| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q4 | - | Riverwater Sustainable Value Strategy | - | - | AEM, ATKR, BLDR, CIEN, CMBM, CRL, CTT, EEFT, HASI, INFU, JLL, LEVI, RDHL, REGI, THRM, VRS, ZBRA | Electric Vehicles, Esg, Quality, SMID Cap, sustainability, value | THRM LEVI RDHL VRS ATKR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Maran Capital Management | Correios de Portugal | Communication Services | Integrated Telecommunication Services | Bull | Euronext Lisbon | banking, European Value, Portuguese Conglomerate, Postal Services, Real Estate Monetization, Share Buybacks, Sum-of-parts, value unlock | View Pitch |
| Oct 23, 2025 | Value Investors Club | mpk391 | Correios de Portugal | Industrials | Air Freight & Logistics / Postal & Courier Services | Bull | Euronext Stock Exchange | buybacks, FCF growth, Iberia, Iberian e-commerce, Postal transformation. | 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. | ||||||||