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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 28, 2026 | GreenWood Investors | - | - | GNS.L, IPCO.TO, JACK, LDO.MI, NXE, ODET.PA, UHR.SW | activism, Behavioral, Collaboration, global, Governance, turnaround, value | NexGen Energy progressed closer to federal approval for its world-class Arrow deposit and provided fantastic drill results from Patterson Corridor East. The company raised nearly $1 billion in fresh equity capital to be shovel ready for construction upon federal approval. International Petroleum Company's Blackrod project is coming online later in 2026 ahead of schedule and under budget. The company has self-funded a major greenfield oil project while simultaneously buying back 10% of its available free float per year. Genus received FDA approval for its porcine gene-edit for Porcine Reproductive and Respiratory Syndrome, which has the potential to eliminate a disease costing U.S. pig producers at least $1.2 billion per year. This prior free call option alone has the potential to 2-3x company operating profit over the next 5-7 years. Swatch remains the most intelligent way for investors to bet on the bright future of the premium and luxury watch industry. The company's recent impressive product launches underpin faith that it will capture a stabilized and improving Chinese consumer and make further inroads in the US market. Jack in the Box is a top 20 restaurant brand by sales that had seen its stock fall on hard times. The company can be re-energized through an increased focus on operational excellence, further digital and marketing innovation, and smart capital allocation. | JACK UHR SW GNS LN IPCO CN NXE |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
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| 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 |
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