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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% | AAPL, CLMT, DAR, FTAI, GOOGL, MGNI, NFLX, NTDOY, NVR, VTY.L | Advertising, aerospace, gaming, Homebuilders, small caps, tariffs, Trade Policy, value | The administration announced reciprocal tariffs creating market uncertainty and forcing businesses into a holding pattern. Tariffs are viewed as regressive taxes that inject uncertainty rather than fix trade deficits. The fund positioned defensively against tariff-related disruption while maintaining conviction in long-term value creation. | MGNI VTY.L NTDOY CLMT FTAI |
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| 2025 Q1 | Apr 10, 2025 | Ennismore Global Equity Fund | 1.8% | 1.8% | ADM.L, AUTO.L, BLTG.L, BZU.MI, CLMT, FLTR.L, FORY.PA, FR, GNS.L, LTO.MI, META, MRO.L, NNI, PM, SCHA.ST, STO.DE, TKA.DE, TSLA, WISE.L, XRX | defense, Europe, Gambling, geopolitics, Long/Short, tariffs, Trade Policy, Valuations | The Trump administration implemented extensive tariffs targeting key trading partners, with rates often surpassing 50% and creating unprecedented policy uncertainty. This has triggered retaliatory measures from multiple countries and forced a sharp reassessment of relative regional equity valuations, benefiting European equities while pressuring US markets. | LTO.MI |
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| 2025 Q4 | 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 |
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| 2024 Q3 | Nov 15, 2024 | Crossroads Capital | 4.2% | 8.9% | ABR, CLMT, MGNI, NFLX, NTDOY, VTY.L, ZIP | Advertising, aerospace, catalysts, concentrated, gaming, Long/Short, value | Nintendo represents a major position with the Switch 2 launch expected early 2025, opening the ecosystem to third-party AAA games and higher-spending gamers. The company is building a Nintendo Cinematic Universe with one movie per year planned over five years. Strong earnings growth expected from new console cycle and expanded monetization. | MGNI VTY.L NTDOY |
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| 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% | BOLLORE.PA, BWLPG.OL, CADELER.OL, CLMT, DHT, ENOVIS, ESAB, EXO.PA, GNK, HAUTO.OL, HEMNET.ST, IAC, INWIT.MI, KBCPF, KKR, LIFCO-B.ST, MTG.ST, NETI, UMG.AS, VIV.PA, VPLAYB.ST | Catalyst-driven, Energy Transition, Family-controlled, global, shipping, special situations, Streaming, value | Fund has significant exposure to shipping companies including dry bulk operators like Genco Shipping & Trading and offshore wind installation vessel operators like Eneti and Cadeler. The shipping sector benefits from favorable industry fundamentals including low order books, environmental regulations leading to slower speeds and increased scrapping, and geopolitical disruptions creating longer shipping routes. | View | |
| 2023 Q4 | Apr 30, 2024 | Crossroads Capital | 4.2% | 8.9% | AAPL, AMZN, AWE.L, CLMT, GOOGL, META, MSFT, NTDOY, NVDA, NVR, THC, TSLA, VTY.L, XLK | AI, China, Energy Transition, gaming, Homebuilders, small caps, technology, value | Manager discusses AI as a revolutionary technology driving data center infrastructure investment and creating bottlenecks in networking. Highlights Alphawave Semi's exposure to AI-driven demand with 60% of pipeline tied to AI applications. | View | |
| 2023 Q4 | Feb 2, 2024 | LVS Advisory – Event Driven | 0.0% | 7.5% | CLMT, NFLX | capital preservation, catalysts, Event-Driven, growth, Merger Arbitrage | Manager incorporated SPAC arbitrage in 2019, with SPACs accounting for two-thirds of portfolio at one point in 2020 when buying below liquidation value offered compelling risk-adjusted returns. Successfully capitalized by selling at attractive prices in early 2021 as SPACs became hot, then exited the asset class entirely. | AAPL|MSFT|NFLX|NVDA|UNH CLMT |
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| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | LVS Advisory - Event Driven | Calumet | Energy | Oil, Gas & Consumable Fuels | Bull | NASDAQ | C-Corp, Catalyst, DOE Financing, Event-driven, MLP Conversion, Moderate Risk High Reward, refining, renewable energy, SAF, specialty chemicals, Sustainable aviation fuel, value unlock | View Pitch |
| Apr 28, 2026 | Fund Letters | RiverPark Large Growth | Lockheed Martin Corporation | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, backlog, Defense, dividend, F-35, government contracts, Military, Share Buybacks | View Pitch |
| Apr 13, 2026 | Fund Letters | Crossroads Capital | Calumet Specialty Products | Energy | Oil, Gas & Consumable Fuels | Bear | NASDAQ | Biofuels, EPA, management issues, Renewable diesel, SAF, specialty chemicals, strategic sale, turnaround | View Pitch |
| 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. | ||||||||