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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q1 | Apr 21, 2022 | Choice Equities Capital Management | -20.9% | - | AZEK, CBT, FARM, GMS, INVE, OEC, TA, TREX, WSO | Building Products, consumer, Industrial, inflation, rates, small caps, value | OEC TA AZEK INVE |
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| 2023 Q2 | Jul 19, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BOWL, CBT, ETWO, EXP, ITI, KRT, LBRT, LMB, LUNA, NR, NVEE, POWL, SWIM, THRY, VSEC, VSH, WEAV, YOU, ZEUS | alpha, energy, inflation, Long/Short, small caps, technology, value | The fund focuses on small-cap stocks that were severely undervalued during 2022, with many quality companies trading at single-digit P/E multiples despite strong fundamentals. The managers believe these obscure, niche small-cap companies require more time for investors to digest fundamentals and price shares to reality. | APG|DR CN|KITS CN|NRP|SYZ CN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 | $2.2M | 0.01% | 32,494 | +105 | +0.32% | 0.0548% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $5.4M | 0.01% | 81,148 | +75,309 | +1289.76% | 0.1370% |
| Israel Englander | Millennium Management LLC | $233.2B | $8.0M | 0.00% | 121,301 | -22,912 | -15.89% | 0.2047% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.2M | 0.00% | 18,493 | +18,493 | +100.00% | 0.0312% |
| Cliff Asness | AQR Capital Management | $190.6B | $56.1M | 0.03% | 845,920 | -47,840 | -5.35% | 1.4277% |
| Mario Gabelli | GAMCO Investors | $10.4B | $205,402 | 0.00% | 3,099 | -238 | -7.13% | 0.0052% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $11,997 | 0.00% | 181 | +0 | +0.00% | 0.0003% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $1.4M | 0.17% | 16,756 | +174 | +1.05% | 0.0355% |
| Rich Handler | Jefferies | $19.3B | $2.4M | 0.01% | 36,570 | +26,294 | +255.88% | 0.0617% |