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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | The Olstein Strategic Opportunities Fund | - | - | ABM, BLBD, CENT, DIN, GTES, IVZ, SHYF, ST, VNT, VSH | consumer, industrials, small caps, technology, value | The fund focuses on companies selling at discounts to their intrinsic value based on their normalized ability to produce free cash flow. Market volatility enabled filling the portfolio with companies that had outstanding liquidity but were affected by short-term problems. | View | |
| 2026 Q2 | Jul 27, 2026 | abrdn U.S. Small Cap Equity Fund | 26.2% | 27.5% | ATMU, BLBD, COHU, CPRX, CRDO, DFIN, ELF, FROG, MGY, MTRN, TVTX, UTI | AI, Biotechnology, defense, Infrastructure Spending, Onshoring, semiconductors, small caps, US | UTI TVTX BLBD COHU MTRN FROG |
View | |
| 2025 Q1 | Mar 31, 2025 | American Century Small Cap Value Fund | -6.3% | -6.3% | ACLS, AXS, BCO, BECN, BLBD, CHX, CRGY, EMBCF, ENOV, EVTC, FLWO, FNB, GPK, MGY, ONB, SSB, TITN, TKR, TPG, WBS | Banking, energy, industrials, materials, small caps, value | The portfolio seeks to invest in small-cap companies where the valuation does not reflect the quality and normal earnings power of the company. Many holdings are trading meaningfully below historical multiples despite strong fundamentals. | View | |
| 2024 Q2 | Jul 25, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BLBD, BLN, CGNX, COHR, ENVX, ETD, HEES, INTT, ITI, KRNT, LMB, LWLG, NVEE, PRIM, RELL, SWIM, TGLS, THRY, WEAV | AI, Long/Short, small caps, technology, turnaround, value | The manager believes the current AI hype cycle is coming to an end as investors notice actual revenue from AI is minimal relative to enormous capital equipment investment. OpenAI forecasts only $3.4 billion in 2024 revenue while over $100 billion has been spent on data center capex in the past 12 months. The AI industry needs time to digest this massive investment. | KRNT |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | Fund Letters | abrdn U.S. Small Cap Equity Fund | Blue Bird Corporation | Farm & Heavy Construction Machinery | Construction Machinery & Heavy Trucks | Bull | NASDAQ | Alternative Fuel, commercial vehicles, Electric Vehicles, Electrification, Fleet Modernization, Replacement Demand, School Buses, Transportation equipment | View Pitch |
| Oct 15, 2025 | Value Investors Club | althea | Blue Bird Corporation | Industrials | Automobile Manufacturers | Bear | NASDAQ | backlog, Clean School Bus, Cyclical peak, electric buses, ESSER, EV mix, federal funding, Insider selling, Margins, subsidy cliff | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Penguin Value Investing | Blue Bird Corporation | Industrials | Farm & Heavy Construction Machinery | Neutral | NASDAQ | — | 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 | $5.8M | 0.01% | 124,397 | -255,531 | -67.26% | 0.3053% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $4.0M | 0.00% | 85,726 | +85,726 | +100.00% | 0.2104% |
| Cliff Asness | AQR Capital Management | $190.6B | $11.4M | 0.01% | 243,561 | +12,088 | +5.22% | 0.5978% |
| Israel Englander | Millennium Management LLC | $233.2B | $10.5M | 0.00% | 223,449 | +24,881 | +12.53% | 0.5484% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $12.6M | 0.02% | 268,533 | +92,001 | +52.12% | 0.6591% |
| Mario Gabelli | GAMCO Investors | $10.4B | $3.4M | 0.03% | 72,900 | -15,850 | -17.86% | 0.1789% |
| Rich Handler | Jefferies | $19.3B | $1.0M | 0.01% | 21,540 | +15,867 | +279.69% | 0.0529% |