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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q2 | Jun 30, 2022 | SouthernSun Small Cap | -7.5% | - | AGCO, COOK, CR, DAR, DORM, KOP, MGPI, MUSA, SAFM, SAM, SCL, UNVR | Balance Sheets, consumer, Industrial, inflation, Quality, small cap, value | SAM AGCO DAR DORM MGPI |
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| 2022 Q1 | Apr 30, 2022 | SouthernSun SMID Cap | -2.8% | - | AGCO, COOK, DAR, SCL, THO, TMX | Agriculture, consumer, energy, Manufacturing, small cap, value | COOK TMX SCL THO DAR AGCO |
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| 2022 Q1 | Apr 1, 2022 | SouthernSun Small Cap | -2.8% | - | AGCO, COOK, DAR, SCL, THO, TMX | Agriculture, Chemicals, energy, Manufacturing, small cap, Travel, value | COOK SCL THO DAR AGCO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | SouthernSun SMID Cap | Traeger, Inc. | Furnishings, Fixtures & Appliances | Leisure Products | Bull | New York Stock Exchange | Accessories, Brand Leadership, Category Leader, Consumables, innovation, IoT Devices, management incentives, market share growth, Mobile App, Wood Pellet Grills | View Pitch |
| Jun 15, 2026 | Fund Letters | SouthernSun Small Cap | Traeger, Inc. | Furnishings, Fixtures & Appliances | Leisure Products | Bull | New York Stock Exchange | Accessories, Category Leader, Consumables, Equity, Grilling App, innovation, IoT Devices, Management alignment, market share, recurring revenue, Wood Pellet Grills | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Busted IPO Forum | Traeger, Inc. | Consumer Discretionary | Furnishings, Fixtures & Appliances | 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 |
|---|---|---|---|---|---|---|---|---|
| Jo Taylor | Ontario Teachers' Pension Plan | $4.3B | $26.7M | 0.61% | 24,693,075 | +0 | +0.00% | 22.2484% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $70,887 | 0.00% | 65,636 | +65,636 | +100.00% | 0.0591% |
| Cliff Asness | AQR Capital Management | $190.6B | $39,933 | 0.00% | 36,975 | -4,814 | -11.52% | 0.0333% |
| Matthew Barrett | Glendon Capital Management | $1.7B | $1.1M | 0.07% | 1,020,960 | -129,586 | -11.26% | 0.9199% |