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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 9, 2025 | Maple Tree Capital – Heartwood | -18.0% | -18.0% | ASO, CRWD, DNUT, EA, LYFT, RDDT, UEC | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Macquarie Large Cap Growth Fund | -7.0% | -7.0% | EA, ICE, IDXX, V | - | View | ||
| 2025 Q4 | Feb 20, 2026 | VH Standard Asset Management | 1.3% | 14.8% | EA, EXAS, JAMF, KVUE, NSC, QRVO, SGOV, WBD | AI, Capital markets, Deregulation, M&A, Merger Arbitrage, Onshoring, Regulatory, Spreads | The merger arbitrage landscape has shifted meaningfully with spreads becoming less efficient due to capital leaving the space during tough regulatory years. The pendulum for regulators has swung toward being more favorable for M&A activity, creating opportunities for those positioned to take advantage. Tariffs and the current U.S. administration's goals are creating a monumental shift in the global economy. Onshoring and supply chain re-optimization will create new winners and losers as companies adapt to changing trade dynamics. AI is viewed as the biggest catalyst to be let loose into economies, creating a sea of change. This technological shift is expected to drive significant transformation across industries and create new investment opportunities. | View | |
| 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 | |
| 2025 Q3 | Oct 20, 2025 | Davenport Core Leaders Fund | 3.2% | - | EA, NVDA, NVO | Artificial Intelligence, healthcare, Large Caps, Robotics, technology | The funds performance was driven by large-cap technology names like NVIDIA, Alphabet, and Apple benefiting from ongoing AI investment cycles. The managers maintained an underweight in the Magnificent 7 for valuation and risk reasons while adding to Intuitive Surgical, citing long-term growth in robotic-assisted healthcare. Despite lagging the S&P 500, the fund remains focused on disciplined capital allocation and steady compounders. | NVO NVDA |
View |
| 2025 Q4 | Jan 21, 2026 | Harbor Mid Cap Value Fund | 4.1% | 16.0% | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value | The fund maintains its disciplined value investment approach, seeking high-quality, profitable companies that generate cash, pay dividends, and repurchase shares. Mid- and small-cap value stocks continue to trade at attractive multiples despite strong relative performance. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins for technology holdings. AI-related technology stocks may appear priced to perfection, but the fund continues to identify opportunities among mid-cap value stocks. The fund seeks companies that repurchase shares, viewing aggressive stock buybacks positively. Several holdings including General Motors, Garrett Motion, and EnerSys have been aggressively buying back stock. | AMKR EA ENS GTX |
View |
| 2023 Q1 | Apr 22, 2023 | Mayar Capital | 7.7% | 9.6% | 9627 JP, BFAM, BNR GR, CFR SJ, DAN SW, DBX, EA, HLCL LN, HOME SM, HWDN LN, JNJ, PYPL, RITN GR, UN SW, WIX LN | - | View | ||
| 2023 Q4 | Jan 16, 2024 | Mayar Capital | 7.7% | 9.6% | 7974 JP, 9627 JP, AHT LN, BN FP, DBX, EA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Josef Lakonishok | Electronic Arts Inc. | Communication Services | Interactive Home Entertainment | Bull | NASDAQ | acquisition, Exits, Takeout, valuation, Video games | 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. | ||||||||