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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q3 | Nov 23, 2022 | Mittleman Global Value Equity Fund | -6.5% | 0.0% | AIM CN, AMA AU, HCCI, TRMR | - | View | ||
| 2023 Q3 | Oct 10, 2023 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | AMSWA, ANGI, CCF, CNX, CVLT, DLHC, ECVT, HCCI, HNRG, IAC, LFCR, MGM, SSP, VMD, VSAT | Concentration, cybersecurity, energy, healthcare, Media, small caps, value | The fund focuses on concentrated investments in specific companies at specific values, seeking to capitalize on opportunities in small cap equities that are less affected by market fads. The manager emphasizes finding good businesses that grow with CEOs who understand value per share math. | AMSWA DLHC SSP IAC VSAT |
View |
| 2023 Q3 | Sep 30, 2023 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | ALIT, ALKT, CCCS, HCCI, HDSN, MATX, MIR, QDEL, RBA, TPB | growth, healthcare, industrials, small caps, technology | View | ||
| 2022 Q3 | Sep 30, 2022 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | AZZ, CARG, CMP, ECVT, GBLI, HCCI, LGF/A, VSAT, WSTG | - | View | ||
| 2023 Q4 | May 3, 2024 | Bumbershoot Holdings | 0.0% | 0.0% | AE, AGM, AXR, BOX, BRK-B, CTRA, EVLV, FEIM, GENC, GHM, GOOGL, HCCI, HSII, IMKTA, KVHI, LGND, MDLZ, MSTR, MU, NR, ORN, PATI, PLAB, STXS, VKTX, ZION | Biotechnology, Fertilizers, fundamentals, healthcare, small caps, value | The fund maintains significant exposure to agricultural-fertilizer sector with positions in Intrepid Potash, Nutrien, Mosaic, and CF Industries. Despite being a significant detractor for the year, the manager remains highly constructive about long-term fundamentals within the fertilizer industry. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||