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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 13, 2026 | Miller Value Partners Deep Value Strategies | 8.4% | - | BLMN, CNDT, CRGY, JELD, NBR | Concentration, energy, small caps, Turnarounds, value | BLMN CRGY CNDT JELD NBR |
View | |
| 2023 Q3 | Oct 31, 2023 | Starboard Value | 0.0% | 0.0% | AQN, BLMN, CRM, DRI, FTRE, GDDY, ICLR, IQV, NWSA, NYT, REA.AX, SPLK, TXRH, VRT, WIX | activism, Media, Operational, Restaurants, technology, Utilities, value | Starboard focuses on identifying undervalued companies with operational improvement opportunities. The firm targets companies trading at discounts to peers due to execution issues or temporary challenges, believing these can be addressed through better management and strategic changes. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 15, 2026 | Fund Letters | Miller Value Partners Deep Value Strategies | Bloomin Brands | Restaurants | Restaurants | Bull | NASDAQ | Casual Dining, Consumer Discretionary, Outback, Remodeling, Restaurants, Starboard Value, Steakhouse, technology, turnaround, Value | 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 |
|---|---|---|---|---|---|---|---|---|
| Jonathan Lennon | Pleasant Lake Partners | $817.6M | $3.2M | 0.40% | 524,140 | +372,740 | +246.20% | 0.5552% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $2.4M | 0.00% | 394,969 | +394,969 | +100.00% | 0.4184% |
| Jeffrey Smith | Starboard Value | $5.3B | $49.2M | 0.93% | 7,980,992 | +0 | +0.00% | 8.4543% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $73,614 | 0.00% | 11,931 | -829,202 | -98.58% | 0.0126% |
| Israel Englander | Millennium Management LLC | $233.2B | $15.5M | 0.01% | 2,513,268 | -76,830 | -2.97% | 2.6623% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $7.8M | 0.01% | 1,258,412 | -324,960 | -20.52% | 1.3330% |
| Cliff Asness | AQR Capital Management | $190.6B | $2.9M | 0.00% | 474,500 | -236,811 | -33.29% | 0.5026% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $5,386 | 0.00% | 873 | +0 | +0.00% | 0.0009% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $628,716 | 0.08% | 87,687 | -989 | -1.12% | 0.1079% |