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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 8, 2024 | Middle Coast Investing | 0.0% | 0.0% | ATRO, GOGO, LULU, MTTR, PGR, SJM | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Madison Small Cap Fund | 4.0% | 22.2% | AMN, FROG, GOGO, KN, MEDP, VFC, WSC | - | View | ||
| 2025 Q3 | Oct 2, 2025 | Middle Coast Investing | - | - | AL, AVGO, BHF, CPAY, ECG, FILA IM, GOGO, GOOG, HI, LULU, LYFT, PGR, TFSL, TRIP | AI, Alphabet, Automation, Broadcom, M&A | The letter focuses on opportunistic value investing driven by company-specific fundamentals rather than macro forecasts. Mispricing created by fear, forced selling, or neglect is seen as the primary source of return. Patience and independent thinking are central to the process. | AL US TFSL US BHF US HI US GOGO US CORP US |
View |
| 2023 Q3 | Oct 15, 2023 | Madison Small Cap Fund | 6.3% | 17.2% | 0K24 LN, AWI, BBCP, FROG, GOGO, HAYW, MGNI, NEWR, OLLI | - | View | ||
| 2025 Q4 | Jan 9, 2026 | Middle Coast Investing | 2.7% | 16.9% | AAPL, ABM, AER, AMZN, APOG, ATKR, ATRO, AVGO, BHF, CCK, COF, CPAY, ECG, FG, GOGO, GOOG, HI, HNI, HURC, LULU, LYFT, MLKN, OMAB, PAGS, PGR, PTLO, SCHW, TRIP, WS | Bottom-up, Cash, Defensive, Office Furniture, risk management, value | Manager emphasizes bottom-up investing approach, looking for companies that will do better in years ahead when stocks are priced attractively. Seeks good companies at fair prices to protect against market struggles while avoiding missing big years. Primary goal is to avoid blowing up and survive through bad times. Uses rules like not buying whole positions at once, demanding 50% upside, watching leverage, and knowing when to double down. Maintains defensive portfolio positioning. Decade-long investment theme in office furniture companies including Kimball International, Steelcase, and HNI Corporation. Believes return to office theme hasn't played out but might be soon, with order growth showing improvement across major players. | View | |
| 2023 Q2 | Aug 16, 2023 | Bronte Capital Amalthea Fund | -3.7% | 0.0% | GNS LN, GOGO, REGN | - | View | ||
| 2023 Q2 | Jul 18, 2023 | LVS Advisory – Defensive | 0.0% | 4.4% | ADBE, ENB, GOGO, IBKR, MA, PSX | - | View | ||
| 2024 Q4 | Jan 27, 2025 | Buckley Capital | 1.5% | 2.0% | AAPL, BFIT NA, DNTL CN, GOGO, IWG LN, TSLA, XPOF | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2025 | Short Thesis | Bleecker Street | Gogo Inc | Communication Services | Alternative Carriers (In-Flight Connectivity) | Bear | NASDAQ | 5G, Airlines, Competition, debt, Inflight internet | 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. | ||||||||