Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 3, 2025 | Rodrigo Benedetti | - | - | AMZN, COOP, CUBI, ENR.DE, GOOG, HNRG, HSBK.L, META, NVDA, OZK, PSIX, RDFN, RKT, SRC.L, SWI, TKA.DE | AI, banks, defense, Europe, megacaps, Trade Policy, value | AI capex and MAG7 stocks were getting entrenched with their fates interlinked. The AI/datacenter trade became radioactive after the correction, though the manager sees potential if capex numbers grow in 2026 and flatten in 2027. Looking at energy plays around AI infrastructure. | View | |
| 2025 Q4 | Feb 3, 2026 | Gator Capital Management | 4.1% | 31.9% | BCS, BNP.PA, C, COMP, CUBI, FCNCA, GLE.PA, GPN, HOOD, HOUS, JPM, JXN, PYPL, SOHO, TD, TFSL, UMBF, VRTS | Banking, Capital markets, financials, real estate, Regional Banks, small caps, value | The fund focuses on small and mid-cap financial institutions, particularly regional banks with mutual holding company structures. TFS Financial represents a key investment in this space, offering leveraged exposure to earnings recovery through its unique MHC structure. Significant exposure to mortgage-related businesses through TFS Financial's traditional thrift model and Anywhere Real Estate's real estate services. The fund sees opportunity as the housing market recovers and interest rate environment normalizes. Strong positioning in capital markets through investment platforms like Robinhood Markets and traditional investment management firms. The fund benefited from continued product innovation and growth in retail trading platforms. | TFSL |
View |
| 2024 Q4 | Jan 3, 2025 | Rodrigo Benedetti | - | - | AAPL, AMZN, APP, CIEN, CUBI, GOOGL, META, MSFT, NVDA, PFBC, PLTR, TMDX, TSLA | AI, banks, Biotech, Europe, semiconductors, technology, value | Manager extensively analyzes AI capex spending by major tech companies, questioning sustainability of current investment levels and whether returns will justify the massive capital deployment. Notes that companies like MSFT and META are spending heavily on AI infrastructure, with some potentially approaching zero free cash flow. | View | |
| 2024 Q2 | Jul 31, 2024 | Gator Capital Management | 10.8% | 24.3% | AX, BANC, BARC.L, CG, CUBI, EWBC, FBP, FCNCA, HOOD, JXN, PNFP, PYPL, SLM, UMBF, WAL, WBS, WTFC | credit, financials, Growth Banks, Rate Cuts, Regional Banks, valuation | Regional banks rallied strongly in July due to tame inflation, prospects of more favorable regulatory environment, and better-than-expected earnings. The Fund benefited from extreme negative positioning by other investors who had been using regional bank ETF as large short position. Manager believes regional banks remain cheap compared to history with coming rate cuts driving earnings higher. | View | |
| 2022 Q2 | Jun 30, 2022 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | AZPN, CUBI, HURN, STAR, SUM, UTL, WWW | - | View | ||
| 2023 Q4 | Jan 13, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | BDC, CHRS, CUBI, NOG, OII, SP | energy, financials, rates, small caps, technology, value | Manager believes small cap underperformance may be ending as valuations remain near multi-decade lows relative to large caps. Expected earnings and sales growth improvements for small caps in 2024 could outpace large caps, providing fundamental support. | ENOG.L BBDC4.SA OII CUBI ^GSPC |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Aristotle Small Cap Equity Fund | Customers Bancorp Inc | Financials | Banks | Bull | NYSE | banking, Capital Accumulation, credit quality, financial services, net interest margin, Pennsylvania, regional bank | View Pitch |
| Apr 22, 2026 | Seeking Alpha | Seeking Alpha | Customers Bancorp, Inc. | Financial Services | Regional Banks | Neutral | New York Stock Exchange | asset growth, brokered deposits, Customers Bancorp, economic climate, financial performance, Interest rates, loan portfolio, regional banks, uninsured deposits, valuation | 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $756,353 | 0.00% | 10,344 | +10,344 | +100.00% | 0.0299% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $431,262 | 0.00% | 5,898 | -152,531 | -96.28% | 0.0171% |
| Israel Englander | Millennium Management LLC | $233.2B | $3.1M | 0.00% | 42,825 | -284,959 | -86.93% | 0.1239% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $5.6M | 0.01% | 76,050 | -98,909 | -56.53% | 0.2201% |
| Cliff Asness | AQR Capital Management | $190.6B | $1.8M | 0.00% | 23,955 | +1,839 | +8.32% | 0.0693% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $731 | 0.00% | 10 | +0 | +0.00% | 0.0000% |