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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 4, 2026 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | AROC, BE, BTSG, COHR, DY, ESAB, ESTA, EXR, GH, HIMS, ITRI, KKR, PJT, PRKS, RBA, RMBS, VRNS, WWD | aerospace, AI, cyclicals, growth, healthcare, Onshoring, small cap, technology | The AI investment cycle accelerated notably in 2025 and is expected to continue driving the market early in 2026. Bottlenecks from power supply availability remain a key gating factor to bring new computing capacity online. Despite widespread calls that AI stocks are in bubble territory, the managers hold a balanced view and believe investor skepticism may prove supportive of a prolonged investment cycle. Healthcare remains the largest sector in the US with total expenditures reaching $5 trillion and accounting for 17.7% of GDP. The sector has been working off excesses from the COVID-19 pandemic but shows reasons for optimism including increased M&A activity and more favorable valuations. Interest in healthcare stocks could see a resurgence once investors are comfortable with policy and regulatory overhangs. Aerospace stocks have largely outperformed as production challenges at two global aircraft manufacturers have led to sustained increases in high-margin aftermarket parts and services. With manufacturers finally resolving longstanding production issues, original equipment exposed stocks could potentially outperform aftermarket-exposed stocks as aircraft production rates ramp up. Re-shoring and factory automation are expected to emerge as key themes driving broader capital spending in 2026. This represents a significant shift in manufacturing and investment patterns as companies bring operations back to the United States. | View | |
| 2025 Q4 | Feb 12, 2026 | Davis Real Estate Fund | 0.0% | -5.7% | AMT, ARE, AVB, BRX, BXP, CPT, CUZ, DEI, DLR, EQIX, EXR, GPOR.L, HPP, MAA, PLD, REXR, SHO, VTR, WELL | AI, Data centers, Passive flows, Performance, real estate, REITs, valuation | Fund focuses on real estate investment trusts across multiple sectors including senior housing, apartments, office, industrial, and life sciences. Performance was impacted by passive flows favoring larger companies and sector rotation dynamics. The fund maintains overweight positions in apartments and office while being underweight in senior housing. AI demand driving unprecedented data center space requirements with holdings in Digital Realty and Equinix benefiting from recent leasing deals. Risks include power availability constraints, transmission limitations, and potential technology disruption that could reduce data center demand over time. | DLR EQIX PLD ARE WELL |
View |
| 2023 Q3 | Sep 30, 2023 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | AIG, CAT CB, EXR, FANG | - | View | ||
| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | CAG, EMN, EPD, EXR, KEY, MSM, PSX, RY | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| Marc Rowan | Apollo Global Management | $10.6B | $38.2M | 0.36% | 293,720 | +293,720 | +100.00% | 0.1184% |
| Chris Davis | Davis Selected Advisers | $22.2B | $3.6M | 0.02% | 27,955 | -82,155 | -74.61% | 0.0113% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $6.6M | 0.01% | 50,986 | -32,217 | -38.72% | 0.0205% |
| Israel Englander | Millennium Management LLC | $233.2B | $51.1M | 0.02% | 392,329 | +110,556 | +39.24% | 0.1581% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $1.3M | 0.00% | 10,095 | +0 | +0.00% | 0.0041% |
| Cliff Asness | AQR Capital Management | $190.6B | $112.8M | 0.06% | 866,198 | -642,326 | -42.58% | 0.3491% |
| Rich Handler | Jefferies | $19.3B | $1.2M | 0.01% | 9,414 | +5,074 | +116.91% | 0.0038% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $24,716 | 0.00% | 189 | +3 | +1.61% | 0.0001% |