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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 13, 2026 | Miller Value Partners Deep Value Strategies | 8.4% | - | BLMN, CNDT, CRGY, JELD, NBR | Concentration, energy, small caps, Turnarounds, value | BLMN CRGY CNDT JELD NBR |
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| 2023 Q4 | Jan 17, 2024 | White Falcon Capital Management | 6.0% | 8.5% | AMD, AMZN, CNDT, CTS.TO, DCBO.TO, FTRE, LFCR, NU, ROVR, WBD | Brazil, Fintech, growth, Quality, small caps, technology, value | White Falcon practices value investing by buying businesses for less than they are worth when the market has low expectations. Their style has nothing to do with low current valuations - a stock at 10x P/E can be expensive while another at 30x P/E may be fantastic value. | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM ROVR |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 15, 2026 | Fund Letters | Miller Value Partners Deep Value Strategies | Conduent | Information Technology Services | IT Consulting & Other Services | Bull | NASDAQ | Business Process Services, Cost Reduction, Digital Solutions, Fortune 100, Government Services, IT services, new CEO, transformation, Value | 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. | ||||||||