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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 8, 2026 | Curreen Capital | 22.3% | 5.2% | AAP, ENR.DE, FTDR, FTRE, GDOT, GETB.L, TNET, VFC | concentrated, Merger Arbitrage, small cap, special situations, spinoffs, turnaround, value | VFC ENR.DE GETB.L FTDR FTRE AAP |
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| 2026 Q2 | Jul 28, 2026 | Alluvial Capital Management | 4.9% | 8.3% | EACO, GDOT, GMS.L, GTX, MCB.L, MDR, TLN | Buybacks, Capital Allocation, energy, Europe, Microcap, Telecom, Turnarounds, value | View | ||
| 2025 Q4 | Feb 8, 2026 | Signia Capital Management | - | 35.0% | AESI, GDOT, METC, TBBK | catalysts, Coal, energy, Fintech, Microcap, Natural Gas, small cap, value | METC is a U.S.-based producer of metallurgical coal with low cost position versus competitors and growing production profile from 4m tons per year to upwards of 7m tons by 2028. The company has a significant rare earth project at Brook Mine in Wyoming with a PEA study indicating pre-tax NPV of approximately $1.2b, representing substantial embedded value that the market was mispricing. Atlas Energy Solutions is the lowest-cost producer and market share leader of frac sand in the Permian basin with cost advantages from in-basin location, high quality sand reserves, and unique distribution network including a 42 mile conveyor belt. The Dune Express conveyor system reduces trucking miles by 60-70% which lowers delivered costs and improves reliability. Green Dot is a fintech company and prepaid card services provider that underwent strategic review process and announced a two-part transaction. The company renewed a large contract with Wal-Mart extending the term from 2027 to 2033, removing a large overhang on the stock, and beat and raised guidance for three consecutive quarters. Atlas Energy Solutions provides distributed power solutions through its fleet of over 900 natural-gas powered generators typically used in remote energy and industrial applications. The company is targeting over 400 megawatts installed by year-end 2027 compared to around 240 megawatts today with potential market opportunity of 2,000 megawatts in the years ahead. | GDOT AESI METC |
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| 2024 Q2 | Jul 27, 2024 | Baron Small Cap Fund | 9.6% | 14.5% | ASGN, BWIN, CHRT, DAY, DKNG, ENDV, EWCZ, EXPO, FND, GDOT, GWRE, IBP, INSP, KNSL, LOAR, PLNT, SITE, SPT, TREX, VRT | Cloud, consumer discretionary, Data centers, healthcare, industrials, Rotation, small cap, technology | Vertiv Holdings Co, a leading provider of critical digital infrastructure for data centers, is positioned to benefit from AI-driven growth in data center spend. The company reported very strong results with orders up 60%, highlighting strong demand for its products in data center cooling and power management. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 24, 2026 | Substack | Toff Cap Monday Monitor | Green Dot Corporation | Financial Services | Fintech | Bull | New York Stock Exchange | bank holding company, Banking Services, Business-aaS market, financial services, Fintech, Green Dot Corporation, prepaid debit cards, Smith Ventures, strategic split, valuation upside | View Pitch |
| Mar 16, 2026 | Substack | Toff Cap Monday Monitor | Green Dot Corporation | Financial Services | Consumer Finance | Bull | New York Stock Exchange | banking, Business-as-a-Service, CommerceOne, Fintech, Green Dot Corporation, market share, Smith Ventures, spin-off, Strategic Transformation, valuation | View Pitch |
| Feb 21, 2026 | Fund Letters | Richard Beaven | Green Dot Corporation | Financials | Consumer Finance | Bull | New York Stock Exchange | Banking As A Service, Interim Ceo, strategic alternatives, takeover potential, valuation arbitrage | View Pitch |
| Jan 21, 2026 | Substack | Toff Cap Monday Monitor | Green Dot Corporation | Financial Services | Consumer Finance | Bull | New York Stock Exchange | bank holding company, Business-as-a-Service, CommerceOne, exclusivity agreement, Fintech, Green Dot Bank, shareholder value, spin-off, Strategic Transformation, valuation | View Pitch |
| Dec 2, 2025 | Substack | Toff Cap Monday Monitor | Green Dot Corporation | Financials | Credit Services | Bull | banking, CommerceOne, debt reduction, exclusivity agreement, Fintech, Green Dot, shareholder value, Smith Ventures, spin-off, strategic review | 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. | ||||||||