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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 11, 2025 | Heartland Value Fund | 8.9% | 2.7% | CAT, CVGW, PBPB, XRAY | earnings, Fed, rates, Restaurants, small caps, turnaround, value | Small cap stocks rebounded smartly in the quarter with earnings growth gaining momentum. The Federal Reserve's interest rate cuts and improving earnings for S&P 600 companies provide historical tailwinds for small stocks, though mixed economic signals create uncertainty. | XRAY CVGW PBPB XRAY PLAB KWR |
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| 2026 Q1 | Mar 31, 2026 | Heartland Value Fund | 7.4% | 7.4% | ALEX, ALGT, CVGW, IIIV, PLYM, STKL, XRN | Airlines, Geopolitical, oil, REITs, small caps, value | XRN IIIV ALGT |
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| 2025 Q3 | Oct 9, 2025 | Heartland Value Fund | 10.0% | 13.0% | CAT, CVGW, PBPB, XRAY | earnings, Fed Cuts, Restaurants, small caps, Turnarounds, value | Small cap stocks rebounded smartly in the quarter with earnings growth gaining momentum. The fund focuses on small value investing with the Russell 2000 Value Index as benchmark, emphasizing bottoms-up research and the 10 Principles of Value Investing. | XRAY CVGW PBPB |
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| 2024 Q3 | Sep 30, 2024 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | ALGM, ANF, BJ, CVGW, CYRX, ENV, EYE, FOUR, FOXF, FTAI, HLNE, INTA, KVYO, MPWR, OS, PJT, TREX, VRNS, WTFC, ZETA | Biotechnology, consumer, Fed Cuts, financials, growth, Rotation, small caps, software | Small cap stocks snapped an unprecedented losing streak versus large caps in Q3, with the Russell 2000 Growth Index up 8.41%. The rotation was initially catalyzed by higher Trump election odds and cooling inflation data supporting Fed rate cuts. Historically rate cuts have been positive for small caps, and with earnings growth for smaller caps set to eclipse large caps over the next two years, coupled with historic lows in relative valuations, conditions are aligning for better asset class performance. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Heartland Value Fund | Calavo Growers, Inc. | Consumer Staples | Food Products | Bull | NASDAQ | acquisition interest, Avocados, balance sheet strength, Food Products, Guacamole, Management alignment, margin expansion, turnaround, Value Added | View Pitch |
| Jan 22, 2026 | Twitter / X | @InvestSpecial | Calavo Growers, Inc. | Consumer Staples | Packaged Foods & Meats | Bull | Nasdaq | CEO, Founder, His, Offer, Out Retirement, Prices Between, Since Founder, Succession | View Pitch |
| Nov 29, 2025 | Fund Letters | Will Nasgovitz | Calavo Growers, Inc. | Consumer Staples | Packaged Foods & Meats | Bull | NASDAQ | buyout, growth, Margins, net cash, Prepared foods, rerating, turnaround | 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 |
|---|---|---|---|---|---|---|---|---|
| Carlo Cannell | Cannell Capital | $204.1M | $3.4M | 1.67% | 158,164 | +158,164 | +100.00% | 0.7267% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $1.9M | 0.00% | 89,268 | +61,868 | +225.80% | 0.4101% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.2M | 0.00% | 53,905 | +10,208 | +23.36% | 0.2477% |
| Aaron Weitman | CastleKnight Management LP | $4.5B | $1.9M | 0.04% | 89,600 | +0 | +0.00% | 0.4117% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.6M | 0.00% | 75,760 | -102,007 | -57.38% | 0.3481% |
| Cliff Asness | AQR Capital Management | $190.6B | $5.1M | 0.00% | 233,816 | -18,116 | -7.19% | 1.0743% |
| Mario Gabelli | GAMCO Investors | $10.4B | $10.3M | 0.10% | 473,700 | +144,500 | +43.89% | 2.1764% |