| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 8, 2026 | Kingdom Capital Advisors | 12.0% | 20.9% | AKA, BBGI, CCXI, CNR, CRMT, DDI, ELME, EVC, MAGN, NLOP, QVCGP, SRL, UNFI, VITL | Ad Tech, Broadcasting, Coal, real estate, small caps, special situations, value | SRL CCXI CNR EVC BBGI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 2, 2026 | Seeking Alpha | Seeking Alpha | Elme Communities | Real Estate | Real Estate Investment Trusts (REITs) | Bull | New York Stock Exchange | asset sales, interest rate risk, investment opportunity, Liquidation, multifamily properties, net asset value, office building valuation, performance-based bonuses, Real Estate, shareholder returns | View Pitch |
| Jan 16, 2026 | Value Investors Club | Rulon Gardner | Elme Communities | Real Estate | Residential REITs | Bull | New York Stock Exchange | Real-Estate, Residential-REIT, Event-Driven, Liquidation, Arbitrage, Cash-Return, Multifamily. | View Pitch |
| Jan 9, 2026 | Seeking Alpha | Seeking Alpha | Elme Communities | Real Estate | Real Estate Investment Trusts (REITs) | Bull | New York Stock Exchange | asset sales, Atlanta, Elme Communities, Liquidation, multifamily market, Real Estate, REIT, shareholder returns, Special dividend, Washington DC | View Pitch |
| Oct 6, 2025 | Value Investors Club | RulonGardner | Elme Communities | Real Estate | Residential REITs | — | NYSE | REIT, multifamily, liquidation, NAV discount, rerating | 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. | ||||||||