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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Dec 31, 2025 | Clark Street Value | - | - | BHR, BRSL, FI, FSP, FWRD, FWRD. GDEN, GLIBA, GRBK, IOR, JEF, LNW, MCHB, MLCI CN, MREO, NLOP, NSTS, SEG, SOHOO, TURN | Capitalreturns, catalysts, distressed, specialsituations, value | The year-end review reflects a contrarian, special-situations-driven value approach amid significant underperformance versus the S&P 500. The portfolio focuses on distressed equities, REIT liquidations, take-privates, and idiosyncratic balance sheet mispricings where catalysts such as sales processes, buyouts, or capital returns can unlock value. Value investing is framed as lumpy and uncomfortable, with long-term success dependent on patience, downside analysis, and selective conviction rather than benchmark alignment. | TURN SOHOO LNW JEF FI GDEN FWRD BHR |
View |
| 2023 Q3 | Oct 10, 2023 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | FWRD, ITRN, MLKN, SMRT | - | View | ||
| 2023 Q3 | Sep 30, 2024 | Miller Howard Investments Infrastructure | 0.0% | 0.0% | CEG, CMCSA, FWRD | - | View | ||
| 2022 Q4 | Sep 2, 2023 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | ENS, FWRD, ISS DC, MEDP, VIP GR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | Pearu Põld | Forward Air Corp | Industrials | Air Freight & Logistics | Bull | NASDAQ | leverage, Logistics, Mna, turnaround, valuation | View Pitch |
| Nov 25, 2025 | Substack | Triples Investing | Forward Air | Industrials | Integrated Freight & Logistics | Bull | financial stabilization, Forward Air, Logistics, market perception, risk/reward, sale process, strategic review, transaction potential, undervalued, valuation | View Pitch | |
| Oct 3, 2025 | Value Investors Club | dman976 | Forward Air Corp. | Industrials | Air Freight & Logistics | — | NASDAQ | takeover, M&A, strategic alternatives, private equity, LTL, logistics, event-driven, activism | 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. | ||||||||