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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 10, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ASC, AZZ, CRI, CRNC, DY, GTLS, LFUS, PWSC | energy, financials, industrials, infrastructure, reshoring, small caps, technology, value | Valuations of small versus large continue to remain near multi-decade lows, which suggests a more favorable setup for small caps relative to large caps in the periods to come. Small-cap valuation relative to large cap is at multi-decade lows and any fundamentally driven repositioning is likely to benefit small caps more than larger companies. Smaller caps remain better positioned to benefit from the reshoring of U.S. manufacturing, a pickup in M&A activity, the CHIPS Act, and several infrastructure projects on the horizon. | LFUS GTLS CRI DY ASC |
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| 2023 Q2 | Jul 31, 2023 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | AMZN, CRNC, CSGP, CW, CWK, DNB, ELV, ENS, FI, G, GE, GOOGL, MEDP, MLKN, MSFT, PRG, SMRT, SSNC, TDG, UPS | AI, Cloud, free cash flow, healthcare, payments, small cap, technology, value | AWS growth continues to slow but significant technology workloads remain on-premise with strong new customer pipeline. Microsoft driving digital cloud growth and benefiting from AI wave while generating operating leverage. | View | |
| 2024 Q2 | Jun 30, 2024 | THB Asset Management | 10.3% | 10.1% | ALNT, AMZN, BSIG, BYON, CRNC, DAKT, HWKN, IMMR, LIMB, LMAT, LUNA, NVDA, NVEE, PLUS, POOL, RES, TRNS, UFPT, VCEL, VITL | AI, Elections, inflation, infrastructure, Microcap, small caps, technology, value | Artificial intelligence is receiving significant media attention with companies committing billions to building infrastructure for data storage and processing. The AI ecosystem includes undiscovered companies whose products and services are necessary for continued infrastructure build-out. THB holdings participating in AI infrastructure include Limbach Holdings, NV5 Global, ePlus, and Luna Innovations. | DAKT |
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| 2024 Q2 | Jun 30, 2024 | Meridian Contrarian Fund | 6.9% | 0.0% | AMSC, AXS, BEPC, CACI, CCJ, CRC, CRNC, EYE, FCNCA, PRGO, SGH, THC, VICI | contrarian, healthcare, Renewable Energy, small cap, turnaround, value | Fund employs a contrarian value strategy seeking out-of-favor companies with depressed valuations and visible catalysts for sustainable improvement. The process screens for companies with multiple quarters of earnings declines and identifies those poised for earnings rebounds through turnaround plans or management changes. | BEPC AMSC THC PRGO CRNC EYE |
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| 2024 Q2 | Jun 30, 2024 | Columbia Seligman Global Technology Fund | 1.0% | 0.0% | AAPL, AMAT, AVGO, BE, CRNC, EBAY, GDDY, GOOGL, GPN, LRCX, META, MSFT, NVDA, ORCL, RBRK, RNG, SYNA, TER, TRIP, TXG | AI, Cloud, growth, semiconductors, technology | AI continues to be the strongest theme in technology, driving infrastructure buildouts and accelerating company deployment of new AI capabilities. Capital spend from public cloud service providers continues to grow, with NVIDIA remaining the most important AI player despite supply constraints. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Meridian Contrarian Fund | Cerence, Inc. | Information Technology | Application Software | Bear | NASDAQ | AI technology, Automotive Software, autonomous driving, Interface Technology, market share, spinoff | View Pitch |
| Jan 22, 2026 | Twitter / X | @fierce__beast | Cerence Inc. | Information Technology | Application Software | Bear | NASDAQ | Adj, Adj Ebitda, EBITDA, Great, Legal, Legal Settlement, Opex, settlement | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Mountainside Research | Cerence Inc. | Information Technology | Software - Application | Neutral | NASDAQ | — | 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. | ||||||||