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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 25, 2025 | Crossroads Capital | -7.6% | -7.6% | CLMT, FTAI, MGNI, NTDOY, VTY LN | - | View | ||
| 2025 Q1 | Apr 10, 2025 | Ennismore Global Equity Fund | 1.8% | 1.8% | ADM LN, CLMT, LTMC IM, NVDA, SCHA NO | - | View | ||
| Q4 2025 | Feb 26, 2026 | Crossroads Capital | 2.7% | 37.7% | ASTS, CLMT, FTAI, META, MSFT, NBIS, NTDOY, NVDA, ORCL, PLTR | aerospace, AI, gaming, growth, small cap, Space, technology, value | Nintendo continues to demonstrate exceptional performance with Switch 2 becoming the fastest-selling console in history, selling 17.4 million units in just 7 months. The company has a historically rich first-party software pipeline and is building new recurring revenue streams through Nintendo Switch Online and its expanding cinematic universe. AST SpaceMobile has transitioned from R&D startup to scaleup, successfully deploying the largest commercial communications antenna in low-Earth orbit with BlueBird 6. The company has secured over $1 billion in pre-funded revenue commitments and won a prime position on America's Golden Dome missile defense architecture. Nebius Group operates as an AI-first cloud platform with major hyperscaler contracts including $17.4 billion with Microsoft and $3 billion with Meta. The company is building substantial AI infrastructure capacity with 2.5 GW of contracted power by end-2026. FTAI Aviation is transforming into a capital-light MRO franchise for CFM56 engines through its Strategic Capital Initiative, creating 'green time' by manufacturing proprietary PMA parts. The company is also expanding into data center power generation by repurposing jet engines into aeroderivative gas turbines. | FTAI NBIS ASTS NTDOY |
View |
| 2024 Q3 | Nov 15, 2024 | Crossroads Capital | 4.2% | 8.9% | 7974 JP, 8301 JP, ABR, CLMT, MGNI, VTY LN | - | View | ||
| 2023 Q2 | Oct 8, 2023 | Crossroads Capital | 4.2% | 8.9% | CLMT, RCM | - | View | ||
| 2022 Q4 | Aug 31, 2023 | Crossroads Capital | 4.2% | 8.9% | CLMT, RCM | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Evermore Global Value Fund | 0.0% | 0.0% | BWLLY, CLMT, DHT, EXO NA, GNK, NETI, NETY | - | View | ||
| 2023 Q4 | Apr 30, 2024 | Crossroads Capital | 4.2% | 8.9% | AWE LN, CLMT, CSP LN, GFRD LN, NTDOY, VTY LN | - | View | ||
| 2023 Q4 | Feb 2, 2024 | LVS Advisory – Event Driven | 0.0% | 7.5% | CLMT | - | View | ||
| 2022 Q4 | Jan 3, 2023 | Evermore Global Value Fund | 0.0% | 0.0% | ASAO SS, CLMT, INW IM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @Zerosumgame33 | Calumet, Inc. | Oil, Gas & Consumable Fuels | Oil & Gas Refining & Marketing | Bull | NASDAQ | deleveraging, Doe, leverage, Options, refining, RenewableDiesel, SAF, synergies, TakeOrPay, warrants | View Pitch |
| Jan 23, 2026 | Twitter / X | @puppyeh1 | Calumet Specialty Products Partners, L.P. | Energy | Oil & Gas Refining & Marketing | Bear | NASDAQ | Abl, Asset Sale, Clmt, Doe, DOE loan, Etc But, Mrl, Refi | View Pitch |
| Jan 22, 2026 | Twitter / X | @Zerosumgame33 | Calumet Specialty Products Partners, L.P. | Energy | Oil & Gas Refining & Marketing | Bull | NASDAQ | Calumet, Inclusion, Offtake, Pathway, refining, renewables, SAF, Spreads | View Pitch |
| Jan 8, 2026 | Value Investors Club | todd1123 | Calumet, Inc. | Energy | Oil & Gas Refining & Marketing | Bull | New York Stock Exchange | energy, manufacturing, Operations, refining, Renewable fuels, Specialty fuels, Sustainable aviation fuel | View Pitch |
| Oct 23, 2025 | Value Investors Club | todd1123 | Calumet Inc. | Materials | Oil & Gas Refining & Marketing | Bull | NASDAQ | deleveraging, Margin recovery, Montana Renewables, Renewable diesel, rins, RVO, SAF offtake, SRE reallocation | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Jonathan Weber | Calumet, Inc. | Materials | Specialty Chemicals | Bear | NASDAQ | — | 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. | ||||||||