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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Longleaf Partners Small-Cap Fund | 2.7% | 4.2% | BATRA, CNX, CUERVO.MX, DOLE, GHC, GRUMA.MX, KODK, MAT, OSCR, PCH, SAM, TRIP, WEST, WTM | Alcohol, Buybacks, real estate, small caps, undervalued, value | The fund has an overweight to the alcohol industry with Boston Beer and Becle. There is market debate about whether current weak industry trends are cyclical versus structural factors, with the manager leaning toward cyclical explanations. | PCH SAM WEST BATRA BECLE.MX OSCR PCH SAM WEST BATRA CUERVO MM OSCR |
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| 2025 Q1 | Apr 12, 2025 | Longleaf Partners Small-Cap Fund | 1.5% | 1.5% | BATRA, CNX, DOLE, GHC, GMAB, KODK, MAT, PCH, PK, SAM, WEST, WTM | Buybacks, downside protection, Outperformance, small caps, stock picking, value | The fund emphasizes value investing discipline and downside protection. The portfolio's price-to-value ratio in the high-60s% is attractive and improved materially after quarter end. The fund continues to focus on companies trading below intrinsic value with substantial opportunity in the current portfolio. | PK CNX SAM PCH GRUMAB.MX GHC |
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| 2023 Q1 | Apr 11, 2023 | Kingdom Capital Advisors | 4.8% | 4.8% | AMRK, ARCH, DOLE, PDER, UNTC | Banking Crisis, dividends, energy, Precious Metals, small caps, value | A-Mark Precious Metals benefits from increased demand for precious metals during market panics and banking fears. March bullion sales reached historic highs following bank failures, with peers reporting overwhelming demand. The company profits when precious metal demand outpaces supply, which has been the case for most of the last three years. | PDER ARCH UNTC AMRK |
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| 2022 Q3 | Oct 17, 2022 | Kingdom Capital Advisors | -1.6% | 18.6% | ARCH, CRMZ, DOLE, GME, GTIM, POL, SGA, UNTC, WHLR | Coal, Concentration, energy, Outperformance, small caps, value | GTIM SGA ARCH POL DOLE |
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| 2024 Q3 | Oct 16, 2024 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | BATRA, CNX, DOLE, GHC, GRUMA, H, HHH, HOUS, IMKTA, KODK, LLYVA, LMCA, MAT, OSCR, PCH, PK, SAM, WEST, WMT | Buybacks, Coffee, healthcare, Natural Gas, real estate, small caps, value | Fund focuses on small-cap stocks with 19 holdings and P/V ratio in low-70s%. Manager welcomes volatile small-cap environment that presents attractive opportunities to enhance portfolio with undervalued, high-quality businesses. Holdings consist of competitively advantaged businesses with strong balance sheets. | WEST HOUS CNX OSCR |
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| 2022 Q4 | Jan 24, 2023 | Kingdom Capital Advisors | 2.9% | - | AMR, AMRK, ARCH, DOLE, PDER, POLWS, SMLR, SYSX, UNTC, WTI | Coal, dividends, energy, small caps, special situations, value | DOLE AMRK SYSX WTI UNTC ARCH |
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| 2024 Q4 | Jan 16, 2025 | Longleaf Partners Small-Cap Fund | -1.6% | 9.7% | BATRA, CNX, DOLE, GHC, GRUMA.MX, HHH, HOUS, KODK, LLYVA, MAT, OSCR, PCH, PK, WEST, WTM | Buybacks, Cash, Concentration, Natural Gas, small cap, Trump, value | Fund operates with concentrated value investing approach, holding 18 positions at high-60s% price-to-value ratio and 11x price/earnings power multiple. Portfolio grouped into companies where value per share growth has turned the corner (75%), those expected to turn within 18 months (15%), and recent additions. Management emphasizes fundamental appraisal-driven research and patient capital deployment. | GRUMAB WEST HOUS GHC KODK LLYVA OSCR CNX |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Kingdom Capital Advisors | Dole Plc | Farm Products | Food Products | Bull | New York Stock Exchange | asset value, consumer staples, currency headwinds, Food Products, input costs, Value trap | View Pitch |
| Jun 15, 2026 | Fund Letters | Kingdom Capital Advisors | Dole PLC | Farm Products | Packaged Foods & Meats | Bull | New York Stock Exchange | Activist Investment, asset value, consumer staples, currency headwinds, food distribution, Fresh Produce, turnaround | View Pitch |
| Oct 30, 2025 | Value Investors Club | natty813 | Dole PLC | Consumer Staples | Food Distribution | Bull | NYSE | Bananas, debt reduction, divestiture, Europe, grocery stores | 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. | ||||||||