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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 7, 2025 | Palm Valley Capital Management | 2.4% | 3.8% | AVA, DOX, EA, FLO, LKQ, PSLV, RHI, SEB, TFX | Artificial Intelligence, Discipline, risk management, small caps, valuation | Palm Valley emphasizes capital preservation through elevated cash balances amid stretched equity valuations. The fund prioritizes optionality and downside protection over forced participation. Cash remains strategically valuable as volatility and future opportunities increase. | View | |
| 2024 Q3 | Oct 1, 2024 | Palm Valley Capital Management | -0.1% | 4.2% | DOX, EQC, HELE, LAS/A CN, NATH, RGP, TBI, WHGLY, WLY | - | View | ||
| 2025 Q4 | Jan 29, 2026 | Pzena US Focused Value Strategy | 2.5% | 7.3% | BAX, C, CTSH, DAL, DG, DOX, FMC, KNX, MDT, PPG, QRVO, RHI, SWKS, WFC | Buybacks, Capital markets, earnings, Freight, Trade Down, value | Dollar General delivered strong same-store sales and margin improvement as customers traded down from grocery and pharmacy channels. This trade-down behavior provided a tailwind to margins that are expected to persist into 2026. Knight-Swift operates in a prolonged freight downturn with excess capacity added during the 2021 profit peak persisting despite weaker demand, pressuring rates and earnings. The company's scale and network efficiency should drive profitability recovery as conditions normalize. Citigroup rose amid strong capital markets activity and benign credit conditions. The company continued to repurchase stock and return capital to shareholders while transformation-related expenses are expected to decline next year. | 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. | ||||||||