| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 13, 2026 | The Gabelli ABC Fund | 2.1% | - | ACA, CPRX, GBTG, MYE, OGN, ROKU, SOC, TMHC, TNDM | Acquisitions, arbitrage, Biotech, Cash deals, Event-Driven, M&A, Mega-deals, Mergers | View | ||
| 2026 Q2 | Jul 27, 2026 | Third Avenue Small-Cap Value Fund | 12.8% | 21.7% | ALG, BCC, BXC, CPRX, CRAI, ECPG, ICFI, KALU, LXU, MMS, MYRG, PB, PRA, SD, SUPN, TDW, TMHC, TPH, UMBF, UNF | Government IT, Homebuilders, M&A, Pharmaceuticals, Regional Banks, small caps, takeovers, value | CRAI TMHC |
View | |
| 2026 Q2 | Jul 27, 2026 | abrdn U.S. Small Cap Equity Fund | 26.2% | 27.5% | ATMU, BLBD, COHU, CPRX, CRDO, DFIN, ELF, FROG, MGY, MTRN, TVTX, UTI | AI, Biotechnology, defense, Infrastructure Spending, Onshoring, semiconductors, small caps, US | UTI TVTX BLBD COHU MTRN FROG |
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| 2026 Q1 | Apr 22, 2026 | Third Avenue Small-Cap Value Fund | 7.8% | 7.8% | COMP, CPRX, ECPG, HOG, KALU, LXU, PBF, QLYS, RHI, SD, TDW, TPH, UNF | AI, cybersecurity, disruption, energy, Fertilizers, small caps, Staffing, value | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| Neil Kumar | Ikarian Capital | $1.2B | $1.3M | 0.10% | 57,388 | -59,000 | -50.69% | 0.0447% |
| Terry Smith | Fundsmith | $17.1B | $78.5M | 0.46% | 3,363,807 | +654,721 | +24.17% | 2.6184% |
| Cliff Asness | AQR Capital Management | $190.6B | $7.1M | 0.00% | 303,651 | -33,401 | -9.91% | 0.2364% |
| Israel Englander | Millennium Management LLC | $233.2B | $23.2M | 0.01% | 993,647 | -185,535 | -15.73% | 0.7735% |
| James E. Flynn | Deerfield Management | $6.9B | $114.6M | 1.67% | 4,911,161 | -63,606 | -1.28% | 3.8229% |