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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 15, 2026 | Rewey Asset Management | 9.2% | 9.2% | DNOW, HBAN, KD, UCTT | energy, Iran, Regional Banks, Rotation, semiconductors, small caps, value | DNOW KD UCTT |
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| 2023 Q3 | Nov 10, 2023 | Gator Capital Management | 10.8% | 24.3% | AAIC, AX, BOH, CFG, FCNCA, FITB, GNW, HBAN, JXN, MTB, OFG, PGR, PNC, RF, TFC, USB, VNO, WAL | Banking, financials, M&A, Regional Banks, value | First Citizens Bancshares represents the fund's largest position, acquired through strategic M&A including the SVB acquisition. The manager believes regional banks trade at historically low valuations and expects the group multiple to re-rate higher as the industry works through higher interest rates and the credit cycle peaks. First Citizens is positioned well for higher rates with a liquid balance sheet and balanced loan portfolio. | FCNCA |
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| 2025 Q3 | Oct 17, 2025 | Hosking Partners | 3.4% | 6.1% | 0700.HK, BABA, BAC, BTU, C, CFG, CRDA.L, DGE.L, FCX, HBAN, JEF, KWR, LXS.DE, LYB, NVDA, PNC, RCO.PA, RI.PA, SYNT.L, WFC | AI, broadening, Capital Cycle, China, Japan, Mining, small caps, value | The strategy sees speculative excess in AI with hyperscalers dramatically increasing capital bases for datacentres, creating a classic capital cycle with real risk of over-build. Nvidia represents 8% of S&P 500 and 5% of MSCI ACWI, creating alarming concentration. The AI bet must pay off given the weight in global indices. | SAGA LN FCX US |
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| 2023 Q4 | Jan 30, 2024 | Gator Capital Management | 10.8% | 24.3% | AAIC, AX, BOH, CFG, FCNCA, FITB, GNW, HBAN, JXN, MTB, OFG, PGR, PNC, RF, TFC, USB, VNO, WAL | Banking, financials, interest rates, M&A, Regional Banks, value | Fund is heavily concentrated in regional banks, particularly First Citizens Bancshares as the largest position. Manager believes regional banks trade at historically low valuations and expects the group multiple to re-rate higher as the industry works through higher interest rates and the credit cycle peaks. First Citizens is positioned well for higher-for-longer rates with a liquid balance sheet and balanced loan book. | FCNCA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Seeking Alpha | Quad 7 Capital | Huntington Bancshares Incorporated | Financials | Banks - Regional | Bull | NASDAQ | — | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $353,871 | 0.00% | 20,396 | -13,300 | -56.84% | 0.0010% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $70.5M | 0.08% | 4,063,297 | +120,783 | +3.06% | 0.1964% |
| Ray Dalio | Bridgewater Associates | $27.4B | $1.6M | 0.01% | 92,815 | -131,602 | -58.64% | 0.0045% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $13.0M | 0.02% | 749,465 | +514,693 | +219.23% | 0.0362% |
| Israel Englander | Millennium Management LLC | $233.2B | $41.4M | 0.02% | 2,387,933 | -4,402,086 | -64.83% | 0.1154% |
| Jeremy Grantham | GMO LLC | $39.1B | $3.2M | 0.01% | 185,319 | -1,339 | -0.72% | 0.0090% |
| Cliff Asness | AQR Capital Management | $190.6B | $119.7M | 0.06% | 6,896,426 | +1,678,281 | +32.16% | 0.3334% |
| Mario Gabelli | GAMCO Investors | $10.4B | $4.4M | 0.04% | 251,551 | +1,301 | +0.52% | 0.0122% |
| Clint Carlson | Carlson Capital | $281.3M | $1.9M | 0.69% | 112,300 | +71,900 | +177.97% | 0.0054% |
| Richard L. Chilton Jr. | Chilton Investment | $4.8B | $810,818 | 0.02% | 46,733 | -103 | -0.22% | 0.0023% |
| Rich Handler | Jefferies | $19.3B | $7.4M | 0.04% | 427,785 | -4,024,790 | -90.39% | 0.0207% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $144 | 0.00% | 8 | +0 | +0.00% | 0.0000% |