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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 | Heartland Value Plus Fund | 8.5% | 1.4% | BRC, MTRN, PBH, PHIN | Buybacks, dividends, earnings growth, small caps, valuation | Heartland notes that small-cap earnings have turned positive for the first time since 2021, driven by improving demand and policy easing. The fund emphasizes companies executing self-help strategiescutting costs, repurchasing shares, and raising dividendsto enhance margins and shareholder value. Strong contributors included Brady Corp, Phinia, and Materion, reflecting disciplined capital allocation amid rate cuts. | PBH MTRN PHIN BRC |
View |
| 2024 Q3 | Sep 30, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | BRC, CLB, JLL, LAZ, LESL, LIND, MHK, WEX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Bradford Evans | Brady Corporation | Industrials | Electronic Equipment, Instruments & Components | Bull | NYSE | buybacks, Consumables, data centers, dividends, Identification, margin expansion, Tuck-ins | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Matthew J. Smith | Brady Corporation | Industrials | Security & Protection Services | 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio | Bridgewater Associates | $27.4B | $235,267 | 0.00% | 3,002 | -4,595 | -60.48% | 0.0052% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.3M | 0.00% | 16,449 | -111,136 | -87.11% | 0.0287% |
| Jeremy Grantham | GMO LLC | $39.1B | $285,032 | 0.00% | 3,637 | -424 | -10.44% | 0.0063% |
| Cliff Asness | AQR Capital Management | $190.6B | $4.6M | 0.00% | 59,259 | -427 | -0.72% | 0.1033% |
| Oliver Murray | Brandes Investment | $13.1B | $4.8M | 0.04% | 61,573 | -16,818 | -21.45% | 0.1074% |
| John Rogers | Ariel Investment | $9.3B | $234,797 | 0.00% | 2,996 | -644 | -17.69% | 0.0052% |