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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Jul 1, 2024 | Cedar Grove Capital Management | 21.0% | 0.0% | AAPL, AFRM, BRCC, BYND, CPRI, IRBT, TSLA, WOOF | consumer, defense, Hedging, Long/Short, M&A Arbitrage, rates | Fund was positioned long defense contractors before October 7th Hamas attack on Israel. Geopolitical events including Iran-backed Houthis attacking shipping lanes created unexpected tailwinds for defense holdings. | View | |
| 2025 Q1 | Mar 31, 2025 | Riverwater Partners Small Cap Strategy | - | - | BOW, BRCC, IDCC, IRDM, LMNR, ONTO, PJT, PLMR, SNEX, WRBY | Consumer Staples, Defensive, financials, insurance, Quality, small caps, tariffs | The manager emphasizes specialty insurance companies, particularly in the E&S (excess and surplus) space. Both PLMR and BOW operate in this attractive market with limited competition and strong growth prospects. The manager views these companies as defensive yet offering compelling long-term growth opportunities with attractive returns on capital. | BOW WRBY LMNR PLMR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2025 | Seeking Alpha | Seeking Alpha | Black Rifle Coffee Co | Packaged Foods | Bear | adjusted EBITDA, cash reserves, coffee industry, competitive landscape, direct-to-consumer decline, enterprise value, green coffee inflation, gross margin compression, politicized branding, wholesale margins | 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 | $384,086 | 0.00% | 346,023 | -346,023 | -50.00% | 0.4816% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.5M | 0.00% | 1,338,730 | -561,709 | -29.56% | 1.8631% |
| Cliff Asness | AQR Capital Management | $190.6B | $148,044 | 0.00% | 133,372 | -101,935 | -43.32% | 0.1856% |
| Glenn Welling | Engaged Capital | $392.0M | $15.5M | 3.95% | 13,935,560 | +400,000 | +2.96% | 19.3938% |