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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Diamond Hill Small Cap Fund | 1.0% | 13.2% | ALGT, ASH, ASTH, CALM, CMPR, CURB, FIP, GHM, GTES, HAYN, LEU, LOB, MLAB, RCKY, RRR, SANM, USLM, WNS | defense, industrials, infrastructure, nuclear, small caps, value | Growing momentum around building additional nuclear power sources in the United States as immense power needs from AI-related datacenter demand require constant baseload power, which nuclear provides carbon-free. Centrus Energy benefited from this trend. | CURB CMPR MLAB FTAI USLM |
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| 2024 Q3 | Oct 29, 2024 | Merion Road Capital | 5.4% | 11.2% | CURB, FCPT, UBAB | cyclicals, industrials, REITs, small caps, Spin-Offs, value | Manager purchased two REITs during the quarter that will benefit from lower interest rates. Four Corners is a triple net lease REIT previously owned. Curbline Properties is a newly spun-off convenience real estate REIT with properties in high-growth Southeast and Southwest markets, trading at attractive valuations relative to recent acquisition prices. | UBAB CURB FCPT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Merion Road Capital | Curbline Properties | Real Estate | Retail REITs | Bull | NYSE | consolidation, Convenience retail, discount to NAV, REIT, spin-off, strong balance sheet, Sunbelt, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Diamond Hill Small Cap Fund | Curbline Properties | Real Estate | Retail REITs | Bull | NYSE | cash, Commercial Property, Convenience retail, debt-free, Real Estate, REIT, retail centers, spinoff | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $224,905 | 0.00% | 9,690 | +9,690 | +100.00% | 0.0080% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $5.4M | 0.01% | 230,819 | +230,819 | +100.00% | 0.1906% |
| Cliff Asness | AQR Capital Management | $190.6B | $541,791 | 0.00% | 23,343 | +11,145 | +91.37% | 0.0193% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $33.3M | 0.04% | 1,435,795 | -329,550 | -18.67% | 1.1859% |
| Israel Englander | Millennium Management LLC | $233.2B | $35.1M | 0.02% | 1,514,222 | +262,778 | +21.00% | 1.2506% |