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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Aug 4, 2023 | Eagle Capital Management, LLC | - | - | AMZN, AON, COF, COP, GOOG, META, MSFT, NFLX, UNH | - | View | ||
| 2025 Q2 | Aug 25, 2025 | Davis Global Fund | - | 14.1% | 005930 KS, 3690 HK, 8001 JP, APP, COF, DSN GR, META, NTES, SOLV, TCOM, VTRS | durability, earnings growth, Global Equities, selectivity, Valuation discipline | The letter emphasizes selective global investing amid high aggregate valuations. Management focuses on competitively advantaged companies with strong management and attractive earnings growth trading below market multiples. The outlook favors staying invested while avoiding overvalued segments of the market. | 8001 JP NTES SOLV |
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| 2025 Q2 | Aug 21, 2025 | Aristotle/Saul Global Equity Fund | 9.1% | 10.4% | ALC SW, AMGN, CCO CN, COF, MCHP, PYPL, UBER | Global Equities, healthcare, technology, Trade Policy | UBER COF PYPL ALC SW AMGN MCHP CCO CN |
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| 2025 Q2 | Jul 22, 2025 | Harris Associates Concentrated Strategy | 3.9% | 3.7% | COF, COP, CRL, CRM, GOOG, ICLR, IQV, SCHW, WTW | downside protection, fundamentals, Mean reversion, valuation dispersion, Value Investing | The letter centers on intrinsic value investing amid extreme valuation dispersion between popular growth stocks and unloved franchises. Management argues that patience and concentration in discounted, high-quality businesses will be rewarded as fundamentals reassert themselves. The strategy emphasizes downside protection and long-term mean reversion rather than short-term momentum. | IQV COP GOOG COF SCHW |
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| 2025 Q1 | Apr 24, 2025 | Diamond Hill Large Cap Strategy | 1.4% | 1.4% | ABT, AIG, BRK/A, COF, COOP, GIS, HD, RRX, TGT | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Ariel Global Fund | 6.9% | 0.0% | 7270 JP, 7832 JP, APTV, BIDU, COF, CVS, DTG, DVA, ELE SW, INTC, JD, STLA, TDC | - | View | ||
| 2025 Q1 | Apr 11, 2025 | Middle Coast Investing | - | - | ACLS, ATRO, COF, ECG, GOOG, OMAB, PGR, PTLO, SON, TRIP, TSM, VMEO | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Eagle Capital Management, LLC | 0.7% | 0.7% | AER, COF, COP | - | View | ||
| 2025 Q4 | Feb 3, 2026 | The Sound Shore Fund | 7.8% | 18.2% | C, COF, FLEX, GM, HII, LUV, MSFT, PVH, PYPL, REGN, TEVA, TMO, TXN, WBD | defense, earnings, healthcare, Manufacturing, Transformation, undervalued, value | Sound Shore specializes in identifying undervalued companies undergoing transformations, focusing on stocks trading at attractive valuations relative to earnings power. The portfolio trades at 13.5 times forward earnings versus S&P 500 at 22 times, providing meaningful discount despite strong balance sheets and free cash flow. Healthcare was the best performing sector in Q4 after lagging earlier in 2025. Portfolio holdings Regeneron and TEVA provided positive pipeline updates and were among largest contributors as regulatory clarity emerged around previously uncertain policies. Huntington Ingalls Industries, the largest US Naval shipbuilder, was a standout 2025 performer after working through post-COVID supply chain issues. The company benefits from US Navy's commitment to rapidly expand the fleet and prospects for further margin gains. FLEX evolved from low-value electronics assembly to high-value specialized manufacturing for medical, industrial, and automotive industries. Under CEO Revathi Advaithi, the company achieved operational discipline and double-digit earnings growth with expanding margins, benefiting from accelerating data center end-markets. | View | |
| 2025 Q4 | Feb 18, 2026 | Baron FinTech Fund | -2.2% | 0.9% | APO, COF, CWAN, FI, FICO, GWRE, HLI, HOOD, IBKR, INTU, JKHY, KKR, LPLA, MA, MELI, MS, NU, SCHW, SHOP, SPGI, V | AI, Banking, Capital markets, crypto, financials, Fintech, growth, technology | Capital markets are wide open with elevated levels of debt issuance, equity offerings, and M&A volumes. Falling interest rates, rising equity prices, and improving corporate confidence are driving an optimistic outlook for deals, which should benefit advisory firms, rating agencies, and alternative asset managers. The fund continues its growth approach to investing in financial and financial-related companies, including payment businesses, financial exchanges, and data providers that enable financial transactions. The common denominator across all holdings is the use of technology and data to better serve customers and grow at above-average rates. The broader software industry came under pressure due to fears of AI disintermediation. However, vertical market software vendors serving highly regulated industries are most insulated from AI risk given their deep workflow integrations and high switching costs. Morgan Stanley expects continued margin expansion from operating leverage and efficiencies from the broader usage of AI. Bitcoin fell 23.5% in the quarter, significantly underperforming nearly every major asset class. Robinhood experienced softening in customer engagement, especially in cryptocurrency trading alongside a pullback in crypto prices. The Senate is drafting legislation to create a regulatory framework for cryptocurrency that could potentially boost digital asset adoption. Falling interest rates and federal support for housing should drive a continued rebound in mortgage origination volumes, which should benefit mortgage originators and credit bureaus. FICO launched its new Direct Licensing Program for mortgage lending, which provides greater flexibility to monetize its intellectual property. | NEPT MS GWRE MELI HOOD FICO JKHY SPGI |
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| 2025 Q3 | Dec 9, 2025 | RGA Investment Advisors | - | - | COF, GOOG | AI, Concentration, dispersion, megacaps, Speculation | The letter highlights extreme market concentration driven by a handful of mega-cap stocks, distorting index performance and traditional valuation metrics. AI dominance and retail speculation have amplified dispersion, making equal-weighted indices a better proxy for median stock performance. Concentration creates opportunity for active managers as valuation gaps widen in underowned sectors like healthcare and select large-cap platforms. | View | |
| 2024 Q4 | Dec 31, 2024 | Oakmark Global Select Fund | -5.0% | 4.7% | BAYN GR, COF, DEO, ELV, SCHW | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Oakmark Global Fund | -5.8% | 2.5% | BAYN GR, BDX, COF, DSV CN, ELV, MTN | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Ariel Global Fund | -3.7% | 7.1% | 00660 KS, 6460 JP, ABBV, BCS, BEZ LN, BMPS, CDGE, CNP, COF, CVS, EMAAR, JD, ORA FP, RED SM | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Davis Global Fund | - | 22.7% | 005930 KS, 2318 HK, 3690 HK, AMAT, AMZN, BRK/A, COF, CVS, ENT LN, GOOG, HUM, META, MGM, TCEHY, TCOM | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Davis Global Fund | 0.0% | 0.0% | 081660 KS, 3680 HK, 9618 HK, AMAT, AMZN, BEKE, COF, DSN0 GR, META, MGM | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Oakmark Global Select Fund | 8.8% | 0.0% | AMZN, COF, HCA | - | View | ||
| 2025 Q3 | Nov 13, 2025 | Baron FinTech Fund | -4.4% | 3.0% | COF, FDS, FICO, HOOD, IBKR, LPLA, MORN, SHOP, TW, VRSK | AI, analytics, Data, Fintech, software | AI optimism fueled equity strength, shaping valuations, sector rotations, and risk appetite across fintech and software. Managers highlighted both perceived AI threats to incumbents and the long-run efficiency and product expansion opportunities AI enables. AI remains a dominant catalyst influencing earnings expectations, sentiment, and capital deployment. | COF FICO SHOP CN IBKR HOOD |
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| 2025 Q4 | Jan 9, 2026 | Middle Coast Investing | 2.7% | 16.9% | AAPL, ABM, AER, AMZN, APOG, ATKR, ATRO, AVGO, BHF, CCK, COF, CPAY, ECG, FG, GOGO, GOOG, HI, HNI, HURC, LULU, LYFT, MLKN, OMAB, PAGS, PGR, PTLO, SCHW, TRIP, WS | Bottom-up, Cash, Defensive, Office Furniture, risk management, value | Manager emphasizes bottom-up investing approach, looking for companies that will do better in years ahead when stocks are priced attractively. Seeks good companies at fair prices to protect against market struggles while avoiding missing big years. Primary goal is to avoid blowing up and survive through bad times. Uses rules like not buying whole positions at once, demanding 50% upside, watching leverage, and knowing when to double down. Maintains defensive portfolio positioning. Decade-long investment theme in office furniture companies including Kimball International, Steelcase, and HNI Corporation. Believes return to office theme hasn't played out but might be soon, with order growth showing improvement across major players. | View | |
| 2025 Q4 | Jan 30, 2026 | Sequoia Fund | 0.4% | 22.1% | ACN, AHT.L, ALGN, COF, CSU.TO, ELV, ERF.PA, GOOGL, ICE, JEC, META, MSA, RR.L, SCHW, TSM, UMG.AS, UNH | AI, Concentration, defense, healthcare, long-term, Quality, technology, value | Alphabet released Gemini 3 model that soared to top of AI leaderboards, demonstrating the company's full-stack AI capabilities. Google is successfully integrating AI into Search with AI Overviews and AI Mode, showing increased user satisfaction. Accenture faces questions about whether generative AI might upend the IT services industry, though the company's moats remain intact. UnitedHealth and Elevance faced multi-year fundamental pain from rising healthcare utilization and volatile medical costs. The managed care industry is under-earning across most business lines due to repricing challenges and regulatory constraints. Policy risk has increased with renewed scrutiny of industry business practices including prior authorizations and pharmacy benefit management. Rolls-Royce's Defense segment is benefiting from the new threat environment in Europe and resulting surge in defense spending. The company is the sole producer of nuclear power plants for new Dreadnought-class submarines and is developing systems for the Global Combat Air Programme next-generation stealth fighter. Universal Music Group's paid streaming revenue grew at high-single-digit rates driven entirely by subscriber growth. The company signed new agreements with streaming platforms that include wholesale price step-ups, providing incentive for retail price increases. UMG continues acquiring catalogs in developing markets to secure future growth drivers. MSA Safety benefits from growing focus on safety as regulation and employer behavior trend toward higher standards. The company is transitioning to technology-enabled safety equipment with connected portable gas detectors moving to subscription models. MSA is developing connected SCBA solutions for firefighters that should drive significant revenue growth over 5-10 years. | ELV UNH GOOG RR LN ALGN ACN MSA |
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| 2025 Q4 | Jan 30, 2026 | Artisan Focus Fund | -0.5% | 19.9% | AAPL, ADI, AXON, CAT, COF, ENR.DE, GE, GS, HWM, ISRG, JPM, LLY, NDAQ, NVDA, ROK, RR.L, SHOP.TO, TSM, WELL, WFC | aerospace, AI, energy, financials, growth, industrials, semiconductors, technology | AI impacts on productivity should create abundant inflection points across nearly all S&P sectors in profitability and ROIC. When amortizing AI capex over the system that will use it, the returns appear massive and under-reported. S&P margins look structurally too low in most forecasts as labor efficiency gains may likely create an upward drift in margin ceilings. Aerospace is cyclically inflecting ahead of a long duration upcycle supported by secular growth of the global middle class. The Aerospace Normalization theme was the largest positive contributor in 2025 with General Electric, Rolls-Royce and Howmet all making meaningful contributions driven by fundamental strength. Power demand creates new secular growth opportunities, with data centers reaching deep into industrial portfolios. Caterpillar's co-located power capability at data centers represents significant revenue upside potential to the Energy & Transportation segment. Analog Devices represents the premium analog compounder as the cycle turns, with best-in-class economics including 70%+ gross margins and 45-50% EBIT targets. The team believes 2Q25 marked the restart of the semiconductor cycle with pricing and margin inflection underway. De-globalization theme involves redirection of capital on post pandemic priorities for security of energy and reliability of supply chains. Companies like Siemens Energy, GE Vernova, Constellation Energy and Vistra are positioned to benefit from this structural shift. Industrial automation represents a key secular trend with companies like Rockwell Automation positioned to benefit from digitization and AI-enabled transformation of enterprise operations. This includes factory automation and process optimization across manufacturing. | GE |
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| 2025 Q4 | Jan 30, 2026 | Aristotle Value Equity Fund | 1.0% | 9.7% | AMGN, CBSH, COF, LEN, MRK, MSFT, PH, SONY, STZ, TDY, UBER, USB, WFC | AI, earnings, large cap, rates, Trade Policy, US, value | Artificial intelligence continued to be a major theme with more than 300 S&P 500 companies mentioning AI on earnings calls. This enthusiasm helped propel mega-cap tech stocks higher and drive market gains. However, scrutiny increased around AI-related revenue circularity, massive capital spending scale, and durability of longer-term returns on investment. Trade relations between the U.S. and China remained a key market focus. Tensions flared with tariff escalations and export controls, with China expanding export controls on rare earth minerals and the U.S. threatening 100% tariffs in retaliation. President Trump and President Xi ultimately reached a one-year trade truce at the APEC summit. The Federal Reserve implemented two 0.25% interest rate cuts during the quarter, lowering the federal funds target range to 3.50%-3.75%. Fed Chair Powell emphasized a data-dependent approach, acknowledging risks to both sides of the Fed's dual mandate and maintaining a cautious stance going into 2026. Value stocks handily outperformed growth stocks with the Russell 1000 Value Index outperforming its Growth counterpart by 2.69% in the quarter. However, for the full year, the Russell 1000 Growth Index outperformed the Russell 1000 Value Index by 2.65%, reflecting continued growth leadership despite quarterly value outperformance. | CBSH COF PH UBER SONY |
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| 2025 Q4 | Jan 27, 2026 | Diamond Hill Large Cap Strategy | 1.4% | 5.7% | AIG, AON, BRK-B, CAT, CB, CL, COF, COO, DOV, EQT, GM, GOOGL, HCA, HIG, LH, MU, NDAQ, SOLV, SYY, WIX, ZTS | AI, Defensive, financials, healthcare, large cap, Quality, technology, value | The fund remains cautious of AI-driven market exuberance where investor sentiment often appears to outpace business fundamentals. AI optimism drove strong performance in information technology and communication services sectors, with hundreds of billions in AI-related capital spending supporting stocks like Micron and Sandisk. The fund continues to find attractive opportunities among high-quality, cash-generative businesses with defensive characteristics including Colgate, Aon and Berkshire Hathaway. These fundamentally stable businesses underperformed in 2025 but continue to perform in-line with expectations. The portfolio focuses on fundamentally stable, higher quality businesses trading at discounts to intrinsic value estimates. New positions like Dover Corp were initiated when stocks traded at significant discounts to estimated intrinsic value. | EQT SOLV WIX DOV COO SYY LH ZTS COF AIG GM |
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| 2025 Q4 | Jan 27, 2026 | Antero Peak Group | -0.5% | 19.9% | AAPL, ADI, AXON, CAT, COF, GE, GS, HWM, ISRG, JPM, LLY, NDAQ, NVDA, ROK, RYCEY, SHOP, SMNEY, TSM, WELL, WFC | aerospace, AI, Capital markets, Data centers, energy, productivity, ROIC, semiconductors | AI impacts on productivity should create abundant inflection points across nearly all S&P sectors in profitability and ROIC. When amortizing AI capex over the system that will use it, the returns appear massive and under-reported. S&P margins look structurally too low in most forecasts as labor efficiency gains may likely create an upward drift in margin ceilings. Aerospace is cyclically inflecting ahead of a long duration upcycle supported by secular growth of the global middle class. The Aerospace Normalization theme was the largest positive contributor in 2025, with General Electric, Rolls-Royce and Howmet all making meaningful contributions driven by fundamental strength. Power demand creates new secular growth opportunities, with Caterpillar positioned for multi-year upcycle as power demand creates new secular growth at a cyclical trough. Data center reaches deep into Caterpillar's portfolio with co-located power capability. Analog Devices represents the premium analog compounder as the cycle turns, with best economics in analog including 70%+ gross margins and 45-50% EBIT target. The team believes 2Q25 marked the restart with pricing and margin inflection underway. Data monetization theme involves machine learning, AI, and cloud causing the economic value of data to structurally accelerate through new products and applications. Companies include financial services firms like Capital One, JPMorgan Chase, Goldman Sachs, Wells Fargo, and Nasdaq. De-globalization theme involves redirection of capital on post pandemic priorities for security of energy and reliability of supply chains. Companies include Constellation Energy, GE Vernova, Siemens Energy, and Vistra Corp. | ADI CAT |
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| 2025 Q4 | Jan 26, 2026 | Davis Opportunity Fund | 0.0% | 22.0% | AMAT, AMZN, COF, CTRA, CVS, DGX, GOOGL, META, MKL, SOLV, TECK, UNH, USB, VTRS, WCC | active management, energy, financials, healthcare, Outperformance, selectivity, technology, valuation | Davis advocates for active management over passive indexing given stretched valuations in major indexes. They believe active managers can be selective at the security level and maintain rational diversification, contrasting with passive indexes where weightings are determined by share price momentum. The fund was opportunistic in healthcare throughout 2025, investing decisively in managed care insurers when operating costs surged unexpectedly. They believe these businesses traded at low multiples on depressed earnings with good recovery potential, as small margin improvements can translate into large percentage increases in earnings power. Holdings span social media, online search, cloud computing and e-commerce including select Magnificent 7 positions. They also own semiconductor companies at reasonable valuations, including picks and shovels businesses like Applied Materials with strong competitive positions and long track records of value creation. The portfolio looks different from major passive indexes in financials. Capital One Financial is a core holding with strong consumer finance, deposit-rich banking, and payment processing capabilities. It trades at only 13-14 times forward earnings despite attractive economics and is the fifth-largest holder of AI-related patents among major US companies. The fund owns stakes in energy and commodities companies that they have been quietly building. Coterra represents their energy business holdings, while Teck Resources reflects interest in select commodities like copper that serve as critical inputs to the electrification trend. | WCC COF UNH |
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| 2025 Q4 | Jan 26, 2026 | Davis Financial Fund | 0.0% | 29.3% | AXP, BAER.SW, BK, BRK-A, CB, COF, D05.SI, DIS, FI, FITB, JPM, MKL, PNC, RE, RKT, RNR, USB, WFC | Banking, capital, financials, insurance, regulation, returns, value | Banks continue to represent the majority of holdings with strong tailwinds across credit, spreads, expenses, and regulation. Interest spreads have begun widening as fixed rate assets roll over at higher yields, revealing attractive economics of low-cost deposit franchises. Many banks are generating returns on tangible equity in the mid-to-high teens with management targets suggesting sustainability in the medium term. Capital markets firms were among the drivers of S&P Financials Index performance and contributed to fund outperformance. The regulatory environment has been moving in a favorable direction with capital rules being finalized that are far less onerous than under the prior administration. Regulators are more willing to consider M&A transactions with relief on certain supervisory limitations. Property & casualty reinsurers were added to the portfolio as capital was redeployed from trimmed bank positions. Pricing trends in insurance markets have been strong in recent years. Chubb has consistently generated returns on equity comfortably ahead of the industry owing to advantaged lines of business with disciplined underwriting and operating culture. Payments and consumer lending companies were the biggest contributors to relative performance including Capital One, American Express and Rocket Companies. Capital One's transformational acquisition of Discover Financial closed with anticipated annual cost synergies of $1.5 billion and network synergies of $1.2 billion from transitioning card volumes into Discover's networks. Financial stock valuations have begun to reset higher with price-to-tangible book value multiples expanding by over 70% on average in the past three years. The portfolio in aggregate is valued at approximately 13x this year's earnings, representing a significant discount to both the broader S&P 500 Index and S&P Financials Index. | CB WFC COF |
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| 2025 Q4 | Jan 20, 2026 | Polaris Global Equity | 7.0% | 26.8% | 000270.KS, 000660.KS, 005930.KS, 1299.HK, 2318.HK, 5871.TW, 6758.T, 8001.T, 8002.T, 8591.T, 8729.T, ALSN, ARW, BABA, BARRY.SW, CAP.PA, CG, COF, DHL.DE, IAG.L, INGR, JAZZ, LIN, LNTH, LTM, LUN.TO, MG.TO, MKSI, ML.PA, MPC, NVS, NXT.L, SBH, SMWRQ, TSN, UTHR, VIPS, YAR.OL | AI, diversification, global, international, Outperformance, semiconductors, technology, value | AI demand drove performance across semiconductor and technology sectors, with memory chip suppliers benefiting from supply-demand constraints and expected price increases in 2026. Companies like SK Hynix, Samsung Electronics, and MKS Inc. delivered strong results driven by accelerating AI demand across semiconductor and advanced electronics end markets. Memory manufacturers in Korea were top contributors as supply-demand constraints benefit memory chip suppliers. The market expects memory price increases in 2026, further supporting performance of Samsung and SK Hynix. AI-driven demand across semiconductor end markets accelerated growth. The investment approach remains disciplined and focused on strong cash flows from quality companies selling essential products and services with good management teams creating shareholder value. The manager seeks situations where attractive valuations meet genuine business momentum, avoiding trends and distant promises. International equities outperformed after a decade of American dominance, driven by weaker U.S. dollar, more attractive valuations abroad, and slowing momentum in U.S. tech. This country and sector rotation validated the need for diversification instead of home bias, with attractive opportunities in targeted developed and emerging markets. Yara International benefited from partnerships for low-carbon ammonia projects in the U.S. and Middle East, positioning the company toward becoming an energy-transition and low-carbon fertilizer company while securing long-dated contracts. HD Hyundai Electric capitalized on increased demand to expand power infrastructure. | 267260 KS UTHR JAZZ CAP FP MKSI 000660 KS |
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| 2025 Q4 | Jan 11, 2026 | Thornburg Global Opportunities Fund | 6.5% | 41.1% | 0027.HK, 005930.KS, 0700.HK, 300750.SZ, BABA, BIRG.L, BNP.PA, C, CACI, COF, FCX, GOOGL, LLY, META, NN.AS, ORA.PA, RELIANCE.NS, SAP.DE, SCHW, SHEL, T, TSCO.L, TSM, TTE | Digital Economy, financials, global, growth, semiconductors, technology, Trade Policy, value | The fund holds significant positions in semiconductor companies including Samsung Electronics, Taiwan Semiconductor Manufacturing, and Contemporary Amperex Technology. These technology firms were leading contributors to portfolio performance during Q4 2025, with the manager highlighting their role in the digital economy transformation. Financial intermediaries represent 20.5% of the portfolio, with the manager believing they should benefit from interest rates determined primarily by free market forces. Key holdings include Citigroup, Bank of Ireland, BNP Paribas, NN Group, Capital One, and Charles Schwab, which were significant contributors to Q4 performance. The portfolio includes major e-commerce platforms Alibaba Group, Tencent Holdings, and Meta Platforms, though these were among the most significant detractors from Q4 performance. The manager maintains exposure to firms tied to the digital economy despite recent underperformance. Energy investments comprise 6.9% of the portfolio, including positions in Shell PLC and Total Energies SE. The manager notes periodic fluctuation of investor confidence in industrial commodity sector businesses, with Total Energies contributing positively to Q4 performance. The manager explicitly discusses evolving U.S. trade policies and their impact on global trade flows, noting that winners and losers among multi-national producers of tradeable goods will become obvious in time. The current outlook for many global businesses remains uncertain due to new trade policies. | View | |
| 2024 Q3 | Sep 30, 2024 | Bronte Capital Amalthea Fund | -3.7% | 0.0% | AXP, COF, REGN, SMMT, V | - | View | ||
| 2023 Q4 | Aug 1, 2024 | Oakmark Global Fund | 7.5% | 0.0% | A, BAYN GR, COF, KR, ORCL, ROG SW | - | View | ||
| 2023 Q2 | Jun 30, 2023 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, COF, MSFT | - | View | ||
| 2024 Q1 | May 4, 2024 | Harris Associates Concentrated Strategy | 6.7% | 6.7% | CHTR, COF, DE, DIS, KKR, LAD, PSX | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Oakmark Global Fund | 7.5% | 0.0% | AIG, CAP FP, COF, COP, ICE, NVST | - | View | ||
| 2023 Q4 | Feb 27, 2024 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | COF, KRE, MSFT, QQQ, SHOP, UBER | - | View | ||
| 2024 Q4 | Jan 30, 2025 | Aristotle Value Equity Fund | -4.4% | 7.2% | AMP, COF, LEN, MCHP | - | View | ||
| 2023 Q4 | Jan 26, 2024 | The Sound Shore Fund | 6.7% | 21.1% | COF, PVH, VST | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Fund Letters | Howard Gleicher | Capital One Financial Corporation | Financials | Consumer Finance | Bull | New York Stock Exchange | buybacks, creditcards, Margins, Payments, scale | View Pitch |
| Jan 30, 2026 | Fund Letters | Robert Feitler | Capital One Financial Corporation | Financials | Consumer Finance | Bull | New York Stock Exchange | buybacks, capital return, Consumer credit, credit quality, earnings | View Pitch |
| Jan 30, 2026 | Fund Letters | Chris Davis | Capital One Financial Corp | Financials | Consumer Finance | Bull | New York Stock Exchange | credit cards, Payments, ROE, synergies, valuation | View Pitch |
| Jan 29, 2026 | Fund Letters | Chuck Bath | Capital One Financial Corporation | Financials | Consumer Finance | Bull | New York Stock Exchange | buybacks, Consumerfinance, creditcards, earnings, Economy | View Pitch |
| Jan 28, 2026 | Fund Letters | Chris Davis | Capital One Financial Corp. | Financials | Consumer Finance | Bull | New York Stock Exchange | AI, consumer finance, Deposits, earnings yield, rerating | View Pitch |
| Jan 8, 2026 | Fund Letters | Tony Coniaris | Capital One Financial Corp. | Financials | Consumer Finance | Bull | New York Stock Exchange | Capital, Consumerfinance, creditcards, Regulation, synergies | View Pitch |
| Dec 3, 2025 | Fund Letters | Howard Gleicher | Capital One Financial Corp. | Financials | Consumer Finance | Bull | NYSE | banking, Cards, cloud, consumer finance, Credit, Payments | View Pitch |
| Nov 29, 2025 | Fund Letters | Josh Saltman | Capital One Financial Corporation | Financials | Credit card & consumer lending | Bull | NYSE | buybacks, Capital, consumer finance, credit cards, Cycle, Data, Lending, underwriting | View Pitch |
| Oct 6, 2025 | Substack | Sleepy Sol | Capital One Financial Corporation | Financial Services | Credit Services | Bull | banking, Capital One, consumer lending, credit card, discover, financial services, Market expansion, merger, operational efficiency, synergies | View Pitch | |
| Aug 7, 2025 | Seeking Alpha | Harris Oakmark | Capital One Financial | Financials | Credit Services | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Substack | Pacific Northwest Edge | Capital One Financial Corporation | Financials | Credit Services | Bull | 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 |
|---|---|---|---|---|---|---|---|---|
| Daniel Sundheim | D1 Capital Partners | $10.7B | $200.7M | 1.88% | 828,210 | -153,100 | -15.60% | 0.1502% |
| David Hoeft | Dodge & Cox | $185.3B | $2.2B | 1.20% | 9,163,067 | -2,944,850 | -24.32% | 1.6615% |
| Andreas Halvorsen | Viking Global Investors | $37.7B | $715.5M | 1.90% | 2,952,317 | -4,436,189 | -60.04% | 0.5353% |
| Anthony Bozza | Lakewood Capital Management | $1.5B | $4.4M | 0.29% | 18,000 | -20,000 | -52.63% | 0.0033% |
| Daniel Loeb | Third Point | $7.3B | $266.6M | 3.67% | 1,100,000 | -285,000 | -20.58% | 0.1995% |
| Glenn Greenberg | Brave Warrior Advisors | $4.3B | $244.5M | 5.73% | 1,008,862 | +44,132 | +4.57% | 0.1829% |
| Michael Price | Empyrean Capital Partners | $2.7B | $107.6M | 4.00% | 444,000 | +136,000 | +44.16% | 0.0805% |
| Jo Taylor | Ontario Teachers' Pension Plan | $4.3B | $206.9M | 4.76% | 853,538 | -31,622 | -3.57% | 0.1548% |
| Chris Davis | Davis Selected Advisers | $22.2B | $2.1B | 9.38% | 8,614,766 | -8,145,468 | -48.60% | 1.5621% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $4.9M | 0.01% | 20,200 | -117,600 | -85.34% | 0.0037% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $290.1M | 0.33% | 1,196,857 | +221,590 | +22.72% | 0.2170% |
| Zach Schreiber | PointState Capital | $6.8B | $183.7M | 2.71% | 758,066 | -298,284 | -28.24% | 0.1375% |
| Richard Pzena | Pzena Investment Management | $33.4B | $1.2B | 3.64% | 5,020,853 | -31,281 | -0.62% | 0.9104% |
| David Katz | Matrix Asset Advisors | $1.1B | $770,220 | 0.07% | 3,178 | -18 | -0.56% | 0.0006% |
| Lee Ainslie | Maverick Capital | $9.3B | $314.2M | 3.37% | 1,296,397 | +212,463 | +19.60% | 0.2351% |
| Robert Pohly | Samlyn Capital | $6.3B | $463.7M | 7.39% | 1,913,380 | +39,637 | +2.12% | 0.3469% |
| Boaz Weinstein | Saba Capital Management | $3.3B | $9.6M | 0.29% | 39,600 | +39,600 | +100.00% | 0.0072% |
| Ray Dalio | Bridgewater Associates | $27.4B | $38.2M | 0.14% | 157,774 | -45,955 | -22.56% | 0.0286% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $2.3M | 0.00% | 9,500 | -290,967 | -94.92% | 0.0017% |
| Israel Englander | Millennium Management LLC | $233.2B | $23.7M | 0.01% | 97,800 | -37,800 | -27.88% | 0.0177% |
| Aaron Weitman | CastleKnight Management LP | $4.5B | $10.0M | 0.22% | 41,452 | +6,300 | +17.92% | 0.0075% |
| Jeremy Grantham | GMO LLC | $39.1B | $52.4M | 0.13% | 216,404 | +27,452 | +14.53% | 0.0392% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $488.1M | 0.39% | 2,013,927 | -118,347 | -5.55% | 0.3652% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $3.7M | 0.01% | 15,203 | -250,712 | -94.28% | 0.0028% |
| Cliff Asness | AQR Capital Management | $190.6B | $816.0M | 0.43% | 3,366,692 | +1,324,845 | +64.88% | 0.6105% |
| Brian Ashford-Russell | Polar Capital Holdings | $25.8B | $9.9M | 0.04% | 40,961 | +756 | +1.88% | 0.0074% |
| Bruce Kovner | Caxton Associates | $3.2B | $962,571 | 0.03% | 5,398 | -2,634 | -32.79% | 0.0007% |
| Mario Gabelli | GAMCO Investors | $10.4B | $796,637 | 0.01% | 3,287 | +97 | +3.04% | 0.0006% |
| Stephen Mandel Jr. | Lone Pine Capital | $13.6B | $556.2M | 4.09% | 2,294,891 | -274,600 | -10.69% | 0.4161% |
| John Rogers | Ariel Investment | $9.3B | $39.3M | 0.42% | 162,230 | -43,732 | -21.23% | 0.0294% |
| Louis Bacon | Moore Capital Management | $6.8B | $46.6M | 0.69% | 192,163 | -48,910 | -20.29% | 0.0348% |
| Richard L. Chilton Jr. | Chilton Investment | $4.8B | $59.7M | 1.25% | 246,506 | +228,804 | +1292.53% | 0.0447% |
| Warren Buffett | Berkshire Hathaway | $274.2B | $1.7B | 0.63% | 7,150,000 | +7,150,000 | +100.00% | 1.2965% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $286.1M | 0.95% | 1,180,516 | -144,745 | -10.92% | 0.2141% |
| John Armitage | Egerton Capital | $9.2B | $501.5M | 5.45% | 2,069,130 | -8,709 | -0.42% | 0.3752% |
| $25.6B | $14.5M | 0.06% | 59,676 | -967,977 | -94.19% | 0.0108% | ||
| Francois Rochon | Giverny Capital | $3.0B | $2.0M | 0.07% | 8,274 | -16,551 | -66.67% | 0.0015% |
| Rich Handler | Jefferies | $19.3B | $8.4M | 0.04% | 34,830 | -114,423 | -76.66% | 0.0063% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $29,837 | 0.00% | 123 | +8 | +6.96% | 0.0000% |