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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 10, 2025 | Askeladden Capital Partners, LP | - | - | A LOT, AGIH, BELFA, FC, FTLF, GO | Artificial Intelligence, edge, productivity, research efficiency, technology | The letter focuses on artificial intelligence as a transformational productivity tool reshaping the investment process. Management argues AI creates a structural edge by expanding research depth and speed without replacing human judgment. The outlook sees AI adoption as a durable competitive advantage. | ALOT FC FTLF BELFB GO |
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| 2025 Q1 | May 2, 2025 | Greystone Capital | -7.9% | -7.9% | BFIT NA, FC, LNF CN, NRP, XPOF | - | View | ||
| 2022 Q4 | Mar 28, 2023 | Adestella Investment Management | 11.4% | -14.7% | DASH, DKNG, FC, OTLY, SNOW | - | View | ||
| 2025 Q4 | Jan 24, 2026 | Greystone Capital | 0.3% | 2.8% | APG, BEL, DR.TO, FC, FOUR, KITS.TO, LMB, LNF.TO, LSPD.TO, NRP, SQ, SYZ, TOST, VYX | Buybacks, Coal, concentrated, E-Commerce, payments, small caps, value | Natural Resource Partners continues to benefit from global coal consumption reaching record highs of 8.8 billion tons in 2025. The royalty business model provides exceptional durability through various pricing environments while avoiding ongoing capital expenditures and high operating costs. KITS Eyecare represents a vertically integrated direct-to-consumer eyecare model with strong unit economics. The company has achieved product/market fit with favorable CAC/LTV ratios and continues to take share from traditional optometry and less integrated online competitors. Shift4 Payments operates as an integrated end-to-end payments business with deep industry knowledge across hospitality, restaurant, and stadium verticals. The company owns the gateway layer and full payment stack, enabling higher margins and stronger customer retention than commodity payment processors. Medical Facilities Corp has repurchased over 20% of shares outstanding through tender offers and open market purchases, reducing total shares by nearly 40% over four years. Management demonstrates disciplined capital allocation focused on maximizing per-share value. | FOUR DR CN APG KITS CN NRP |
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| 2023 Q1 | Apr 18, 2023 | Tourlite Capital Management | 4.5% | 13.8% | FC, FTAI, GLOP, VRRM | - | View | ||
| 2023 Q2 | Jan 7, 2023 | Immersion Investment Partners | 9.6% | 9.6% | BFIT NA, FC, IDT, MPAA, PBPB | - | View | ||
| 2023 Q4 | Jan 2, 2024 | Greystone Capital | 8.0% | 16.0% | APG, BELFA, CURN, FC, LMB, SENEA, SYZ CN, THRY | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | Samir Patel | Franklin Covey Co. | Health Care | Education Services | Bull | NYSE | Asset_light, Free_cash_flow, Human_capital, Recurring_revenue, Subscription | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Grassroots Trading | Franklin Covey Co. | Health Care | Education & Training Services | Bull | NYSE | — | 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. | ||||||||