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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 25, 2025 | Third Avenue Small-Cap Value Fund | 6.5% | - | CTLP, SUPN, VC | Balance Sheets, Buybacks, M&A, small caps, valuation | The commentary highlights once-in-a-generation valuation opportunities in U.S. small caps. Management emphasizes balance-sheet strength and resource conversion through M&A and buybacks. Volatility is framed as a tailwind for active value investing. | SUPN CTLP |
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| 2025 Q2 | Jul 21, 2025 | Laughing Water Capital | 13.1% | - | CTLP, LFCR, NN, PAR, SES CN, THRY, VTY LN | Buybacks, deep value, hidden assets, mispricing, small caps | The letter emphasizes deep value investing focused on misunderstood businesses and hidden asset value. Management highlights inefficiencies created by quantitative screening and accounting distortions. Long-term returns are expected from operational improvement, buybacks, and multiple expansion. | THRY VTY LN PAR NN LFCR SES CN CLAR |
View |
| 2025 Q1 | Apr 24, 2025 | Laughing Water Capital | -13.0% | -13.0% | CTLP, HGV, LFCR, NN NA, PAR, PLYA, THRY, VTY LN, XPOF | - | View | ||
| 2024 Q2 | Jul 17, 2022 | Laughing Water Capital | 2.5% | 11.1% | APG, CDMO, CTLP, HGV, LFCR, LMB, NN, THRY, VTY LN, XPOF | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Laughing Water Capital | 18.6% | 39.5% | CDMO, CTLP, LFCR, NN, PAR, THRY, VTY LN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Vic Cunningham | Cantaloupe, Inc. | Information Technology | Data Processing & Outsourced Services | Bull | NASDAQ | Automation, consolidation, Payments, premium, Privatization, Spreads, Transactions | View Pitch |
| Dec 6, 2025 | Fund Letters | Brian Frank | Cantaloupe Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | acquisition, Payments, Privatization, Recurringrevenue, Vending | 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. | ||||||||