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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Aug 9, 2023 | The Olstein Strategic Opportunities Fund | - | - | AMZN, AVTR, BAX, CSCO, CW, DAL, DE, DIS, DOV, FIS, GNRC, GOOGL, IFF, KFY, KLIC, META, NFLX, ORCL, TGT, USB, WESCO | Banking, discount, Entertainment, free cash flow, fundamentals, technology, value | The fund emphasizes buying companies at significant discounts to intrinsic value based on normalized future free cash flow. The manager believes current negative sentiment has created opportunities to purchase good companies whose stock prices have fallen to levels that no longer accurately represent their future fundamentals. | CSCO DIS |
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| 2025 Q2 | Jul 14, 2025 | Chilton Capital Management | 10.9% | 6.2% | AAPL, BXP, DOV, HIW | earnings, fixed income, Global Markets, Rate Cuts, REITs, tariffs, technology | Trump's tariff rollout initially caused market volatility but subsequent de-escalation has been a major driver of recovery. American companies have quickly adapted by shifting supply chains and seeking tariff avoidance strategies. The ultimate impact remains uncertain as negotiations continue. | View | |
| 2025 Q4 | Jan 27, 2026 | Diamond Hill Large Cap Strategy | 1.4% | 5.7% | AIG, AON, BRK-B, CAT, CB, CL, COF, COO, DOV, EQT, GM, GOOGL, HCA, HIG, LH, MU, NDAQ, SOLV, SYY, WIX, ZTS | AI, Defensive, financials, healthcare, large cap, Quality, technology, value | The fund remains cautious of AI-driven market exuberance where investor sentiment often appears to outpace business fundamentals. AI optimism drove strong performance in information technology and communication services sectors, with hundreds of billions in AI-related capital spending supporting stocks like Micron and Sandisk. The fund continues to find attractive opportunities among high-quality, cash-generative businesses with defensive characteristics including Colgate, Aon and Berkshire Hathaway. These fundamentally stable businesses underperformed in 2025 but continue to perform in-line with expectations. The portfolio focuses on fundamentally stable, higher quality businesses trading at discounts to intrinsic value estimates. New positions like Dover Corp were initiated when stocks traded at significant discounts to estimated intrinsic value. | EQT SOLV WIX DOV COO SYY LH ZTS COF AIG GM |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Sleepy Sol | Dover Corporation | Industrials | Industrial Conglomerates | Bull | New York Stock Exchange | AI data center cooling, Angry Kitten, CO2 refrigeration, conglomerate discount, defense industry, Dover Corporation, Electronic Warfare, Microwave Products Group, RF components, single-use biopharma | View Pitch |
| Jan 29, 2026 | Fund Letters | Chuck Bath | Dover Corporation | Industrials | Industrial Conglomerates | Bull | New York Stock Exchange | Cyclicality, Execution, Industrials, Margins, valuation | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Tri-Arch Equity Research | Dover Corporation | Industrials | Specialty Industrial Machinery | 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. | ||||||||