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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 20, 2026 | Hosking Partners | 3.2% | 3.2% | 000660 KS, 005930 KS, 1662.T, AXP, CCO.TO, COF, DHT, GLW, HAFN.OL, III.L, INSW, JEF, LRCX, MOH.AT, MPC, MU, NE, PSK.TO, PSX, STX, SYF, TDW, UBS, VLO, WISE.L | AI, Capital Cycle, diversification, energy, Geopolitical, semiconductors | View | ||
| 2026 Q1 | Apr 13, 2026 | Greenlight Capital | 6.5% | 6.5% | ACHC, CNR, CROX, DHT, GPK, KD, SLM, VSNT | Geopolitical, gold, healthcare, Macro, oil, shipping, War | SLM CROX VSNT CNR DHT ACHC |
View | |
| 2023 Q3 | Aug 31, 2023 | Evermore Global Value Fund | 0.0% | 0.0% | BWLPG.OL, DHT, GNK, SOLB.BR, STST.OL, VPLAY.ST | Chemicals, Family-controlled, global, shipping, special situations, value | The fund has significant exposure to shipping companies including BW LPG, DHT Holdings, Stainless Tankers, and Genco Shipping. BW LPG was the largest contributor to performance with strong VLGC rates and significant dividend yields exceeding 30%. The fund sees opportunities in the maritime sector through family-controlled companies. | View | |
| 2023 Q2 | Jun 30, 2023 | Evermore Global Value Fund | 0.0% | 0.0% | BOLLORE.PA, BWLPG.OL, CADELER.OL, CLMT, DHT, ENOVIS, ESAB, EXO.PA, GNK, HAUTO.OL, HEMNET.ST, IAC, INWIT.MI, KBCPF, KKR, LIFCO-B.ST, MTG.ST, NETI, UMG.AS, VIV.PA, VPLAYB.ST | Catalyst-driven, Energy Transition, Family-controlled, global, shipping, special situations, Streaming, value | Fund has significant exposure to shipping companies including dry bulk operators like Genco Shipping & Trading and offshore wind installation vessel operators like Eneti and Cadeler. The shipping sector benefits from favorable industry fundamentals including low order books, environmental regulations leading to slower speeds and increased scrapping, and geopolitical disruptions creating longer shipping routes. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 14, 2026 | Fund Letters | Greenlight Capital | DHT Holdings | Oil & Gas Midstream | Oil & Gas Equipment & Services | Bull | New York Stock Exchange | Cyclical, Energy Transportation, geopolitical, high dividend yield, Oil Tankers, Shipping, VLCCs | 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. | ||||||||