Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 10, 2024 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | AER, AMGN, BGC, BKRIF, BLKB, EAF, EXPI, FPH, HCC, NVDA, QCOM, ROKU, WBD | activism, Aviation, materials, small cap, technology, trading, value | NVDA represents almost 15% of the portfolio as the top holding. The manager sold NVDA call options that expire in June and are deep in the money, planning to deploy cash from covered calls over time as opportunities arise. | BGC AER EAF |
View |
| 2024 Q1 | May 4, 2024 | AMG Yacktman Fund | 7.5% | 7.5% | CNQ, CVX, DAR, EAF, EMBCF, FANG, GOOGL, HES, K, MSFT, NWSA, PEP, PG, PXD, SCHW, UHAL, VLO, XOM | Consumer Staples, energy, large cap, Media, technology, value | The energy sector had a strong first quarter with portfolio energy companies performing well. The thesis is based on a medium-term supply/demand imbalance and the shift to returning capital to shareholders. CNQ was Yacktman's first investment in the energy space in over a decade, followed by domestic exploration and production companies added in mid-2022. | BOL.PA K DAR CNQ.TO |
View |
| 2024 Q4 | Jan 27, 2025 | O’Keefe Stevens Advisory, Inc | - | - | AER, BGC, BKRIF, BYON, DFIN, EAF, FNMA, FNMAS, FPH, GLW, ICLTF, NVDA, QCOM, WBD | AI, Capital markets, E-Commerce, real estate, small caps, technology, value | Nvidia continues to face strong product demand that significantly outpaces supply, with competitive advantages widening through advanced GPU and data center infrastructure launches. The Blackwell GPU architecture introduced B100 and B200 data center accelerators with substantial performance gains for AI workloads, featuring enhanced tensor cores and memory bandwidth for faster AI model training and inference. | DFIN BYON |
View |
| 2023 Q4 | Jan 24, 2024 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | AER, AMGN, BGC, DFIN, EAF, FPH, HCC, ICLTF, LAZ, LIVE, LL, NVDA, QCOM, TSLA | AI, commodities, Concentration, Predictions, small caps, technology, value | AI became mainstream in 2023 with Nvidia appreciating over 200% as the fund's largest position. The manager notes AI's significant impact on technology sector performance despite cautious analyst commentaries. | EAF AER FPH |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | O'Keefe Stevens Advisory, Inc | Graftech International | Materials | Steel | Bear | NYSE | Commodity Cyclical, Electric Arc Furnace, European Exposure, Graphite Electrodes, Needle Coke, Steel, Value trap | View Pitch |
| Apr 13, 2026 | Fund Letters | O'Keefe Stevens Advisory, Inc | Graftech International Ltd. | Materials | Steel | Bull | NYSE | activist investor, Cyclical, Electric Arc Furnace, Graphite Electrodes, materials, Proxy Fight, Steel, turnaround, Value | View Pitch |
| Jan 22, 2026 | Twitter / X | @jupiters_string | GrafTech International Ltd. | Industrials | Bull | New York Stock Exchange | Arc, Coke, Eaf, Electrodes, Needle, Needle Coke, Payments, Steel | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $484,315 | 0.00% | 31,226 | +31,226 | +100.00% | 0.3158% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $1.2M | 0.00% | 79,104 | +79,104 | +100.00% | 0.8000% |
| Israel Englander | Millennium Management LLC | $233.2B | $6.8M | 0.00% | 438,696 | -155,877 | -26.22% | 4.4364% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.2M | 0.00% | 74,387 | +12,676 | +20.54% | 0.7523% |
| Bruce Kovner | Caxton Associates | $3.2B | $79,758 | 0.00% | 46,103 | +46,103 | +100.00% | 0.0520% |
| Louis Bacon | Moore Capital Management | $6.8B | $750,374 | 0.01% | 48,380 | -435,420 | -90.00% | 0.4893% |
| Donald Yacktman | Yacktman Asset Management | $7.1B | $15.5M | 0.22% | 998,475 | -70,463 | -6.59% | 10.0973% |
| Rich Handler | Jefferies | $19.3B | $157,395 | 0.00% | 10,148 | +10,148 | +100.00% | 0.1026% |