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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 31, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | AUR, BLN.TO, CGNX, CLAR, CLW, ENS, ENVX, ETD, GTLS, HQI, INTT, ITI, KRNT, LMB, MEG, NVEE, SWIM, THRY, XMTR, YOU | Election, Long/Short, Manufacturing, Rate Cuts, small caps, technology | Small cap equities were prime beneficiaries of the risk-on sentiment shift following Fed rate cuts and Trump assassination attempt. The fund focuses on small cap investments with Russell 2000 benchmark and weighted average market cap of $1.4 billion for Select Opportunities portfolio. | XMTR |
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| 2024 Q2 | Jul 25, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BLBD, BLN, CGNX, COHR, ENVX, ETD, HEES, INTT, ITI, KRNT, LMB, LWLG, NVEE, PRIM, RELL, SWIM, TGLS, THRY, WEAV | AI, Long/Short, small caps, technology, turnaround, value | The manager believes the current AI hype cycle is coming to an end as investors notice actual revenue from AI is minimal relative to enormous capital equipment investment. OpenAI forecasts only $3.4 billion in 2024 revenue while over $100 billion has been spent on data center capex in the past 12 months. The AI industry needs time to digest this massive investment. | KRNT |
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| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | AES, AGO, AGRO, AM, BCC, BCE, BK, CAG, CAH, CHRD, CNP, CSCO, D, DCP, EME, EMN, ENB, ENLC, EPD, ETD, EVR, EXR, FFBC, FULT, GS, HCA, JHG, JNJ, JPM, KEY, KFY, KNF, LBRT, LNG, LYB, MATX, MDU, MED, MEI, MPC, MSFT, MSM, NGG, NSP, NVDA, OMAB, OMF, POR, PPL, PSX, QCRH, RRC, RY, SBAC, SLP, SO, SUN, UGI, UHT, VLO, VST, WINA, WMB | dividends, energy, income, technology, Utilities, value, volatility | The letter extensively analyzes dividend-paying tech stocks versus non-payers, finding high-dividend tech stocks outperformed when excluding the internet bubble period. Miller/Howard focuses on companies with strong dividend coverage and growth potential, with their Income-Equity strategies yielding 3.5-3.7% and positioned for dividend growth throughout market cycles. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 28, 2025 | Seeking Alpha | Seeking Alpha | Ethan Allen Interiors | Furnishings, Fixtures & Appliances | Bull | cash reserves, Competitive Advantage, Ethan Allen Interiors, home furnishings, industry challenges, investment thesis, North American manufacturing, recession, tariffs, valuation | 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 |
|---|---|---|---|---|---|---|---|---|
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $1.9M | 0.00% | 81,608 | -21,296 | -20.70% | 0.3153% |
| Israel Englander | Millennium Management LLC | $233.2B | $4.7M | 0.00% | 206,945 | +137,566 | +198.28% | 0.7994% |
| Jeremy Grantham | GMO LLC | $39.1B | $395,429 | 0.00% | 17,313 | -4,400 | -20.26% | 0.0669% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.6M | 0.00% | 69,196 | +60,387 | +685.51% | 0.2673% |
| Cliff Asness | AQR Capital Management | $190.6B | $4.3M | 0.00% | 186,463 | +41,513 | +28.64% | 0.7203% |
| Mario Gabelli | GAMCO Investors | $10.4B | $577,852 | 0.01% | 25,300 | +0 | +0.00% | 0.0977% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $1,279 | 0.00% | 56 | +56 | +100.00% | 0.0002% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $1.8M | 0.22% | 66,015 | +17,613 | +36.39% | 0.3093% |