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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Clark Street Value | - | -3.6% | ACR, ATHA, CKX, CMCT, CRGX, DNB, EHAB, ELEV, ENZ, EPIX, GRBK, HHH, HLVX, IGT, IKNA, INBX, IOR, KRON, KROS, LMNR, ME, MREO, MURA, NSTS, PARR, RPTX, SEG, SHCO, THRD | activism, catalysts, Event-Driven, liquidation, special situations | The portfolio review centers on special situations such as liquidations, strategic alternatives, spinoffs, and activist-driven outcomes. The manager focuses on downside-protected setups where cash, assets, or catalysts limit risk. Event-driven value is positioned as attractive amid broad market overvaluation. | IGT EHAB SHCO NSTS IOR CKX THRD RPTX MURA EPIX ATHA |
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| 2025 Q4 | Dec 31, 2025 | Clark Street Value | - | - | BHR, BRSL, FI, FSP, FWRD, FWRD. GDEN, GLIBA, GRBK, IOR, JEF, LNW, MCHB, MLCI CN, MREO, NLOP, NSTS, SEG, SOHOO, TURN | Capitalreturns, catalysts, distressed, specialsituations, value | The year-end review reflects a contrarian, special-situations-driven value approach amid significant underperformance versus the S&P 500. The portfolio focuses on distressed equities, REIT liquidations, take-privates, and idiosyncratic balance sheet mispricings where catalysts such as sales processes, buyouts, or capital returns can unlock value. Value investing is framed as lumpy and uncomfortable, with long-term success dependent on patience, downside analysis, and selective conviction rather than benchmark alignment. | TURN SOHOO LNW JEF FI GDEN FWRD BHR |
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| 2022 Q4 | Dec 31, 2022 | Clark Street Value | - | -35.3% | 2248031D, ACR, ADES, ARGO CN, BBXIA, BLYQ, DBRG, DMS IN, GRBK, HHC IN, JXN, LMPX, MREO, NXDT, PARR, PFSW IN, RADI, RBCN, SNDA, TCI, TPFG LN, WMC IN | - | View | ||
| 2023 Q4 | Dec 29, 2023 | Clark Street Value | - | 38.5% | 35OB GR, ACR, AVRO, BANC, CCIFU, CKX, CYT, DBRG, ESPR, FHN, FIXX, GRBK, GRPH, HHH, HMST, JXN, KNTE, MANU, MBI, MRC, MREO, NXDT, PARR, PIRS, SIOX, TCI | - | View | ||
| 2022 Q4 | Dec 1, 2023 | Moon Capital Management | 0.0% | 23.0% | ABBV, CI, DVA, GRBK, LGIH, MCK | - | View | ||
| 2022 Q3 | Oct 19, 2022 | Greenlight Capital | 1.1% | 9.0% | AAWW, CC, CEIX, CHNG, GRBK, INSW, PLBY, TWTR, WBD | - | View | ||
| 2024 Q3 | Oct 15, 2024 | Greenlight Capital | 1.1% | 9.0% | GRBK, NBSE MM, NWG, ODP, RYA ID | - | View | ||
| 2025 Q3 | Oct 14, 2025 | Greenlight Capital | -3.6% | 0.4% | COYA, EIX, GRBK, KD, LXS GR, PCG, TECK | AI, Bubble risk, energy, Utilities, valuation | Greenlight critiques the AI investment mania, arguing trillion-dollar spending plans lack financial grounding. The fund remains cautious on equity valuations and warns of potential capital destruction similar to past bubbles. Holdings like Pacific Gas & Electric and Teck Resources reflect contrarian positioning in undervalued and energy-related names. | View | |
| 2025 Q4 | Jan 20, 2026 | Greenlight Capital | 8.5% | 9.0% | AR, BHF, CNH, DECK, FLR, GPK, GPN, GRBK, HPQ, HSIC, LXS.DE, MSTU, MSTX, PRKS, SMR, SOLB.BR, SPB, TEVA, VSCO, WBD | Copper, Cyclical, gold, Hedge Fund, Long/Short, Macro, value | Gold had an exceptional year appreciating 64%. The primary driver was countries seeking to reduce dollar exposure for reserves and trade as the U.S. loses hegemonic leadership. Foreign central banks are increasing gold reserves and establishing it as an alternative to settling global trade in dollars, effectively re-monetizing gold within official government channels. Copper prices rose about 40% in 2025 driven by AI world demand for more copper while supply remains limited. Several large mines around the world experienced production shortfalls, contributing to the price appreciation. The fund focuses on building a bottom-up portfolio of equity longs that are absolutely cheap and misunderstood, paired with overvalued shorts. Many cyclical businesses faced earnings shortfalls but P/E multiples failed to expand as typically expected during cyclical downturns. | CNR SPB HSIC GPN DECK AR TEVA VSCO FLR |
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| 2023 Q2 | Aug 14, 2023 | Greenlight Capital | 1.1% | 9.0% | CEIX, GRBK, NPWR, ONEX CN, THC CN | - | View | ||
| 2023 Q3 | Aug 11, 2023 | Greenlight Capital | 1.1% | 9.0% | BKI, CEIX, CPRI, GRBK | - | View | ||
| 2023 Q2 | Jul 25, 2023 | Diamond Hill Small Cap Fund | 8.5% | 12.2% | ALGT, ASH, CALM, GRBK, OZK, UFPT | - | View | ||
| 2023 Q1 | Apr 27, 2023 | Greenlight Capital | 1.1% | 9.0% | BHF, BKI, CVS, GRBK, IBM, KD, OSH | - | View | ||
| 2023 Q1 | Apr 19, 2023 | Silver Beech Capital | 0.0% | 22.3% | ALLY, ECN CN, FSDK, GRBK, UHAL | - | View | ||
| 2023 Q4 | Jan 26, 2024 | Moon Capital Management | 0.0% | 23.0% | GRBK, MBIN | - | View | ||
| 2023 Q4 | Jan 22, 2024 | Greenlight Capital | 1.1% | 9.0% | ALIT, CEIX, GRBK, KD, SWN, SYENS BB, THC, VTRS, VTSC GR | - | View | ||
| 2022 Q4 | Jan 17, 2023 | Greenlight Capital | 1.1% | 9.0% | AAWW, ASC, CEIX, DNMR, GRBK, RHM GR, TECK, THC, TWTR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 22, 2026 | Twitter / X | @investor321123 | Green Brick Partners, Inc. | Consumer Discretionary | Homebuilding | Bull | New York Stock Exchange | Grbk, Green Brick, homebuilder, Homebuilders, land, Slide, Slide Summary, Texas | 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. | ||||||||