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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 9, 2024 | Black Bear Value Partners | -6.7% | -1.4% | ARCH, BLDR, HCC, LXU, POU.TO | Buybacks, Coal, credit, cyclicals, energy, small cap, value | ARCH and Warrior are leading US producers of high-quality metallurgical coal used for steelmaking. Met coal demand is projected to climb for the next 25 years driven by economic development and urbanization in India and Southeast Asia. There has been severe lack of investment in met coal due to ESG concerns with investment peaking in 2014. | LXU |
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| 2025 Q2 | Jul 22, 2025 | Third Avenue Value Fund | 9.4% | 12.7% | 1418.T, 5233.T, 6856.T, 7270.T, 8283.T, BIRG.L, BMW.DE, BZU.MI, CKH.L, CMCL.L, CRE.L, DB, EZJ.L, HCC, IFP.TO, ORI, SFOR.L, TDW | Copper, diversification, Japan, Reinsurance, small caps, valuation, value | Manager emphasizes price-conscious investing approach, seeking securities at meaningful discounts to business value. Criticizes current U.S. mega-cap valuations and advocates for diversification away from expensive stocks toward undervalued opportunities. | CDRE.L CRE LN |
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| 2025 Q2 | Jul 10, 2025 | Black Bear Value Partners | -10.5% | -11.7% | ABG, AN, BLDR, CNR, FLG, HCC | catalysts, Concentration, free cash flow, Shorts, turnaround, value | Auto dealerships generate strong free cash flow even in soft markets with over 50% of profits from parts and services. The businesses are priced as if there will be no growth despite scale advantages and consolidation runway with 90% of dealerships privately owned. | View | |
| 2024 Q1 | May 7, 2024 | Third Avenue Value Fund | 1.2% | 0.0% | 6856.T, BIRG.L, BMW.DE, BZU.MI, C6B.SI, CAPS.TO, DB, EZJ.L, G13.SI, HBR.L, HCC, IFP.TO, LUN.TO, MBG.DE, ORI, SFOR.L, SUBC.OL, TDW, VAL | Banking, Buybacks, contrarian, Copper, dividends, Europe, value | Fund focuses on buying significantly undervalued, well-financed businesses run by honest and competent people. Manager emphasizes price-conscious, fundamental value investing approach that has become less competitive due to industry shift toward growth strategies. | HBR.L BOIG.L |
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| 2024 Q1 | May 10, 2024 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | AER, AMGN, BGC, BKRIF, BLKB, EAF, EXPI, FPH, HCC, NVDA, QCOM, ROKU, WBD | activism, Aviation, materials, small cap, technology, trading, value | NVDA represents almost 15% of the portfolio as the top holding. The manager sold NVDA call options that expire in June and are deep in the money, planning to deploy cash from covered calls over time as opportunities arise. | BGC AER EAF |
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| 2025 Q1 | Apr 8, 2025 | Black Bear Value Partners | -1.3% | -1.3% | ABG, BLDR, CNR, FLG, HCC | Auto Dealers, Banking, Coal, Homebuilders, Opportunistic, tariffs, value, volatility | Tariffs will likely slow economic growth, decrease corporate confidence, increase prices and shake up supply chains. This creates opportunities for companies with pricing power, healthy capital structures, staying power, low cost advantages and capable management. The manager is repositioning the portfolio in anticipation of tariff announcements. | CNR |
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| 2023 Q1 | Apr 5, 2023 | Infuse Partners | 10.1% | 10.1% | AAPL, ABNB, AMZN, AXON, COST, CRM, CSU.TO, DDOG, HCC, INSP, LSPD.TO, LYFT, META, MO, MSI, ORCL, RUN, TDG, TDOC, TSM, UBER | Founder, growth, Quality, technology, value | Manager outlines comprehensive 12-point quality checklist for evaluating businesses, emphasizing founder-led companies, competitive advantages, recurring revenue, and financial strength. Quality assessment is central to the investment process, combined with growth and valuation metrics to create the portfolio. | AXON |
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| 2026 Q1 | Apr 28, 2026 | Pabrai Wagons Fund | 14.2% | 14.2% | AMR, CSU.TO, EDEL.NS, HCC, NE, RIG, RYSAS.IS, TAVHL.IS, VAL | Airports, Coal, emerging markets, energy, Logistics, Offshore Drilling, software, value | View | ||
| 2026 Q1 | Apr 24, 2026 | O’Keefe Stevens Advisory, Inc | - | - | BABA, BAX, ELY, GLW, HCC, NVDA, PRGO, SPHR, TPH, WY | AI, Cash, Defensive, Entertainment, healthcare, Lumber, software, Valuations | View | ||
| 2025 Q4 | Feb 5, 2026 | Black Bear Value Partners | 0.1% | -12.6% | BLDR, FLG, HCC, PSK.TO, TDW | banks, Coal, energy, Housing, Shorts, turnaround, value | Structural shortage of housing in the USA with higher mortgage rates reducing existing home supply as homeowners are locked into low-rate mortgages. New homebuilders capturing increasing share of home sales as they can buy-down mortgages to lower rates. Significant underinvestment in metallurgical coal which is a needed input for worldwide steel consumption, particularly in Asia and India where high-grade met coal resources are limited. Minimal worldwide met coal resource development over the last 10 years could lead to tight supply when steel production improves. Significant underinvestment in natural gas, oil and thermal coal which are necessary for the world's economies to function and grow. While renewables will play an increasing role, the change will occur over decades, not years. Lack of global investment in energy development creates opportunities. Flagstar has exceptional management and board that are ahead of the game in turning their business around after balance sheet issues. Trading at significant discount to conservatively marked balance sheet compared to similar banks. While AI will have an impact on lives, we are still very early in its lifecycle. Many businesses are transforming to benefit from investor excitement with questionable business plans but intense stock promotion. Weak business fundamentals should become more apparent over time. The space has become very popular with lots of LP money chasing returns. Some sponsors have paid extremely high prices and lent on unfavorable terms. Many have also lent into the AI/data-center space to businesses with questionable futures. | LXS GR HCC FLG PSK CN TDW BLDR |
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| 2023 Q3 | Nov 10, 2023 | Distillate Capital Small/Mid Cap Quality & Value | 0.0% | 5.6% | AAPL, AMGN, AMZN, DFIN, GOOGL, HCC, HT, META, MSFT, NVDA, QCOM, TSLA | consumer spending, interest rates, Market Concentration, small caps, technology, valuation | Manager discusses AI as being in early stages despite decades of existence. Notes current valuation of NVDA implies maintaining dominant market position for foreseeable future. Acknowledges AI growth potential while expressing concern about excessive optimism in valuations. | 5HT.SI AAPL|MSFT|NFLX|NVDA|UNH |
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| 2025 Q3 | Oct 8, 2025 | Black Bear Value Partners | -1.0% | -12.7% | BLDR, FLG, HCC, LXS.DE, TDW | Banking, Chemicals, Coal, cyclicals, energy, Homebuilding, Shorts, value | Structural housing shortage in the USA with higher mortgage rates reducing existing home supply as homeowners are locked into low-rate mortgages. Homebuilders can buy-down mortgages to lower rates and accept healthy margins. Local governments beginning to loosen red tape for home construction which should help. | HCC TDW LXS FLG BLDR |
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| 2024 Q3 | Oct 8, 2024 | Black Bear Value Partners | -6.7% | -1.4% | ARCH, BLDR, CEIX, HCC, POU.TO | Coal, credit, energy, Hedging, Homebuilders, rates, value | Manager expects rates to remain higher than the post-GFC period, with 10Y treasury likely in 4-4.5% range versus current 3.8%. Maintains short positions in long-term interest rate instruments and credit, believing market is too optimistic about return to 2% rates. | POU.TO BLDR HCC CEIX ARCH |
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| 2024 Q3 | Oct 8, 2024 | Kingdom Capital Advisors | 2.5% | 15.9% | ECRO, GENK, GLXZ, GTIM, HCC, NLOP, RRGB, SCOR, SUP, UNFI, VAL | Coal, Microcap, real estate, Restaurants, small caps, value | Premium metallurgical coal market is undersupplied with major steel producers paying $300m+ per million tons of annual production. Japanese and Indian steel companies are aggressively acquiring coal assets at valuations exceeding current Warrior Met Coal pricing. | ECRO UNFI HCC NLOP |
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| 2023 Q3 | Oct 26, 2023 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | AAPL, AMGN, AMZN, DFIN, GOOGL, HCC, HT, META, MSFT, NVDA, QCOM, TSLA | AI, Portfolio Management, rates, real estate, semiconductors, small caps, technology, value | Manager discusses AI as being in early stages despite decades of existence. Notes current valuation of NVDA implies maintaining dominant market position for foreseeable future. Acknowledges AI growth potential while expressing concern about excessive optimism in valuations. | 5HT.SI AAPL|MSFT|NFLX|NVDA|UNH |
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| 2023 Q3 | Oct 25, 2023 | Third Avenue Value Fund | 1.2% | 0.0% | BIRG.L, BMW.DE, CS.TO, DB, EZJ.L, HCC, SUBCY, TDW, UGP, VAL | Coal, contrarian, Cyclical, distressed, energy, Offshore, value | The fund focuses on identifying companies trading at distressed valuations without actual operating or financial distress. The manager emphasizes buying companies at low multiples when earnings are temporarily depressed, creating positive asymmetry where operating performance is more likely to improve than deteriorate. | View | |
| 2025 Q3 | Oct 21, 2025 | Third Avenue Value Fund | 11.9% | - | 7270.T, AC.TO, BCC, BIRG, BMW.DE, BZU.MI, CBG.L, CSTCF, DB, EZJ.L, HCC, HEI, IFP.TO, LUN.TO, MBG.DE, ORI, ROG, S4C.L, UGPA3.SA | Banking, contrarian, Copper, Europe, Forecasting, Mining, value | Copper prices have benefited from increasingly tight global supplies, a weak U.S. dollar, breakdown of trust in global trading norms, and operational disruptions at several large copper mines. These dynamics have benefited holdings like Capstone Copper and Lundin Mining, with rising gold prices also helping copper miners that produce gold as a byproduct. | AC ROG BOISE DBK OR HBR LUN CS |
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| 2023 Q3 | Oct 20, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | COHR, CVGI, HCC, HQI, HUBG, INTT, KRT, LBRT, LUNA, NR, POWL, TGLS, YOU | energy, Long/Short, risk management, Russell 2000, small caps, value | Manager believes small-cap public equities are as out of favor as they have ever been, with Russell 2000's 5-year annualized return at only 2% and index ~30% below 2021 highs. Views current environment as opportunity to be greedy when others are fearful, expecting small caps to outperform in periods of sustained higher inflation. | TGLS |
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| 2023 Q3 | Oct 14, 2023 | Pernas Research | 18.0% | 17.8% | ABL, CKX, CRSXF, HCC, PLCE, SENEA, SUP, UNTC | Coal, Concentration, Outperformance, small caps, value | Q3 returns strongly benefited from coal positions as seasonal weakness in metallurgical coal prices ended in August with indexes rising over 30% in a month. Demand for the key steelmaking component continues to increase while no significant supply response has occurred due to new mining equipment and labor shortages. | View | |
| 2023 Q2 | Oct 7, 2023 | Black Bear Value Partners | -6.7% | -1.4% | ABG, BLDR, CEIX, HCC, POU.TO | Auto Dealers, Coal, credit, energy, Homebuilders, Long/Short, value | Manager has large investments across energy and commodity spaces, believing the world hasn't developed enough energy resources to satisfy near and medium-term needs. Positions include CONSOL Energy (coal export producer) and Paramount Resources (E&P with no debt and management owning 47%). | HCC POU.TO CEIX BLDR ABG |
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| 2024 Q4 | Jan 9, 2025 | Black Bear Value Partners | -7.0% | -1.0% | ABG, ARCH, BLDR, CEIX, FLG, HCC, POU.TO | banks, Coal, Concentration, energy, Foreign, Housing, Long/Short, value | Met coal demand projected to climb for next 25 years driven by economic development in India and Southeast Asia. Severe underinvestment since 2014 due to ESG concerns while 60% of world's population lives in Asia where local sources are limited. | FLG ABG |
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| 2025 Q4 | Jan 30, 2026 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | FNMA, GLW, HCC, ICLTF, MODG, NVDA, PRGO, SCL, SPHR, WY | AI, Cash, Entertainment, Lumber, Portfolio Management, positioning, technology, value | 2025 marked the year of AI exploration and testing, with 2026 expected to be the year of implementation. AI will unlock efficiency but create uneven impacts across businesses, particularly those with seat-based pricing models. The manager views AI as table stakes that may dilute alpha over time as it democratizes information access. The lumber industry has been in a 3+ year downturn following COVID demand. Canadian softwood exports to the US are near Great Financial Crisis levels, with significant capacity offline. The manager believes they are at or near the beginning of a lumber price rebound as supply has come offline and inventory liquidation is ending. Sphere made significant progress with strong ticket sales for The Wizard of Oz content, selling over 1.6-1.7 million tickets. The economics are evolving as AI-driven tools reduce content production costs from $100m to potentially $10m, improving unit economics for future Spheres and enabling franchise partnerships. | View | |
| 2025 Q4 | Jan 22, 2026 | Third Avenue Value Fund | 7.4% | 35.2% | 0001.HK, 2603.TW, 6951.T, 6955.T, BIRG.L, BMW.DE, BZU.MI, CMA, CS, DB, HBR.L, HCC, IFP.TO, LUN.TO, SFOR.L, SSUB.OL, SUBCY, TDW, VAL | Banking, Copper, energy, Europe, Mining, Resource Conversion, value | Fund holds significant positions in copper miners Lundin Mining and Capstone Copper, viewing copper as indispensable to modern economies with exceptional supply challenges. Manager believes copper demand growth has evolved from Chinese construction to renewables, electric transportation, and data center construction, while supply increases remain elusive due to aging mines, declining ore quality, and decade-plus timelines for new projects. Warrior Met Coal was the single largest contributor to Fund performance during the quarter, benefiting from early completion of Blue Creek metallurgical coal mine eight months ahead of schedule. The completion portends far higher coal production, much lower capital spending, and likely return to significant cash distributions to shareholders. Manager discusses the materials-intensive nature of renewable energy infrastructure, noting the irony that mining companies producing materials for solar panels, wind turbines, electrical grids, and batteries were deemed global pariahs while renewable energy companies were market darlings. The build out of data centers and electrical infrastructure has become entwined with copper consumption growth. Fund holds offshore oil and gas service providers and one upstream producer, believing more offshore spending is required to maintain current production levels. Manager notes U.S. onshore production growth has slowed significantly due to lower drilling activity, exhaustion of Tier 1 acreage, and water challenges, potentially leading to future production declines that would enhance the importance of long-life offshore production. Manager highlights a profound divergence in U.S. sanctions activity, noting recent seizure of dark fleet oil tankers, arrest of Nicolas Maduro, U.S. claim of control over Venezuela's energy industry, and sanctions on Russia's largest oil producers. This marks a departure from decades of avoiding sanctions that would impact energy flows, with gunboat diplomacy and military embargos returning. Manager emphasizes resource conversion activity including share buybacks as a key component of their investment approach for undervalued, well-financed companies. The Fund focuses on companies where management teams can create shareholder value through buybacks, recapitalizations, special dividends, asset disposals, spin-offs, acquisitions, or sale of the business. | View | |
| 2025 Q4 | Jan 19, 2026 | Hosking Partners | 7.2% | 33.5% | 000660.KS, 005930.KS, 055550.KS, AA, AAPL, BARC.L, C, FCX, HCC, IMPUY, MSFT, MU, SBSW, STX, SYF, TIGO | AI, contrarian, emerging markets, Japan, Mining, Platinum, technology, value | The strategy maintains a contrarian value approach, betting on mean reversion after a decade of growth dominance. Valuation spreads have reached extreme levels with enterprise value to sales ratios spanning 100-fold, creating opportunities in undervalued sectors. The AI capital paradox is creating opportunities as technology leaders face increasing capital intensity. McKinsey estimates $5.2 trillion in physical asset investments by previously asset-light firms, likely compressing returns on assets and valuations. South African platinum group metals were major contributors with Impala Platinum up 243%, Sibanye Stillwater up 360%, and Northam Platinum up 298%. The metals and mining sector weighting of 12% versus 2% index exposure drove significant outperformance. The strategy maintains triple-weight exposure to Japan at 14% versus 5% index weight, betting on corporate restructuring and activist investor pressure. Over 50 holdings target companies with depressed ROA ratios capable of dramatic improvement. | View | |
| 2024 Q2 | Jul 19, 2024 | Third Avenue Value Fund | 1.2% | 0.0% | 6856.T, 7433.T, BIRG.L, BMW.DE, BZU.MI, CBG.L, CSAV.SN, CSTCF, DB, EZJ.L, HA, HBRG.L, HCC, LUMI.TO, SFOR.L, SUBCY, TDW, UGP, VAL | Balance Sheet, Banking, Financial Wherewithal, Japan, rates, value | The fund employs a balance sheet-focused value investing approach emphasizing financial wherewithal, seeking companies that can endure challenges without value-destructive activities. This approach has produced 220 basis points of outperformance relative to the MSCI World Index since inception 34 years ago. | CBG.L 7433.T |
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| 2023 Q4 | May 1, 2024 | Kingdom Capital Advisors | 2.5% | 15.9% | ABL, ABLLW, AMRK, ARCH, CRSXF, HCC, NLOP, PLCE, SCOR, UNTC | Coal, contrarian, energy, real estate, small caps, special situations, value | Manager holds positions in Corsa Coal and previously Arch Resources, rotating into Warrior Met Coal. Coal was both a top contributor (Warrior Met) and detractor (Corsa Coal) during the period. Manager views coal as part of their value-oriented approach to out-of-favor sectors. | NLOP |
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| 2025 Q1 | Apr 15, 2025 | Apis Global Discovery Fund | -2.3% | -2.3% | 068270.KS, GEO, HCC, PLXS, SN, TALEN, USLM | defense, Energy Transition, Europe, Germany, industrials, infrastructure, small caps, Stimulus | Defense spending is a key growth driver with increased geopolitical tensions driving European rearmament efforts. The fund holds defense names like Hyundai Rotem and Kitron ASA, with the Defense and Aerospace segment expected to grow 20-30% annually through 2030. Management remains confident in long-term defense spending growth despite potential funding volatility. | SRC.L KIT.OL FRW.DE |
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| 2025 Q1 | Apr 14, 2025 | Kingdom Capital Advisors | -7.1% | -7.1% | AKA, CLBR, CRSXF, HCC, IPI, MAGN, NLOP, NVRI, OACC, SUP, UNFI, UNTC, VNTRF | Autos, Coal, Natural Gas, real estate, small caps, tariffs, Trade Policy, value | Q1 was dominated by tariff discussions as Trump's administration demonstrates more follow-through than his first term. The manager analyzes specific impacts on portfolio holdings, particularly auto tariffs affecting Superior Industries, and expects policy adjustments due to consumer cost concerns. | View | |
| 2023 Q3 | Apr 10, 2023 | Kingdom Capital Advisors | 2.5% | 15.9% | ABL, CKX, CRSXF, HCC, PLCE, SENEA, SUP, UNTC | Coal, Concentration, Patience, small caps, undervaluation, value | Q3 returns strongly benefited from coal positions as seasonal weakness in metallurgical coal prices ended in August with indexes rising over 30% in a month. Demand for the key steelmaking component continues to increase while no significant supply response has occurred. With new mining equipment and labor in short supply, positions are poised to earn significant returns even if prices drop back to August lows. | View | |
| 2025 Q1 | Mar 31, 2025 | Third Avenue Value Fund | 2.9% | 2.9% | 5285.T, 6856.T, 6951.T, 7270.T, BIRG.L, BMW.DE, CBG.L, CSCU.TO, DB, EZJ.L, G13.SI, HBR.L, HCC, ORI, SFOR.L, SUBC.OL, TDW, VAL | defense, energy, Europe, inflation, Japan, tariffs, Trade Policy, value | The manager extensively discusses the global tariff war initiated on Liberation Day (April 2, 2025), describing it as an economic mistake with lasting negative implications. He analyzes the reciprocal tariff structure, challenges of eliminating trade deficits, and the breakdown of trust and predictability affecting corporate investment decisions. | 6951.T |
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| 2023 Q1 | Mar 31, 2023 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | BIRG LN, HCC, NVDA | - | View | ||
| 2024 Q4 | Jan 28, 2025 | Third Avenue Value Fund | -9.6% | -2.5% | 6856.T, 7270.T, 7433.T, AAPL, AMZN, BIRG.L, BMW.DE, BZU.MI, CBG.L, CMA, CS.TO, DB, EZJ.L, GOOGL, HCC, HRB.L, LAZ, LUN.TO, MBG.DE, META, MSFT, NVDA, ORI, SUBCY, TDW, TSLA, UGP | Active Share, Autos, Concentration, global, small caps, value | The fund has significant exposure to traditional automakers BMW, Mercedes-Benz, and Subaru, which the manager views as extremely undervalued despite facing challenges from higher interest rates, electric vehicle transition, Chinese competition, and potential tariffs. The manager argues these companies are adapting well and trading at distressed valuations despite strong fundamentals. | 7270.T MBG.DE BMW.DE |
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| 2023 Q4 | Jan 24, 2024 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | AER, AMGN, BGC, DFIN, EAF, FPH, HCC, ICLTF, LAZ, LIVE, LL, NVDA, QCOM, TSLA | AI, commodities, Concentration, Predictions, small caps, technology, value | AI became mainstream in 2023 with Nvidia appreciating over 200% as the fund's largest position. The manager notes AI's significant impact on technology sector performance despite cautious analyst commentaries. | EAF AER FPH |
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| 2024 Q4 | Jan 21, 2025 | Kingdom Capital Advisors | 2.1% | 18.3% | ENZ, GLXZ, HCC, MAGN, NLOP, NPK, RGS, SCOR, SUP, TSSI, UNFI, UNTC | AI, Coal, Concentration, defense, Distribution, small caps, turnaround, value | KCA applies a concentrated approach to small cap investing, with the Russell 2000 serving as their benchmark. The manager notes that small cap stocks experienced a Trump rally in November that reversed by year-end. Since inception, small caps have returned about 7% cumulatively versus 89% for KCA. | TSSI NPK MAGN SUP UNFI NLOP |
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| 2023 Q4 | Jan 16, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | AMWD, BELFB, BLN.TO, BLND, BXC, CMT, COHR, GPI, HAYW, HCC, HQI, INTT, ITI, KBR, KOP, KRT, LMB, TGLS, TH, VSH | Construction, industrials, Long/Short, rates, semiconductors, small caps, value | Small-cap stocks have been underperforming larger ones for the second longest stretch since the 1930s. The forward P/E for the S&P Small Cap 600 is now 13x, compared to 19x for the S&P 500 and 32x for the Magnificent 7. Historical analysis shows that after similar periods of underperformance, small caps outperformed large caps by 22.2%, 10.5%, and 9.8% annually over subsequent 1, 3, and 5-year periods. | INTT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Black Bear Value Partners | Warrior Met Coal Inc | Energy | Coal & Consumable Fuels | Bull | NYSE | Development Project, Export-driven, Logistics Advantage, metallurgical coal, NOLs, Steelmaking, Sum-of-Parts Valuation | View Pitch |
| Apr 13, 2026 | Fund Letters | Black Bear Value Partners | Warrior Met Coal | Energy | Coal & Consumable Fuels | Bull | NYSE | Asia, consolidation, ESG, High quality, India, metallurgical coal, Southeast Asia, Steelmaking, Supply Constraint, urbanization | View Pitch |
| Apr 13, 2026 | Fund Letters | Kingdom Capital Advisors | Warrior Met Coal | Energy | Coal & Consumable Fuels | Bull | NYSE | Coking Coal, Commodities, energy, Margins, metallurgical coal, Mining, steel industry, Supply Shortage | View Pitch |
| Feb 21, 2026 | Fund Letters | Adam Schwartz | Warrior Met Coal | Materials | Metallurgical Coal | Bull | New York Stock Exchange | Capital Cycle, Free Cash Flow, metallurgical coal, Steel Demand, Supply Constraint | View Pitch |
| Jan 24, 2026 | Fund Letters | Matthew Fine | Warrior Met Coal, Inc. | Materials | Metallurgical Coal | Bull | New York Stock Exchange | cashflow, coal, dividends, metallurgical, Production | View Pitch |
| Nov 29, 2025 | Fund Letters | Adam Schwartz | Warrior Met Coal Inc. | Materials | Metals & Mining | Bull | NYSE | Capital-projects, cash flow, coal, energy, Mining, Steel, turnaround | View Pitch |
| Oct 23, 2025 | Value Investors Club | sck4000 | Warrior Met Coal Inc. | Materials | Steel / Metallurgical Coal | Bull | NYSE | Commodity re-rating, FCF inflection, India steel demand, Met Coal, metallurgical coal | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Alan Galecki | Warrior Met Coal | Materials | Coking Coal | Bear | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Mining The Data | Warrior Met Coal Inc. | Materials | Coking Coal | Neutral | NYSE | — | View Pitch |
| Aug 7, 2025 | Substack | Idea Hive | Warrior Met Coal | Materials | Coking Coal | Bull | NYSE | — | 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. | ||||||||