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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | May 17, 2025 | VH Standard Asset Management | - | - | ALTM, ALTR, APO, AZPN, BECN, BRDG, COF, DFS, DNB, EDR, ESGR, HCP, HEES, HHH, HRI, JNPR, JWN, K, PDCO, PLYA, RDFN, RDUS, SWTX, TURN, WBA | Capital markets, M&A, Merger Arbitrage, risk management, volatility | The manager expects M&A activity to pick up significantly, leading to increased overbids and excess returns. Current environment shows minimal overbids, quiet go-shops, and subdued optimism, but historical patterns suggest this will revert to more competitive conditions similar to the 1980s merger boom. | View | |
| 2023 Q3 | Nov 10, 2023 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | AZPN, BKI, CASY, CCK, CLH, DOCS, EDR, ETSY, KEYS, NE, PCTY, PINS, PXD, RE, RJF, SPLK, VRT, WSC | Data centers, energy, growth, industrials, mid cap, value | Vertiv, a leader in power and thermal management for data centers, was the top performer driven by strong AI-related demand. The company benefits from improved margins and strong free cash flow generation, with long-term prospects enhanced by AI buildouts increasing demand for liquid-cooling products. | PINS AD8 AU|ARB AU|BAP AU|CAT AU|DHG AU|PME AU|PNI AU|RDX AU|TNE AU CASY MELI|NFLX|ORCL|TCOM|VRTX|YUMC |
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| 2024 Q3 | Oct 31, 2024 | VH Standard Asset Management | - | -0.8% | CPRI, CTLT, EDR, ESGR, FYBR, GBNY, HCP, HES, JNPR, K, MGRC, MNTX, RCM, SMAR, SRCL, SRDX, VBFC | Deal Analysis, diversification, insurance, M&A, Merger Arbitrage, risk management | The fund is positioned across multiple merger arbitrage transactions in the healthcare sector, including deals like CTLT and other healthcare-related M&A activity. The manager discusses the strong success rate of insurance company transactions and analyzes deal-level risk across various sectors including healthcare. | ESGR |
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| 2023 Q3 | Aug 11, 2023 | Jackson Peak Capital | 9.9% | 0.0% | ATVI, EDR, ENZ, HAYW, LESL, NVDA, SAVE, VRT | AI, interest rates, Long/Short, Merger Arbitrage, real estate, special situations, technology | Manager remains bullish on AI tailwind but trimmed exposure during Q3 amid peak optimism. Portfolio retains exposure to names with direct operations in this AI cycle stage. Vertiv contributed significantly as it serves thermal management in rapidly constructed AI data centers. | LESL ATVI MELI|NFLX|ORCL|TCOM|VRTX|YUMC |
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| 2023 Q4 | Aug 2, 2024 | Jackson Peak Capital | 9.9% | 0.0% | ATVI, EDR, ENZ, HAYW, LESL, NVDA, SAVE, VRT | AI, interest rates, Long/Short, Merger Arbitrage, rates, special situations, technology | Manager remains bullish on AI tailwinds but trimmed exposure during Q3 amid peak optimism and market crowding. Portfolio retains exposure to companies with direct operations in the AI cycle, particularly data center thermal management. Will look to add back other AI beneficiaries when positioning is less crowded. | EDR LESL ATVI MELI|NFLX|ORCL|TCOM|VRTX|YUMC |
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| 2023 Q2 | Jul 15, 2023 | Merion Road Capital | 5.4% | 11.2% | CIR, DSGR, EDR, TKO | Distribution, Entertainment, Industrial, M&A, small caps, value | Manager invested in Endeavor Group Holdings which owns UFC and is merging with WWE to form TKO Group Holdings. Believes live sports value will continue to grow and sees early innings for UFC growth with potential for improved WWE monetization. | DSGR EDR |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Jackson Peak Capital | Endeavor Group Holdings | Communication Services | Entertainment | Bull | NYSE | entertainment, Equity, Event-driven, Holding Company Discount, Special situations, Sports Media, strategic alternatives, take-private | View Pitch |
| Apr 28, 2026 | Fund Letters | Merion Road Capital | Endeavor Group Holdings | Communication Services | Entertainment | Bull | NYSE | conglomerate, entertainment, Events Management, live sports, Media rights, sports, Sum-of-parts, Talent Agency, UFC, value unlock, WWE | View Pitch |
| Oct 6, 2025 | Value Investors Club | bulldog2013 | eDreams ODIGEO | Materials | Hotels, Resorts & Cruise Lines (Online Travel) | — | Bolsas y Mercados Españoles (Madrid) | Prime, subscription, OTA, Europe, EBITDA, FCF, buybacks, penetration, churn, Booking, Expedia | 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. | ||||||||