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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Clark Street Value | - | -3.6% | ACR, ATHA, CKX, CMCT, CRGX, DNB, EHAB, ELEV, ENZ, EPIX, GRBK, HHH, HLVX, IGT, IKNA, INBX, IOR, KRON, KROS, LMNR, ME, MREO, MURA, NSTS, PARR, RPTX, SEG, SHCO, THRD | activism, catalysts, Event-Driven, liquidation, special situations | The portfolio review centers on special situations such as liquidations, strategic alternatives, spinoffs, and activist-driven outcomes. The manager focuses on downside-protected setups where cash, assets, or catalysts limit risk. Event-driven value is positioned as attractive amid broad market overvaluation. | IGT EHAB SHCO NSTS IOR CKX THRD RPTX MURA EPIX ATHA |
View |
| 2024 Q4 | Dec 31, 2024 | Clark Street Value | - | -6.4% | ACR, ALVR, ATHA, AVTE, CKX, CMCT, EHAB, ENZC, EPIX, HHH, HLVX, HMST, IKNA, INBX, LMNR, SEG MM | - | View | ||
| 2023 Q4 | Dec 29, 2023 | Clark Street Value | - | 38.5% | 35OB GR, ACR, AVRO, BANC, CCIFU, CKX, CYT, DBRG, ESPR, FHN, FIXX, GRBK, GRPH, HHH, HMST, JXN, KNTE, MANU, MBI, MRC, MREO, NXDT, PARR, PIRS, SIOX, TCI | - | View | ||
| 2023 Q3 | Apr 10, 2023 | Kingdom Capital Advisors | 2.5% | 15.9% | ABL, CKX, CSO CN, HCC, SENEA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Pearu Põld | CKX Lands, Inc. | Energy | Real Estate Management & Development | Bull | NYSE | land, Louisiana, microcap, Real Estate, Strategic | 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. | ||||||||