Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Ariel Small Cap Value Strategy | -0.8% | 9.0% | BCO, LIND, MGPI, MHK, NCLH, OSW | - | View | ||
| 2024 Q4 | Dec 31, 2024 | SouthernSun Small Cap | -7.7% | 4.7% | AEIS, AWI, BCO, DORM, MGPI, OXM | - | View | ||
| 2024 Q4 | Dec 31, 2024 | SouthernSun SMID Cap | -6.2% | 11.1% | AWI, BCO, MGPI, SEIC | - | View | ||
| 2025 Q3 | Oct 30, 2025 | SouthernSun Small Cap | - | 8.3% | BCO, CXT, DAR, MOD, SCL | active management, Capital Allocation, industrials, Recurring Revenue, Value Investing | SouthernSun emphasized patience and valuation discipline amid divergent market conditions. The letter highlighted industrial and manufacturing opportunities, active managements importance, and disciplined capital allocation across niche-dominant businesses. The fund remains focused on recurring revenue models, financial flexibility, and long-term compounding as volatility resurfaces. | CXT SCL DAR MOD BCO CXT SCL DAR MOD BCO |
View |
| 2025 Q3 | Oct 30, 2025 | SouthernSun SMID Cap | - | 8.7% | BCO, CXT, DAR, MOD, WSO | Artificial Intelligence, cash flow, industrials, Quality, Value Investing | The firm underscored resilience amid cyclical shifts, citing Modine Manufacturings AI datacenter cooling exposure and Brinks strong recurring revenue. While AI investment continues to expand, SouthernSun maintains its emphasis on valuation discipline and balance sheet strength. Management noted that lower-quality speculative stocks drove near-term rallies but reiterated their conviction in durable, niche-dominant companies. | CXT WSO DAR BCO MOD CXT WSO DAR BCO MOD |
View |
| 2025 Q3 | Oct 15, 2025 | Ariel Small Cap Value Strategy | 12.7% | - | BCO, KMT, MAT, PBH, REZI, SPHR, ZBRA | consumer, cyclicals, industrials, small caps, valuation | Ariel sees improving prospects for small caps and cyclical stocks amid Fed easing, strong earnings, and valuation gaps versus large caps. The strategy favors pro-cyclical exposure in undervalued businesses across industrials, logistics, and consumer sectors while maintaining discipline in capital deployment. The managers expect small-cap valuations to normalize as market breadth improves and economic resilience persists. | KMT US SPHR US BCO US REZI US |
View |
| 2023 Q3 | Sep 30, 2023 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | AMG, BCO, LESL, LIND, MAT, NCLH, SPHR | - | View | ||
| 2024 Q2 | Jul 31, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | BCO, CLB, HMN, LESL, MIDD, OSW, PARA, SPHR | - | View | ||
| 2023 Q1 | Apr 30, 2023 | SouthernSun SMID Cap | 8.8% | 13.9% | BCO, CLH, CR, DAR, LPX, WRK, WSO | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Michael Cook | Brink’s Company | Industrials | Security & Protection Services | Bull | NYSE | — | View Pitch |
| Nov 29, 2025 | Fund Letters | Michael Cook | Brink’s Company | Industrials | Security & Protection Services | Bull | NYSE | buybacks, capital allocation, Cash management, growth, Outsourcing, recurring revenue, Security | View Pitch |
| Nov 29, 2025 | Fund Letters | Bas Schreuders | Brunswick Corporation | Industrials | Recreational Marine & Engines | Bull | NYSE | aftermarket, Cyclical, Engines, Marine, recovery | View Pitch |
| Nov 28, 2025 | Fund Letters | Michael Cook | Brink’s Company | Industrials | Security & Protection Services | Bull | NYSE | — | View Pitch |
| Nov 28, 2025 | Fund Letters | Michael Cook | Brink’s Company | Industrials | Security & Protection Services | Bull | NYSE | buybacks, capital allocation, Cash management, growth, Outsourcing, recurring revenue, Security | 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. | ||||||||