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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 16, 2024 | The Bristol Gate U.S. Equity Strategy | -0.4% | 6.1% | AMAT, AVGO, CNR, DOL CN, IIP-U CN, ODFL, OTEX, SHW | - | View | ||
| 2025 Q2 | Jul 10, 2025 | Black Bear Value Partners | -10.5% | -11.7% | ABG, AN, BLDR, CNR, FLG, HCC | catalysts, free cash flow, mispricing, Shorts, value | The commentary emphasizes deep value investing supported by identifiable catalysts over a multi-year horizon. Many holdings are priced for pessimistic scenarios despite strong asset bases and cash generation potential. Short positions complement longs by exploiting speculative excesses. | View | |
| 2025 Q1 | Apr 8, 2025 | Black Bear Value Partners | -1.3% | -1.3% | ABG, BLDR, CNR, FLG, HCC | - | View | ||
| 2025 Q1 | Apr 16, 2025 | Greenlight Capital | 8.2% | 8.2% | BHF, CEIX, CNR, TKWY NA | - | View | ||
| 2023 Q4 | Jan 20, 2024 | Blue Tower Asset Management | 8.8% | 0.0% | CGEO LN, CNR, EWZ GR, EZPW, MASI, TCSN MM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | David Einhorn | Core Natural Resources, Inc. | Energy | Coal & Consumable Fuels | Bull | New York Stock Exchange | buybacks, coal, Freecashflow, metallurgical, spinoff | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Kingdom Capital | Core Natural Resources | Energy | Thermal Coal | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Eliana Scialabba | Core Natural Resources | Energy | Thermal Coal | Neutral | NYSE | — | 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. | ||||||||