| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q3 | Oct 10, 2021 | The Sound Shore Fund | -3.7% | - | AMD, AMZN, BBBY, BHG, CASI, CCI, CRUS, EGHT, EVRG, GBX, GOOGL, LPX, MBIO, META, NSC, SAVA, SPY, TCS, UPWK, VRTX, VST, XOM | Cash, dividends, energy, inflation, Insider Trading, oil, Stagflation, Utilities | EVRG |
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| 2021 Q4 | Jan 4, 2022 | The Sound Shore Fund | 0.8% | 29.8% | AMD, AMZN, ATVI, BBY, CANO, CRUS, DOCU, EVRG, F, GOOGL, INTC, LPX, META, PYPL, TCBI, TEN, TSLA, UBER, UPWK, VST | insider buying, Short Selling, technology, Utilities, value | INTC CANO ATVI EVRG |
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| 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $2.4M | 0.00% | 20,643 | -73,194 | -78.00% | 0.0331% |
| Richard Pzena | Pzena Investment Management | $33.4B | $263,307 | 0.00% | 2,222 | -105 | -4.51% | 0.0036% |
| Ray Dalio | Bridgewater Associates | $27.4B | $4.4M | 0.02% | 37,127 | -23,296 | -38.55% | 0.0595% |
| Israel Englander | Millennium Management LLC | $233.2B | $34.3M | 0.01% | 289,330 | -165,929 | -36.45% | 0.4635% |
| Jeremy Grantham | GMO LLC | $39.1B | $27.6M | 0.07% | 233,062 | -142,946 | -38.02% | 0.3734% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $10.0M | 0.01% | 84,296 | +69,095 | +454.54% | 0.1351% |
| Cliff Asness | AQR Capital Management | $190.6B | $96.2M | 0.05% | 811,568 | -84,898 | -9.47% | 1.3002% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $474 | 0.00% | 4 | +0 | +0.00% | 0.0000% |