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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | -3.5% | -3.5% | ALL, BC, BJ, COR, EME, FICO, FROG, HOOD, HXL, INSM, IT, ITCI, ORLY, TER, TPG, VRSK, WCN | - | View | ||
| 2023 Q4 | Dec 31, 2023 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | 4.8% | 0.0% | 0JZ0 LN, APTV, BC, BJ, FIVE, FND, IDXX, LNG, ORLY, PCTY, PINS, RNR | - | View | ||
| 2023 Q4 | Dec 31, 2023 | TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy | 3.7% | 0.0% | BC, CHE, CRWD, IDXX, IT, MLM, PANW, RNR, VRSK | - | View | ||
| 2023 Q3 | Oct 10, 2023 | Oakmark Global Fund | 7.5% | 0.0% | 0R0K LN, BC, CHTR, GOOG, ORCL, SJPETLD LN | - | View | ||
| 2024 Q4 | Jan 28, 2025 | Citadel Value Fund SICAV | - | - | BC, JST GR, KER FP, MPAC LN, TGS | CashFlow, Discipline, Quality, risk, valuation | Valuation: The portfolio trades at a 44% discount to intrinsic value with a 6% look-through FCF yield and ~8x EV/EBITA, far below global equity indices. Citadel highlights the extreme valuation dispersion created by the Magnificent Seven and argues that deep value opportunities are unusually attractive. Quality: The Fund increased positions in several high-quality industrial and technology names (Continental, Nichirin, Samsung, Sumco, TGS) following share price weakness. New positions in Jost Werke, Kering and Brunswick were selected for strong market positions, resilient profitability, capable management and long runways for recovery. Risk: The letter stresses that permanent capital lossnot volatilityis true risk. The Stellantis exit illustrates this philosophy; despite a strong 2023, operational missteps in 2024 revealed growing risk, prompting divestment. | 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 | |
| 2023 Q3 | Sep 30, 2023 | TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy | 3.7% | 0.0% | BC, CHE, CRWD, IDXX, LNG, MLM, ORLY, PANW, RNR, SNPS, VRSK, WCN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Seeking Alpha | Daniel Jones | Brunswick Corporation | Consumer Discretionary | Recreational Vehicles | 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. | ||||||||