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 Q1 | May 16, 2024 | 1 Main Capital | 4.0% | 11.3% | BFIT NA, CZR, ENZ | - | View | ||
| 2023 Q3 | Nov 11, 2023 | 1 Main Capital | 4.0% | 11.3% | ENZ, SP | - | View | ||
| 2024 Q4 | Feb 14, 2025 | 1 Main Capital | -2.8% | 8.2% | ENZ, IWG LN, SUP | - | View | ||
| 2023 Q4 | Jan 25, 2024 | Laughing Water Capital | 2.5% | 11.1% | APG, CDMO, ENZ, HGV, LFCR, LMB, NN, THRY, VNDA, VTY LN | - | View | ||
| 2024 Q4 | Jan 21, 2025 | Kingdom Capital Advisors | 2.1% | 18.3% | ENZ, GLXZ, HCC, MAGN, NLOP, SUP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | Twitter / X | @ragingbullcap | Enzo Biochem, Inc. | Health Care | Life Sciences Tools & Services | Bull | OTC | cash, Couple, Els, NOLs, OTC, Valuing, Valuing Els, Worth | 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. | ||||||||