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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 23, 2024 | Biondo Investment Advisors | - | - | ACAD.ST, ALLFG.L, AOF.DE, BFSA.MC, CELL.MI, DFS.L, DPZ.L, EXRO, HEAD.L, INCH.L, MIDW.L, MON.MI, NOEJ.DE, OIE.L, PSG.MC, RHIM.L, RITN.SW, SESA.MI, STAB.DE, TGS.OL, TTK.DE | discount, Europe, Patience, Quality, small caps, value | Fund invests in companies trading at significant discounts to intrinsic value with upside potential of 112%. Portfolio comprises 45 companies trading at attractive multiples with high-quality businesses and low debt levels. Manager emphasizes patience and long-term investment in sound businesses at excellent prices. | RIEN.SW DPZ.L |
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| 2025 Q1 | Apr 12, 2025 | Longleaf Partners International Fund | 0.7% | 0.7% | 1910.HK, AC.PA, CFR.SW, CUERVO.MX, DPZ.L, ERF.PA, GLB, GRUMA.MX, HDFCBANK.NS, HTHT, JFC.PS, LXS.DE, MILC.ST, PFD.L, PRN.L, TCEHY | AI, defense, Europe, geopolitics, international, SMID Cap, tariffs, value | US President Trump announced reciprocal tariffs under the International Emergency Economic Powers Act, with baseline 10% tariffs on all countries and higher rates for specific nations including 34% for China and 20% for the EU. This represents a simultaneous trade war against all key economies globally and has caused sharp selloffs in equity markets. The fund has consciously repositioned to more domestically focused names to avoid geopolitical risks. | 1910.HK JFC.PS CUERVO.MX GLB.L CFR.SW LXS.DE PRX TIGO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Century Management | Domino's Pizza Group PLC | Consumer Discretionary | Restaurants | Bull | London Stock Exchange | asset-light, franchise expansion, free cash flow yield, market share, Master Franchisee, Pizza Delivery, UK Consumer | View Pitch |
| Apr 13, 2026 | Fund Letters | Peapack Private | Domino's Pizza Group PLC | Consumer Discretionary | Restaurants | Bull | London Stock Exchange | asset-light, Consumer Discretionary, franchise expansion, market share gains, Master Franchisee, Pizza Delivery, royalty revenue, UK Market Leader | View Pitch |
| Apr 13, 2026 | Fund Letters | Baron Fifth Avenue Growth Fund | Domino's Pizza Group PLC | Consumer Discretionary | Restaurants | Bull | London Stock Exchange | Capital-light, Consumer Discretionary, franchise expansion, market leader, market share gains, Master Franchisee, Pizza Delivery, royalties, UK | View Pitch |
| Apr 13, 2026 | Fund Letters | Biondo Investment Advisors | Domino's Pizza Group PLC | Consumer Discretionary | Restaurants | Bull | London Stock Exchange | asset-light, Consumer Discretionary, Equity, franchise expansion, market share gains, Master Franchisee, Pizza Delivery, UK Market Leader | 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. | ||||||||