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 |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Aug 9, 2023 | The Olstein Strategic Opportunities Fund | - | - | CSCO, DIS | - | View | ||
| 2023 Q2 | Aug 23, 2023 | McElvaine Value Fund | - | 5.1% | 1 HK, BLCO, DIS, MXG CN, ONEX CN | - | View | ||
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Large Cap Strategy | 2.9% | 4.3% | ADBE, AON, BRK/A, DIS, FERG, KMX, RRX, TXN | cash flow, Intrinsic Value, Large Caps, Quality, volatility | The commentary highlights high-quality large-cap companies trading below intrinsic value following tariff-driven volatility. Management focuses on strong cash generation, durable franchises, and disciplined capital allocation. Valuation gaps created by macro noise are positioned as opportunities. | ADBE FERG RRX |
View |
| 2025 Q2 | Jul 17, 2025 | Ariel Global Fund | 7.4% | - | 000660 KS, 1590 TT, 2319 HK, 6361 JP, 6920 JP, BBVA SM, DIS, FSLR, JD, LTMC IM, SNY, TSCO LN, ZBH | diversification, Global Equities, Governance, Quality, Rotation | The letter highlights global diversification benefits as leadership rotates across regions and sectors. Management focuses on high-quality global franchises with durable competitive advantages and strong governance. The outlook favors selective global exposure over U.S.-centric concentration. | BBVA SM 6920 JP |
View |
| 2024 Q2 | Jun 30, 2025 | Barometer Capital Management Inc. | - | - | AVGO, COST, DIS, DOL, ETN, LLY, MSFT, MSI, NVDA, TRI CN, VLO | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Farrer 36 Asset Management Private Limited | - | - | DIBS, DIS, HDB, SPOT | - | View | ||
| 2025 Q1 | May 1, 2025 | Mairs & Power – Balanced Fund | 0.0% | 0.0% | DIS, GOOG, MSI, QCOM, TECH, TXN, WEC | - | View | ||
| 2024 Q1 | Apr 20, 2024 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | DIS, DTE, META, NVDA | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Mar Vista Strategic Growth Fund | 5.5% | 0.0% | ADBE, AMZN, DIS, EFX, GXO, NKE, TDG | - | View | ||
| 2024 Q1 | Apr 15, 2024 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | AAPL, DIS, FIVN, META, NVDA, SNAP | - | View | ||
| 2024 Q1 | Apr 15, 2024 | RiverPark Large Growth | 3.7% | 16.4% | AAPL, ADBE, DIS, FIVN, META, NFLX, NKE, NVDA, SNAP, UBER | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Coho Relative Value Equity | 0.0% | 6.1% | DG, DIS, NKE, PRGO, UNH | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Mar Vista Global Equity Fund | 7.2% | - | AAPL, ADBE, AMZN, DIS, GXO, HON, NVZMY, RB, RKT LN, TDG | - | View | ||
| 2023 Q1 | Apr 14, 2023 | WestEnd Capital | 4.9% | 4.9% | AMD, CSCO, DIS, GOOG, JNJ, META, NVDA | Artificial Intelligence, Bank Stress, Cost Cutting, Liquidity Expansion, Profitability Bias | The letter analyzes regional bank failures as isolated mismanagement events rather than systemic risk, citing strong Tier 1 capital ratios and concentrated Federal Reserve liquidity support :contentReference[oaicite:0]{index=0}. WestEnd highlights a profitability bias in markets, with mega-cap technology driving returns, and frames cost cutting as a core earnings lever for 2023. Generative artificial intelligence is positioned as a transformative force capable of materially boosting productivity and corporate profits. | GOOGL NVDA AMD |
View |
| 2025 Q4 | Mar 9, 2026 | RiverPark Large Growth | 1.3% | 13.0% | AAPL, AMAT, AMZN, DIS, GOOGL, ISRG, LLY, META, MSFT, NFLX, NVDA, SHOP, UBER | AI, Cloud, growth, healthcare, large cap, semiconductors, Streaming, technology | Portfolio maintains significant exposure to AI infrastructure and monetization opportunities across cloud computing, semiconductors, and enterprise applications. Companies like Microsoft, Alphabet, and Applied Materials are benefiting from accelerating AI adoption and infrastructure buildout. The fund views AI as a multi-year secular growth driver with expanding monetization across the technology stack. Cloud computing remains a core portfolio theme with strong positioning in hyperscale providers and infrastructure companies. Microsoft Azure showed 39% growth while Google Cloud exceeded 30% growth, both supported by AI workload adoption. The fund sees continued multi-year demand for cloud infrastructure and services as enterprises accelerate digital transformation. The portfolio maintains exposure to e-commerce platforms and enablement technologies through holdings like Amazon and Shopify. The fund views e-commerce as benefiting from secular shifts in consumer behavior and continued digital commerce adoption across retail categories. Eli Lilly represents the fund's exposure to the GLP-1 obesity and diabetes treatment market, which continues to show exceptional growth. Mounjaro and Zepbound sales more than doubled year-over-year, with demand continuing to outpace supply. The fund sees this as a multi-decade growth opportunity with expanding indications and sustained competitive advantages. The fund maintains exposure to semiconductor equipment and chip companies benefiting from AI infrastructure buildout. Applied Materials saw strength in AI-related capacity orders, particularly for advanced logic and high-bandwidth memory. The portfolio views semiconductors as benefiting from structural increases in semiconductor intensity and AI infrastructure demand. Netflix represents the fund's exposure to global streaming entertainment, despite near-term headwinds from subscriber growth concerns and content spending. The fund continues to view Netflix as the dominant global streaming platform with durable competitive advantages through its content library, technology infrastructure, and growing advertising business. | View | |
| 2025 Q4 | Mar 9, 2026 | RiverPark Long/Short Opportunity Fund | 0.1% | 8.5% | AAPL, AMZN, COMP, DIS, DUOL, FIS, GOOGL, ISRG, KMX, LLY, META, MSFT, NFLX, NVDA, SHOP, UBER | AI, growth, healthcare, Long/Short, Quality, technology | AI monetization is a key driver across multiple holdings, with Alphabet benefiting from AI training and inference services in Google Cloud, and the fund maintaining significant exposure to AI/Cloud Computing at 16.9% of the long portfolio. The manager views AI as creating substantial growth opportunities for companies with scale and data advantages. Netflix remains the dominant global streaming platform despite near-term headwinds from subscriber growth concerns and rising content spending. The manager believes Netflix's unmatched content library, scalable technology infrastructure, and growing advertising business provide multiple monetization pillars for long-term growth. E-commerce represents 7.5% of the long portfolio themes, with the fund maintaining exposure to companies benefiting from secular shifts toward on-demand commerce and digital platforms. This includes positions in companies like Uber that benefit from local commerce expansion. Eli Lilly represents a high-quality growth franchise in global healthcare, with leadership in diabetes, obesity, and neuroscience providing durable competitive advantages. The company's GLP-1 treatments continue to see demand outpace supply with additional indications on the horizon. Semiconductors represent 5.0% of the long portfolio themes, with the fund maintaining exposure to companies positioned to benefit from AI infrastructure demand and next-generation computing requirements. This includes holdings in companies with differentiated semiconductor architectures. | View | |
| 2024 Q4 | Feb 24, 2025 | Mar Vistas U.S. Quality Select | 0.4% | 13.6% | AMT, AMZN, AVGO, CRM, DIS, EFX | - | View | ||
| 2024 Q4 | Feb 24, 2025 | Mar Vistas U.S. Quality | 0.2% | 15.0% | AMT, AMZN, AVGO, CRM, DIS, GXO, MCHP | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Parnassus Value Equity Fund | -1.5% | 12.0% | ABNB, ALGN, AMAT, AMZN, AVGO, AZN, BALL, BAX, BIIB, BK, DHI, DIS, FIS, GOOG, GPN, INTL, MU, NICE, NTR, NVO, ORCL, PGR, SCHW, TSM, V | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Orbis International Equity | - | - | 2107 HK, 7974 JP, DIS | - | View | ||
| 2025 Q3 | Nov 13, 2025 | RiverPark Large Growth | 4.7% | 11.6% | AAPL, DIS, GOOG, INTU, ISRG, NFLX, NOW, NVDA, SHOP, TSM | AI, Cloud, DataCenters, semiconductors, software | AI and cloud computing remained dominant growth drivers across mega-cap technology, fueling strong results for Alphabet, NVIDIA, TSMC, and others. The letter emphasizes accelerating AI monetization across advertising, hardware, and software ecosystems, sustaining high-margin growth. AI infrastructure demand continues to underpin semiconductor strength and platform engagement. | View | |
| 2022 Q3 | Oct 18, 2022 | Third Point Offshore Fund | - | - | CL, DIS, PCG, VTYX | - | View | ||
| 2022 Q3 | Oct 18, 2022 | Third Point Offshore Fund | 1.1% | -3.0% | CL, DIS, PCG, VTYX | - | View | ||
| 2025 Q3 | Oct 17, 2025 | Harbor Capital Appreciation Fund | 5.0% | 12.7% | AAPL, AMD, APPL, AVGO, DIS, MSFT, NFLX, ORCL, SHOP, TOST, TSM, TTD, VRTX | Artificial Intelligence, Cloud Computing, Growth Stocks, semiconductors, Technology leadership | Harbors manager cites AI-driven innovation as the dominant force behind market gains, though warns of valuation risk in mega-cap tech. The fund added exposure to cloud and AI enablers such as AMD and Oracle, reflecting confidence in structural growth. Despite short-term volatility, it remains committed to high-quality growth companies with durable moats and earnings resilience. | ORCL US TOST US AMD US |
View |
| 2023 Q3 | Oct 17, 2023 | Kovitz Core Equity Strategy | -3.0% | 14.8% | AXP, BX, DGE LN, DIS, EXPE, HAS, KEYS, KMX, PM | - | View | ||
| 2023 Q3 | Oct 15, 2023 | Madison Sustainable Equity Fund | 6.1% | 20.1% | ADI, DIS, GOOG, HD, J, LLY, NEE, PEP, TXN, UNH | - | View | ||
| 2025 Q3 | Oct 12, 2025 | Ashva Capital Management | 10.2% | - | DIS, HOOD, XLF | Compounding, financials, Fintech, Patience, Streaming | Ashva emphasizes long-term compounding through patience and discipline. Key positions include financials (XLF), Disneys streaming transformation, and Robinhoods fintech expansion, reflecting confidence in cash-generating, compounding business models. | HOOD DIS XLF |
View |
| 2023 Q4 | Jan 30, 2024 | Nightview Capital | 10.9% | 79.1% | ABNB, DIS, TSLA, Z | - | View | ||
| 2025 Q4 | Jan 29, 2026 | 8th Wonder Investments | 0.0% | 0.0% | AAPL, AMZN, CMCSA, CRM, CSU.TO, DECK, DIS, GOOGL, HEI, LYV, META, MSFT, NFLX, NVDA, PARA, RH, SKX, TOI.TO, TSLA, WBD | aerospace, AI, Leadership, Luxury, M&A, Media, software, value | Warner Bros. Discovery represents a special situation investment driven by CEO David Zaslav's shift toward shareholder value creation and aggressive debt paydown. The company announced plans to split into two entities and received multiple takeover bids, with Netflix ultimately winning the bidding war. The market fears AI will disrupt vertical market software by eliminating switching costs and seat-based pricing. However, AI agents will likely increase demand for systems of record and control point software rather than replace them, as enterprises need guardrails for non-deterministic AI outputs. Constellation Software and Topicus represent the core thesis of acquiring mission-critical vertical market software businesses with high switching costs, recurring revenue, and defensive moats. These businesses serve niche markets where switching is painful and alternatives offer minimal benefits. The fund employs covered call strategies to generate income and reduce cost basis while building positions. This options-based approach allows for larger position sizing in balance sheet challenged businesses while providing downside protection. HEICO represents an antifragile business model in aftermarket aerospace components that gains market share during economic stress as airlines extend fleet life. The company demonstrates seamless leadership transition and decentralized operations that thrive on adversity. RH under Gary Friedman exemplifies exceptional leadership combining capital allocation with creative genius, transforming the company from near-bankruptcy into a luxury lifestyle brand with galleries that redefine retail and 30% EBITDA margins. | TOI CN CSU CN RH HEI WBD |
View |
| 2025 Q4 | Jan 29, 2026 | Ashva Capital Management | 0.0% | 0.0% | AAPL, AMD, AMZN, COST, CSCO, DIS, GOOGL, HIMS, META, MU, NFLX, NVDA, PLTR, SPOT, UBER, WMT, ZG | AI, Compounding, long-term, Quality, semiconductors, technology, US, value | The manager discusses whether AI represents a bubble, comparing current valuations to traditional retailers like Costco and Walmart trading at higher forward P/E multiples than NVIDIA. He argues that we cannot be in an AI bubble when defensive stocks trade at higher multiples than leading AI companies. The discussion emphasizes that AI-driven demand is creating structural changes in memory and semiconductor markets. Memory semiconductors are highlighted as no longer being a commodity business driven by PC cycles, but rather a strategic input for AI, cloud infrastructure, and data-intensive workloads. The supply side has consolidated with fewer rational players, higher capital intensity, and better pricing discipline. Micron is positioned to benefit from AI-driven demand and improved industry structure. The manager emphasizes owning high-quality U.S. businesses that compound intrinsic value over time. He argues that obvious, high-quality businesses are not a failure of imagination but recognition of reality, as the modern internet economy rewards scale and dominant positions. Quality businesses can deliver asymmetric returns through duration of dominance. Valuation discipline is emphasized as critical to long-term success, with the manager noting that overpaying can cause long-term returns to go sideways. The portfolio deliberately avoided chasing narrow market leadership at elevated valuations, accepting short-term underperformance to preserve long-term risk-adjusted outcomes. Value creation comes from buying quality businesses at rational prices. | DIS AMD MU |
View |
| 2025 Q4 | Jan 26, 2026 | Davis Financial Fund | 0.0% | 29.3% | AXP, BAER.SW, BK, BRK-A, CB, COF, D05.SI, DIS, FI, FITB, JPM, MKL, PNC, RE, RKT, RNR, USB, WFC | Banking, capital, financials, insurance, regulation, returns, value | Banks continue to represent the majority of holdings with strong tailwinds across credit, spreads, expenses, and regulation. Interest spreads have begun widening as fixed rate assets roll over at higher yields, revealing attractive economics of low-cost deposit franchises. Many banks are generating returns on tangible equity in the mid-to-high teens with management targets suggesting sustainability in the medium term. Capital markets firms were among the drivers of S&P Financials Index performance and contributed to fund outperformance. The regulatory environment has been moving in a favorable direction with capital rules being finalized that are far less onerous than under the prior administration. Regulators are more willing to consider M&A transactions with relief on certain supervisory limitations. Property & casualty reinsurers were added to the portfolio as capital was redeployed from trimmed bank positions. Pricing trends in insurance markets have been strong in recent years. Chubb has consistently generated returns on equity comfortably ahead of the industry owing to advantaged lines of business with disciplined underwriting and operating culture. Payments and consumer lending companies were the biggest contributors to relative performance including Capital One, American Express and Rocket Companies. Capital One's transformational acquisition of Discover Financial closed with anticipated annual cost synergies of $1.5 billion and network synergies of $1.2 billion from transitioning card volumes into Discover's networks. Financial stock valuations have begun to reset higher with price-to-tangible book value multiples expanding by over 70% on average in the past three years. The portfolio in aggregate is valued at approximately 13x this year's earnings, representing a significant discount to both the broader S&P 500 Index and S&P Financials Index. | CB WFC COF |
View |
| 2022 Q4 | Jan 26, 2023 | ClearBridge Investments All Cap Growth | 2.7% | -6.5% | AMZN, AVGO, CRWD, DIS, EL, IMGN, MMC, NFLX, NKE, TEAM, TSLA, UNH, V, WOLF | - | View | ||
| 2025 Q4 | Jan 18, 2026 | Titan Wealth | - | - | ADBE, AEM, AMD, AU, BKR, CAT, COIN, DIS, GLEN.L, GOOGL, IBKR, LLY, LMT, MELI, MOS, MU, NFLX, ORCL, PHG, RELX, SE | AI, commodities, defense, emerging markets, Geopolitical, global, infrastructure, technology | AI is described as not just a sector theme but a foundation for broad economic transformation that will reshape how businesses operate, products are developed, and services are delivered. The technological momentum is reflected in market behavior with strong equity gains driven by optimism about ongoing earnings growth and innovation-driven expansion. Semiconductor companies benefited from AI spending throughout 2025, with specific mentions of AMD benefiting from OpenAI's compute and chip commitments, and Micron Technology providing exposure to high-bandwidth memory as a bottleneck in chip development. Defense positioning includes exposure to missiles, air defense and space through companies like Lockheed Martin, supported by large order backlogs providing strong long-term visibility amid heightened geopolitical tensions. Gold exposure through miners like AngloGold Ashanti and Agnico Eagle Mines contributed meaningfully to returns as stronger precious metal prices translated into higher cash generation for miners, with positioning for sustained tensions around currency debasement. Energy transition themes are reflected through infrastructure investments and companies positioned for the global push toward renewable energy, including exposure to energy services and LNG infrastructure where long-term dynamics look positive. Cryptocurrency exposure through Coinbase reflects positioning for financial deregulation and disintermediation, with stablecoins expected to become a preferred transfer mechanism following regulatory developments like the GENIUS Act passage. | View | |
| 2025 Q4 | Jan 14, 2026 | Longleaf Partners Fund | -0.3% | -0.4% | ACI, AMG, ANGI, AVTR, CNX, DINO, DIS, EXO.MI, FDX, H, IAC, KHC, MAT, MGM, PCH, PVH, PYPL, REGN, RTX, RYN | Buybacks, Cash, Defensive, Leverage, Quality, value | Fund focuses on undervalued companies trading below intrinsic value with P/V ratio in low-60s%. Manager emphasizes buying quality companies at discounts and waiting for market recognition of value. Multiple portfolio companies engaged in significant share repurchases including Mattel ($600M), Regeneron, MGM (40% over 5 years), and PVH. Manager views buybacks as value-creating at current discounted prices. Holdings include Mattel with strong IP portfolio (Hot Wheels, Barbie, UNO) and upcoming movie releases, plus IAC's digital assets. Focus on companies with valuable content and intellectual property. | ANGI PVH PYPL MGM IAC REGN MAT DINO KHC |
View |
| 2025 Q4 | Jan 14, 2026 | Riverwater Partners Small Cap Strategy | 0.0% | 0.0% | ADEA, AMD, ATMU, ATRC, BHST, BKH, CNX, DIS, HSTM, ITGR, KGS, LEU, LMNR, LOPE, MOD, NPKI, PLMR, STKL, VECO, WRBY | AI, financials, healthcare, infrastructure, Natural Gas, nuclear, Quality, small caps | Natural gas stocks benefited from AI theme as potential winners in powering data centers. CNX Resources was the top contributor driven by weather-related price increases and strong company execution. The manager remains encouraged by structural demand drivers for natural gas supporting higher volumes over time. Centrus Energy was positioned at the nexus of U.S. national security, nuclear energy independence, and next-generation reactor deployment. The company benefited from structural shift away from Russian nuclear fuel supply toward domestic enrichment, with rising demand from advanced reactors, SMRs, and nuclear power supporting AI-driven data center load growth. NPK International was added as a way to participate in multi-year infrastructure buildout required to support grid expansion, electrification, and energy system upgrades. The company provides composite matting solutions for utility and energy-related end markets with advantages over traditional timber mats. The manager avoided speculative AI investments but played the theme through picks-and-shovels approach via semicap equipment and utility infrastructure buildout. Natural gas stocks benefited as potential winners in powering data centers. Warby Parker has a call option on smart glasses and AI-enabled eyewear through its partnership with Google. | ITGR HSTM WRBY ADEA NPKI KGS BHST LMNR LOPE LEU CNX |
View |
| 2024 Q2 | Jul 31, 2024 | PGIM Jennison Global Opportunities Fund | 2.0% | 23.0% | AAPL, AMD, AVGO, DIS, ETN, FICO, LLY, MC FP, MDB, NVDA, NVO | - | View | ||
| 2023 Q2 | Jul 28, 2023 | Aristotle Core Equity Fund | 2.9% | 21.3% | ADPT, AVGO, CTLT, DIS, EL, GH, NFLX, SNPS | - | View | ||
| 2023 Q2 | Jul 25, 2023 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | AIG, AMZN, DIS, FERG, HCA, KMX, MSFT | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Mar Vista Focus Fund | 3.4% | 0.0% | AAPL, AVGO, CRM, DIS, GOOG, META, MSFT, NKE, NVDA | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Mar Vista Global Equity Fund | 7.2% | - | 0NIQ LN, AAPL, AVGO, CRM, DIS, GOOG, LIN, META, ORCL | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Mar Vista Strategic Growth Fund | 5.5% | 0.0% | AAPL, AVGO, CMR, DIS, GOOG, META, NKE, SBUX | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Meridian Hedged Equity Fund | 6.2% | 0.0% | AMZN, DIS, LSXMA, RIVN, USB, VST | - | View | ||
| 2024 Q2 | Jun 30, 2024 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | AAPL, ADYEN, DIS, FIVN, NVDA | - | View | ||
| 2024 Q2 | Jun 30, 2024 | RiverPark Large Growth | 3.7% | 16.4% | AAPL, ADYEN, DIS, FIVN, GOOG, NKE, NVDA, PINS, SHOP, SNAP | - | View | ||
| 2023 Q2 | Jun 30, 2023 | RiverPark Large Growth | 3.7% | 16.4% | ADSK, AMZN, COST, DIS, ILMN, META, NKE, NVDA, PYPL, SHOP, UBER, ZTS | - | View | ||
| 2023 Q2 | Jun 30, 2023 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | AMZN, COST, DIS, ILMN, ISRG, META, NKE, PYPL, SHOP, UBER, XHB, ZTS | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Barometer Capital Management Inc. | - | - | AVGO, COST, DIS, DOL, EFN, L, LLY, MSFT, NVDA, TOY, TRI | - | View | ||
| 2024 Q2 | Jun 21, 2024 | Bireme Capital | - | - | DIS, DWACU, NFLX | - | View | ||
| 2024 Q1 | May 4, 2024 | Harris Associates Concentrated Strategy | 6.7% | 6.7% | CHTR, COF, DE, DIS, KKR, LAD, PSX | - | View | ||
| 2023 Q1 | Apr 20, 2023 | Longleaf Partners Fund | 10.4% | 10.3% | DIS, FDX, GE, LUMEN, MGM, PVH | - | View | ||
| 2023 Q1 | Apr 20, 2023 | Longleaf Partners Global Fund | 14.8% | 18.4% | DIS, FDX, GE, LUMEN, MGM, TIGO | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Coho Relative Value Equity | 4.0% | 4.0% | AZO, DIS, GPN, ROST | - | View | ||
| 2024 Q1 | Mar 31, 2024 | Mar Vista Focus Fund | 3.4% | 0.0% | AAPL, ADBE, DHR, DIS, HON, MSFT, NKE, TDG | - | View | ||
| 2024 Q4 | Feb 24, 2025 | Mar Vista Global Equity Fund | -3.3% | 12.7% | AMT, AMZN, ASML, AVGO, CRM, DIS, NESN SW, NZM GR | - | View | ||
| 2022 Q4 | Jan 31, 2023 | Meridian Hedged Equity Fund | 6.2% | 0.0% | 4CB, AMZN, COTY, DIS, SBH, STRYQ | - | View | ||
| 2022 Q4 | Jan 31, 2023 | VGI Partners | 0.0% | 0.0% | AMZN, CFR SJ, CME, DB1 GR, DIS, IAC, OLYMY, RHMB GR, SAP, XM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Seeking Alpha | Seeking Alpha | The Walt Disney Company | Entertainment | Media & Entertainment | Bull | New York Stock Exchange | content strategy, Dana Walden, Disney, entertainment industry, Fox acquisition, Josh D'Amaro, leadership succession, profitability, streaming growth, theme parks | View Pitch |
| Jan 31, 2026 | Fund Letters | Ankur Shah | The Walt Disney Company | Communication Services | Media & Entertainment | Bull | New York Stock Exchange | cashflow, Intellectual_Property, media, Parks, Streaming | View Pitch |
| Jan 8, 2026 | Fund Letters | Harry Burn | The Walt Disney Company | Communication Services | Entertainment | Bull | New York Stock Exchange | media, scale, sports, Streaming, transformation | View Pitch |
| Nov 29, 2025 | Fund Letters | Ankur Shah | The Walt Disney Co. | Communication Services | Media & Entertainment | Bull | NYSE | cash flow, entertainment, growth, media, restructuring, Streaming | View Pitch |
| Oct 21, 2025 | Value Investors Club | aquicap | Disney (Walt) Co. | Communication Services | Telecommunication Services | Bull | NYSE | International scaling, oligopoly, Pricing power, proxy/activism | View Pitch |
| Oct 6, 2025 | Value Investors Club | aquicap | Walt Disney Co. | Communication Services | Movies & Entertainment | — | NYSE | Disney+, Hulu, ESPN DTC, ARPU, Parks capex, ROIIC, linear cannibalization, NFLX moat, international execution, oligopoly in streaming | View Pitch |
| Sep 10, 2025 | Substack | Pacific Northwest Edge | Walt Disney | Communication Services | Entertainment | Bear | cultural significance, Disney, dividend yield, entertainment, operational efficiency, P/E ratio, profit margin, Revenue Growth, S&P 500, theme parks | View Pitch | |
| Aug 13, 2025 | Seeking Alpha | APAC Investment News | The Walt Disney Company | Communication Services | Entertainment | Neutral | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Daniel Jones | The Walt Disney Company | Communication Services | Entertainment | Bull | NYSE | — | 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. | ||||||||