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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | Ariel Small Cap Value Strategy | 7.6% | - | CLB, DNB, FAF, LIND, OSW, REZI, WEX, ZBRA | Discounts, earnings recovery, Mean reversion, small caps, value | The letter argues that small-cap value stocks are trading at historic discounts versus large caps. Management highlights improving earnings, balance sheet repair, and long-term growth resilience. The outlook anticipates meaningful upside as performance gaps narrow. | ZBRA FAF CLB |
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| 2025 Q2 | Jun 30, 2025 | Clark Street Value | - | -3.6% | ACR, ATHA, CKX, CMCT, CRGX, DNB, EHAB, ELEV, ENZ, EPIX, GRBK, HHH, HLVX, IGT, IKNA, INBX, IOR, KRON, KROS, LMNR, ME, MREO, MURA, NSTS, PARR, RPTX, SEG, SHCO, THRD | activism, catalysts, Event-Driven, liquidation, special situations | The portfolio review centers on special situations such as liquidations, strategic alternatives, spinoffs, and activist-driven outcomes. The manager focuses on downside-protected setups where cash, assets, or catalysts limit risk. Event-driven value is positioned as attractive amid broad market overvaluation. | IGT EHAB SHCO NSTS IOR CKX THRD RPTX MURA EPIX ATHA |
View |
| 2025 Q2 | Jun 30, 2025 | The Gabelli ABC Fund | 2.1% | - | 1ITCI IM, DNB, INFA, SWTX | arbitrage, M&A, Merger, Spread, valuation | SWTX |
View | |
| 2024 Q1 | Apr 15, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | CG, DNB, LAZ, LIND, MGPI, NVT, OSW, SPHR | - | View | ||
| 2024 Q3 | Oct 9, 2024 | Vulcan Value Partners – Small Cap | 8.1% | 16.5% | CIGI, CWK, DNB, IBST LN | - | View | ||
| 2023 Q2 | Jul 31, 2023 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | CWK, DNB, ENS, G, MLKN, PRG | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Polaris Global Equity | 4.1% | 4.1% | ARW, CVS, DNB, DTE GR, ENI IM, FTK GR, MG CN, MSFT, MX CN, VIPSM | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Polaris International Equity | 5.7% | 5.7% | 066570 KS, DG FP, DNB, DTE GR, FTK GR, IAG LN, MG LN, MXCN, NXT LN, OTEX, SB1NO NO, SW, VIPS | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Vulcan Value Partners – Small Cap | 8.1% | 16.5% | 938 GR, CG, CWK, DNB, KKR, TDG | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||