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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 30, 2025 | Third Point Partners | 7.5% | - | 5401 JP, CASY, COOP, INF LN | AI, credit, dislocations, Event-Driven, Mergers | The commentary focuses on event-driven opportunities across equities and credit. Management highlights mergers, restructuring, and AI-driven dislocations as key return drivers. Tactical positioning and opportunistic capital deployment are emphasized. | INF LN CASY RKT |
View |
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Mid Cap | 6.1% | 4.8% | ALK, ASH, COOP, FCN, ICLR, POST, RRR, RRX, TFX, WCC | fundamentals, margin expansion, Mid Caps, self-help, valuation | The letter emphasizes mid-cap companies with strong fundamentals and mispriced growth prospects. Operational improvement, margin expansion, and self-help initiatives are key sources of value creation. Mid-cap volatility is viewed as an opportunity for active managers. | FCN ALK ASH ICLR RRX WCC RRR |
View |
| 2025 Q2 | Jun 30, 2025 | Riverwater Sustainable Value Strategy | - | - | COOP, ECG, GFF, LMNR, MSA | Governance, Resilience, responsibility, stakeholders, sustainability | The letter positions responsible investing as a source of competitive advantage rather than constraint. Management links stakeholder-focused behavior to better long-term financial outcomes and resilience. Sustainability is framed as integral to quality and risk management. | MSA GFF LMNR ECG |
View |
| 2025 Q1 | Apr 30, 2025 | Invesco Discovery Fund | -12.2% | -12.2% | 1ITCI IM, ALAB, BBIO, COOP, EMBR3 BZ, EVR, FRPT, LITE, PSN, RKLB, WAY | - | View | ||
| 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 | ||
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Mid Cap | -1.3% | -1.3% | AIG, ASH, COOP, ILMN, MLM, RRX, TRU, VTR, WCC | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Small Cap Fund | -11.5% | -11.5% | AVNS, CIVI, COOP, FA, HLIO, LOB, TFIN, TGB, TTAM, UGI, WDAY | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Small-Mid Cap Strategy | -4.2% | -4.2% | BLDR, COOP, ILMN, INFA, LOB, RRX, TFX, TRU, VRSN, WCC | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Riverwater Sustainable Value Strategy | - | - | ATKR, COOP, CPRI, DAR, EVR, EXEL, IDCC, MOD, NCMI | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ASH, BBWI, COOP, CUBE, FTRE, HII, LANC, LOB, NVR, RRX | - | View | ||
| 2024 Q2 | Jul 26, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ALGT, COOP, FTRE, GDDY, LH, MGY, RRR, SNV, UDR, VRSN, WCC | - | View | ||
| 2023 Q2 | Jul 25, 2023 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ALGT, ASH, CALM, COOP, ENOV, NVR, PRG, SPH, WCC | - | View | ||
| 2023 Q2 | Jul 18, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | APG, COOP, EHC, ENOV, GDEN, LPRO, PLXS, WKC | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Riverwater Sustainable Value Strategy | - | - | COOP, LMNR, NPS, PNFP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Chris Welch | Mr. Cooper Group Inc. | Health Care | Mortgage Finance | Bull | NASDAQ | acquisition, Housing, Interest rates, Mortgage, Refinancing, ROE | View Pitch |
| Nov 29, 2025 | Fund Letters | Chris Welch | Mr. Cooper Group Inc. | Health Care | Mortgage Finance | Bull | NASDAQ | acquisition, Housing, Interest rates, Mortgage, Refinancing, ROE | 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. | ||||||||