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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 19, 2025 | American Century Small Cap Value Fund | 4.7% | - | ACGL, ASH, AXS, BBWI, VC | consumer, financials, industrials, small caps, Value Investing | Small-cap equities benefited from steady U.S. growth and improving valuations despite volatility from rate and policy shifts. The fund emphasized financials and consumer discretionary sectors, citing underappreciated earnings potential and resilient demand. Industrial holdings with pricing power and cash flow generation also supported the value recovery trend. | View | |
| 2025 Q4 | Jan 23, 2026 | American Century Small Cap Value Fund | -1.1% | -3.3% | AMKR, ARCB, ARW, AVT, AXS, BBWI, BC, BIRK, COLB, EEFT, ENOV, EVTC, GPK, HZO, MARA, OKLO, ONB, PATK, SSB, TKR, UMBF | banks, consumer discretionary, healthcare, industrials, semiconductors, small cap, value | The fund maintains significant overweight exposure to banks, remaining constructive on the industry due to continued positive inflection in net interest income and belief that fears of an extended negative credit cycle were overstated. Many holdings still trade meaningfully below historical multiples. Overweight positioning tilted toward higher-quality, unique businesses targeting high-end consumers including global consumer brands like Brunswick and Birkenstock. Specialty retail exposure includes marine dealers and Bath & Body Works. The sector remains attractive with overweight positioning in higher-quality industrials including machinery, distribution, and commercial services. Many holdings demonstrated strong pricing power during inflationary environment and returned cash to shareholders via dividends, buybacks and debt reduction. Information technology contributed through stock selection, with strong results from Amkor Technology benefiting from AI packaging solutions and domestic chip manufacturing trends. The company is one of two in the US capable of providing large-scale advanced packaging solutions. | View | |
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ASH, BBWI, COOP, CUBE, FTRE, HII, LANC, LOB, NVR, RRX | - | View | ||
| 2024 Q2 | Jul 31, 2024 | The Sound Shore Fund | 6.7% | 21.1% | BBWI, GEHC, ORCL, TEVA | - | View | ||
| 2022 Q4 | Jul 1, 2023 | Third Point Offshore Fund | 1.1% | -3.0% | AIG, BBWI, CL, DD, PCG | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 6, 2025 | Value Investors Club | Woodrow | Bath & Body Works Inc | Consumer Discretionary | Specialty Stores | Bull | NYSE | retail, turnaround, wholesale, international expansion, FCF | 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. | ||||||||