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 | Aug 27, 2025 | First Eagle Global Fund | 7.2% | - | 7309.T, BABA, CHRW, CMCSA, CRM, ELV, GOOGL, ORCL, PM | AI, Geopolitical, global, gold, monetary policy, technology, Valuations | AI spending continues to drive market performance with companies like Alphabet providing full stack AI solutions spanning research, infrastructure and end products. Oracle secured a substantial five-year cloud computing contract with OpenAI. Alibaba's cloud business has accelerated to capitalize on the AI boom in China with leading open-source models and a partnership with Nvidia. | CRM CMCSA PM ELV 7309.T CHRW BABA GOOGL ORCL BABA WTW SLB BDX TSM META ORCL |
View |
| 2024 Q2 | Jul 12, 2024 | Parnassus Fixed Income Fund | 4.8% | 4.5% | ARE, AXP, CHRW, COF, D, DIS, GPN, MKC, MS, ORCL, SQ, XYL | Corporate Bonds, credit, duration, Esg, fixed income, rates | The fund added a new green bond issued by Dominion Energy during the quarter. Green bonds provide funding to help companies transition away from fossil fuels and into renewable energy sources, which the managers are excited to support as an attractive addition to the portfolio. | View | |
| 2024 Q1 | Apr 27, 2024 | Parnassus Fixed Income Fund | 4.8% | 4.5% | ARE, ARES, BAC, CHRW, CP, GPN, MKC, MS, ORCL, SQ, SYY, TFC, YUM | Corporate Bonds, duration, Esg, fixed income, rates | The fund maintains a 60% overweight allocation to corporate bonds versus the 25% benchmark weight, believing they provide the best long-term returns due to higher initial yields. Corporate bonds aided performance as tight spreads and strong economic growth supported healthy profitability and cash flows. | View | |
| 2026 Q1 | Apr 1, 2026 | Penn Davis McFarland | 10.0% | 10.0% | CHRW, CRM | AI, defense, energy, geopolitics, inflation, Natural Gas, oil, Supply Chain | CRM |
View | |
| 2025 Q3 | Oct 22, 2025 | First Eagle Global Fund | 8.9% | 24.9% | 7309.T, BABA, CHRW, CMCSA, CRM, ELV, GOOGL, ORCL, PM | AI, Geopolitical, global, gold, risk management, technology, value | AI spending continues to drive market performance with companies like Alphabet providing full-stack AI solutions and Oracle securing substantial cloud computing contracts with OpenAI. Alibaba's cloud business has accelerated to capitalize on the AI boom in China through partnerships with Nvidia and leading open-source models. | CRM CMCSA PM ELV 7309 JP CHRW BABA GOOG ORCL CRM CMCSA PM ELV 7309 JP CHRW BABA GOOG ORCL |
View |
| 2025 Q4 | Jan 26, 2026 | First Eagle Global Fund | 5.4% | 31.6% | 005930.KS, BA.L, BABA, CHRW, GOOG, GOOGL, META, ORCL, PRX.AS | AI, defense, Geopolitical, global, gold, Resilience, technology | Gold surged 65% during 2025, its largest annual gain since 1979, reflecting acknowledgment of the double-bind facing US policymakers. The price rally has aligned gold with its 50-year geometric average relative to US public debt and brought it closer to its geometric average versus the S&P 500. The fund continues to highly value gold's strategic hedge potential given current fiscal and geopolitical dynamics. Massive spending on AI infrastructure buildout has been a chief tailwind supporting economic and equity market growth. Spending on semiconductor fabrication and data centers has accounted for 0.4% of GDP growth annually since 2022. However, hyperscaler capex as a percentage of cash flow has grown from 20% in 2015 to 70% today, making the current rate of growth unsustainable absent other financing sources. Geopolitical tensions ratcheted up with US military action in Venezuela to remove President Maduro, reflecting broader disequilibrium in the global order. The emergence of the Eurasian heartland with authoritarian powers growing increasingly aligned has increased the possibility of destabilizing left-tail events across the Americas, Europe, and Asia. The fund focuses on building portfolio resilience through equities offering ballast through their lower risk character. This is achieved by evaluating stocks from the bottom up for attributes contributing to low correlations with the broader market, including strong balance sheets, high margins, diverse product lineups, long-lived assets, and contractually obligated revenues. | BA LN BABA META ORCL CHRW 005930 KS GOOG |
View |
| 2024 Q3 | Sep 30, 2024 | Mairs & Power – Balanced Fund | 0.0% | 11.0% | ABT, AMP, CASY, CHRW, ECL, FI, HRL, HSY, JPM, LFUS, LLY, LOW, MSI, NEOG, NVDA, PG, ROK, TECH, TTC, UPS | Balanced, Bonds, consumer, healthcare, industrials, rates, technology | The Federal Reserve cut its key lending rate by half a percentage point in September, with potential for additional cuts in November and December. Lower rates are expected to benefit smaller companies by reducing borrowing costs and improving earnings growth prospects. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | First Eagle Global Fund | C.H. Robinson Worldwide, Inc. | Industrials | Air Freight & Logistics | Bull | NASDAQ | AI automation, Freight Brokerage, Logistics, North America, regulatory barriers, Transportation | View Pitch |
| Jan 28, 2026 | Fund Letters | Julien Albertini | C.H. Robinson Worldwide, Inc. | Industrials | Air Freight & Logistics | Bull | NASDAQ | Automation, Cyclicality, Logistics, Margins, Regulation | View Pitch |
| Nov 29, 2025 | Fund Letters | Julien Albertini | C.H. Robinson Worldwide | Industrials | Air Freight & Logistics | Bull | NASDAQ | Automation, buybacks, Capacity, Cycle, Logistics, Margins, Pricing | View Pitch |
| Nov 28, 2025 | Fund Letters | Julien Albertini | C.H. Robinson Worldwide | Industrials | Air Freight & Logistics | Bull | NASDAQ | Automation, buybacks, Capacity, Cycle, Logistics, Margins, Pricing | View Pitch |
| Nov 10, 2025 | Seeking Alpha | Seeking Alpha | C.H. Robinson Worldwide, Inc. | Integrated Freight & Logistics | Bull | AI, Automation, C.H. Robinson, Cost Reduction, freight broker, growth, Logistics, Margins, Pricing, US Department of Transportation | View Pitch | ||
| Nov 10, 2025 | Seeking Alpha | Seeking Alpha | C.H. Robinson Worldwide, Inc. | Integrated Freight & Logistics | Bull | AI processes, C.H. Robinson, Cost Reduction, freight broker, Logistics, margin expansion, market leverage, operational efficiency, pricing improvements, regulatory changes | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||