Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 24, 2025 | Laughing Water Capital | -13.0% | -13.0% | CTLP, HGV, LFCR, NN NA, PAR, PLYA, THRY, VTY LN, XPOF | - | View | ||
| 2020 Q4 | Dec 31, 2020 | Clark Street Value | - | 24.3% | ACEL, ATXI, CLNY, ECTM, FVE, GBRK, GLPI, HGV, HHC, MCHX, MMAC, PRSP, PSTH, RESI, STAY, WH | - | View | ||
| 2025 Q3 | Nov 4, 2025 | Aristotle Small Cap Equity Fund | 3.2% | -1.5% | ALE, AZEK, COLB, CRI, DLB, FLWS, HAE, HGV, JHX, KNX, MRCY, MTSI, OGS, REI, RRC, SUPN, WNC | consumer, industrials, Recovery, small caps, valuation | The fund emphasized high-conviction small-cap holdings with strong fundamentals and improving earnings visibility amid an easing policy backdrop. Despite market volatility, management sees opportunities in niche industrials, regional banks, and select consumer firms poised for recovery. Small-cap valuations remain historically attractive, supported by resilient demand and renewed investor risk appetite. | COLB MTSI MRCY SUPN |
View |
| 2023 Q3 | Oct 19, 2023 | Laughing Water Capital | 2.5% | 11.1% | CDMO, HGV, LFCR, THRY | - | View | ||
| 2025 Q3 | Oct 14, 2025 | Aristotle Small/Mid Cap Equity | 2.6% | - | AGI CN, CIEN, COLB, HAE, HGV, JHX, MTSI, PNW, PRMB, SCI, WTRG | Artificial Intelligence, M&A, Manufacturing, small caps, Utilities | Small and mid-cap equities benefited from AI optimism, easier monetary policy, and valuation appeal versus large caps. The fund added companies with durable cash flows and pricing power like Essential Utilities and Service Corporation International. It remains optimistic on U.S. manufacturing reshoring and M&A-driven growth. | View | |
| 2024 Q2 | Jul 23, 2024 | Buckley Capital | 4.8% | 0.5% | BFIT NA, CC, DNTL CN, HGV, IWG LN | - | View | ||
| 2023 Q2 | Jul 17, 2023 | Laughing Water Capital | 2.5% | 11.1% | APG, CDMO, HGV, LFCR, TACT, THRY, VTY LN | - | View | ||
| 2024 Q2 | Jul 17, 2022 | Laughing Water Capital | 2.5% | 11.1% | APG, CDMO, CTLP, HGV, LFCR, LMB, NN, THRY, VTY LN, XPOF | - | View | ||
| 2022 Q4 | Jan 31, 2023 | Laughing Water Capital | 2.5% | 11.1% | AIM CN, APG, CDMO, HGV, LDE GR, THRY, VTY LN | - | View | ||
| 2023 Q4 | Jan 25, 2024 | Laughing Water Capital | 2.5% | 11.1% | APG, CDMO, ENZ, HGV, LFCR, LMB, NN, THRY, VNDA, VTY LN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Seeking Alpha | Daniel Javier | Hilton Grand Vacations, Inc. | Consumer Discretionary | Resorts & Casinos | 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. | ||||||||