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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 30, 2025 | Greystone Capital | 14.8% | 6.3% | APG, DR CN, KITS CN, NRP, SYZ CN | Compounding, Intrinsic Value, Patience, small caps, Valuations | The commentary focuses on small-cap equities as a long-term opportunity amid prolonged underperformance and depressed valuations. Management argues that quality small businesses continue to compound intrinsic value despite market neglect. Patience and focus are positioned as key advantages when small caps eventually regain investor attention. | DR CN KITS CN SYZ CN APG NRP |
View |
| 2024 Q4 | Feb 10, 2025 | River Oaks Capital | - | 23.9% | BFCC, BOC, CRMT, CZBS, DR CN, FTLF, IVFH, RRR-U CN, TRUX | - | View | ||
| 2023 Q3 | Oct 31, 2023 | Greystone Capital | 8.0% | 16.0% | BELFB, DR CN, IDT, POL, SENEA | - | View | ||
| 2024 Q2 | Aug 20, 2024 | River Oaks Capital | 0.0% | 5.1% | BEBE, BFCC, BOC, CRMT, CZBS, DR CN, FTLF, GFP CN, GLXZ, LRFC, NICK, RRR-U CN, TRUX | - | View | ||
| 2024 Q2 | Jul 26, 2024 | Greystone Capital | 8.0% | 16.0% | APG, BELFA, DR CN, LMB, SYZ CN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Daniel Smoak | Medical Facilities Corporation | Health Care | Health Care Facilities | Bull | New York Stock Exchange | asset sales, buybacks, Hospitals, shareholder yield, undervalued | View Pitch |
| Jan 27, 2026 | Fund Letters | Adam Wilk | Medical Facilities Corporation | Health Care | Health Care Facilities | Bull | New York Stock Exchange | buybacks, cashflow, Demographics, Hospitals, valuation | View Pitch |
| Dec 6, 2025 | Fund Letters | Adam Wilk | Medical Facilities Corp. | Health Care | Medical Care Facilities | Bull | NYSE | acquisition, cashflow, divestiture, Margins, Surgery | 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. | ||||||||