17.74% | 0.0457% |
| Mario Gabelli | GAMCO Investors | $10.4B | $25.9M | 0.25% | 119,504 | +20,479 | +20.68% | 0.0138% |
| Louis Bacon | Moore Capital Management | $6.8B | $14.5M | 0.22% | 66,951 | +46,579 | +228.64% | 0.0077% |
| $25.6B | $49.2M | 0.19% | 226,654 | -99,387 | -30.48% | 0.0262% | ||
| Rich Handler | Jefferies | $19.3B | $40.2M | 0.21% | 185,157 | +178,252 | +2581.49% | 0.0214% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $60,505 | 0.00% | 278 | -175 | -38.63% | 0.0000% |