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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Riverwater Sustainable Value Strategy | - | - | COOP, ECG, GFF, LMNR, MSA | Governance, Resilience, responsibility, stakeholders, sustainability | The letter positions responsible investing as a source of competitive advantage rather than constraint. Management links stakeholder-focused behavior to better long-term financial outcomes and resilience. Sustainability is framed as integral to quality and risk management. | MSA GFF LMNR ECG |
View |
| 2024 Q1 | May 22, 2024 | Buckley Capital | 4.8% | 0.5% | CC, CSY CN, GFF, IWG, NGVT | - | View | ||
| 2023 Q4 | Feb 27, 2024 | Voss Value Fund | 19.4% | 19.2% | GFF, RCM | - | View | ||
| 2023 Q3 | Nov 22, 2023 | Immersion Investment Partners | 9.6% | 9.6% | BELF, CELH, GFF | - | View | ||
| 2023 Q3 | Oct 25, 2023 | Buckley Capital | 4.8% | 0.5% | DNTL CN, GFF, LNW | - | View | ||
| 2023 Q1 | Aug 5, 2023 | Greystone Capital | 8.0% | 16.0% | B4F GR, GFF, POL, SYZ CN | - | View | ||
| 2023 Q2 | Jul 31, 2023 | Buckley Capital | 4.8% | 0.5% | DNTL CN, GFF, MRL LN, NGMS, XPOF | - | View | ||
| 2023 Q4 | May 2, 2024 | Buckley Capital | 4.8% | 0.5% | AAPL, DNTL CN, GFF, GSY, IWG LN, XPOF | - | View | ||
| 2022 Q4 | May 2, 2023 | Greystone Capital | 8.0% | 16.0% | APG, BSFFF, EDR SM, GFF, IDT, POL, RICK | - | View | ||
| 2023 Q4 | Feb 27, 2024 | Voss Value Offshore Fund | 7.4% | 8.9% | GFF, RCM | - | View | ||
| 2023 Q4 | Feb 2, 2024 | Immersion Investment Partners | 9.6% | 9.6% | EDR SM, GFF, PBPB | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Adam Peck | Griffon Corporation | Industrials | Building Products | Bull | New York Stock Exchange | brands, Building, Doors, Homecenter, Margins | 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. | ||||||||