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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Clark Street Value | - | -3.6% | ACR, ATHA, CKX, CMCT, CRGX, DNB, EHAB, ELEV, ENZ, EPIX, GRBK, HHH, HLVX, IGT, IKNA, INBX, IOR, KRON, KROS, LMNR, ME, MREO, MURA, NSTS, PARR, RPTX, SEG, SHCO, THRD | activism, catalysts, Event-Driven, liquidation, special situations | The portfolio review centers on special situations such as liquidations, strategic alternatives, spinoffs, and activist-driven outcomes. The manager focuses on downside-protected setups where cash, assets, or catalysts limit risk. Event-driven value is positioned as attractive amid broad market overvaluation. | IGT EHAB SHCO NSTS IOR CKX THRD RPTX MURA EPIX ATHA |
View |
| 2024 Q4 | Dec 31, 2024 | Clark Street Value | - | -6.4% | ACR, ALVR, ATHA, AVTE, CKX, CMCT, EHAB, ENZC, EPIX, HHH, HLVX, HMST, IKNA, INBX, LMNR, SEG MM | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Curreen Capital | 9.0% | 18.5% | AAP, CACC, EHAB, ENR GR, FTDR, FTRE, GETB LN, KTB, PLX FP, THNC CN, VFC | cash flow, Health Care, small caps, turnaround, value | The fund gained 9%, focusing on smaller turnaround and value situations like Kontoor Brands and Fortrea. Managers emphasize disciplined capital allocation, strong cash generation, and improving healthcare fundamentals despite regulatory headwinds. The portfolio reflects bottom-up conviction in underappreciated growth and restructuring stories. | FTRE THNC CN GETB GB KTB ENH FTRE THNC CN GETB GB KTB ENH |
View |
| 2024 Q2 | Jul 23, 2024 | Curreen Capital | 0.9% | 1.9% | ADV, CACC, DND CN, EHAB, FTDR, GETB LN, NILB SS, SOLV, VFC | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Curreen Capital | -4.7% | -4.7% | AAP, CACC, EHAB, ENR GR, FTDR, GETB LN, HAVAS NA, NILB SS, VFC | - | View | ||
| 2022 Q4 | Jan 31, 2023 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ADEA, AIMC, ASC, CALM, DBI, EHAB, SAF, VVI, XPER | - | View | ||
| 2024 Q4 | Jan 17, 2025 | Curreen Capital | 5.7% | 7.7% | AAP, CACC, EHAB, ENR GR, GETB LN, JXN, KAMBI SS, NILB SS, VFC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Pearu Põld | Enhabit, Inc. | Health Care | Health Care Services | Bull | NYSE | deleveraging, Home-Health, Hospice, Reimbursement, spinoff | 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. | ||||||||