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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q4 | Jun 30, 2021 | The Olstein Strategic Opportunities Fund | - | - | AGCO, BRC, GBX, GHM, GNRC, GTES, IIVI, IR, IVZ, JLL, JOUT, KLIC, KTB, LFUS, MHK, MIDD, RBC, REYN, SEAS, TKR, TPG, UFPT, WCC, WGO, ZBRA | free cash flow, Quality, Recovery, small caps, undervaluation, value | View | ||
| 2024 Q1 | Apr 27, 2024 | White Brook Capital | 0.0% | 6.5% | AFYA, BLDR, GBX, GPRE, KAR, KNX, LTH, PETQ, PTLO, RILY | consumer, healthcare, Pet Care, small caps, Trade Down, value | The manager sees pet care as benefiting from aging pet populations requiring more medications and supplements, while less affluent consumers trade down to cost-effective products like PetIQ's offerings. The company benefits from pets' continued existence rather than just initial purchases, with supplements becoming their largest business segment. | PETQ |
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| 2023 Q3 | Oct 20, 2023 | White Brook Capital | 0.0% | 6.5% | AFYA, BLDR, BOX, GBX, KNX, MOS, U | Autos, Homebuilders, interest rates, Rail Equipment, small caps, value | Manager believes small and midcap stocks are very attractive for long term capital and systemically penalized by recession fears despite better outcomes becoming more probable. Small companies are newly competitive against larger peers as supply chain pressures have receded. | BLDR DFGBX |
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| 2021 Q3 | Oct 10, 2021 | The Sound Shore Fund | -3.7% | - | AMD, AMZN, BBBY, BHG, CASI, CCI, CRUS, EGHT, EVRG, GBX, GOOGL, LPX, MBIO, META, NSC, SAVA, SPY, TCS, UPWK, VRTX, VST, XOM | Cash, dividends, energy, inflation, Insider Trading, oil, Stagflation, Utilities | EVRG |
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| 2022 Q3 | Apr 11, 2022 | White Brook Capital | 0.0% | 6.5% | BOX, GBX, ITRI, KAR | - | View | ||
| 2024 Q4 | Jan 27, 2025 | White Brook Capital | - | - | AFYA, BLDR, BOX, DNUT, GBX, GPRE, INFU, KAR, LTH, MOS, OKTA, PTLO, RPID, W | Brazil, Fertilizers, Food, healthcare, Housing, mid cap, technology, value | Two portfolio companies have significant Brazilian operations affected by currency devaluation of over 25% in 2024. Brazilian government passed fiscal measures reducing spending in late 2024, and currency pressures have abated. The manager expects significant returns if Brazil's currency stabilizes or improves versus the dollar. | View | |
| 2023 Q4 | Jan 25, 2024 | White Brook Capital | 0.0% | 6.5% | AFYA, BLDR, GBX, GPRE, MOS, RILY | AI, Biofuels, commodities, Fertilizers, Homebuilders, mid cap, private credit, value | Manager expresses skepticism about AI valuations and implementation challenges. Discusses unresolved issues around data utility, monetization models, and the gap between investment levels and practical effectiveness. Notes that current AI applications like Microsoft Copilot are expensive to develop and poor value for money. | RILY GPRE IMOS BLDR |
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| 2022 Q4 | Jan 25, 2023 | White Brook Capital | 0.0% | 6.5% | BOX, GBX, MOS, RILY | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 13, 2025 | Seeking Alpha | Zoltan Ban | Greenbrier Companies | Industrials | Railroads | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $8.9M | 0.02% | 189,366 | -196,728 | -50.95% | 0.4940% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $3.0M | 0.00% | 65,184 | +57,924 | +797.85% | 0.1701% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $16.0M | 0.02% | 343,358 | +221,420 | +181.58% | 0.8958% |
| Israel Englander | Millennium Management LLC | $233.2B | $10.1M | 0.00% | 217,154 | -40,152 | -15.60% | 0.5665% |
| Murray Stahl | Horizon Kinetics | $7.4B | $406,638 | 0.01% | 8,700 | +350 | +4.19% | 0.0227% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $642,161 | 0.00% | 13,739 | -11,147 | -44.79% | 0.0358% |
| Cliff Asness | AQR Capital Management | $190.6B | $6.5M | 0.00% | 139,852 | +32,977 | +30.86% | 0.3649% |
| Bruce Kovner | Caxton Associates | $3.2B | $1.3M | 0.04% | 21,570 | +0 | +0.00% | 0.0734% |
| Mario Gabelli | GAMCO Investors | $10.4B | $7.0M | 0.07% | 149,200 | +4,000 | +2.75% | 0.3892% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $389,682 | 0.05% | 7,608 | +2,029 | +36.37% | 0.0218% |