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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 22, 2026 | Third Avenue Value Fund | 7.2% | 7.2% | 1 HK, 5726.T, HOG, RHI, TDW, VAL | Consolidation, energy, Geopolitical, global, Iran, Offshore, small cap, value | RHI HOG |
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| 2026 Q1 | Apr 22, 2026 | Third Avenue Small-Cap Value Fund | 7.8% | 7.8% | COMP, CPRX, ECPG, HOG, KALU, LXU, PBF, QLYS, RHI, SD, TDW, TPH, UNF | AI, cybersecurity, disruption, energy, Fertilizers, small caps, Staffing, value | View | ||
| 2024 Q4 | Dec 31, 2024 | Peterson Investment Fund | 8.8% | 8.8% | BABA, BOX, BRK.B, CVX, EBAY, GOOG, HOG, JNJ, JWN, ORCL, OXY, STX, T, UNH | AI, China, dividends, long-term, Options, technology, value | Portfolio positioned at forefront of AI revolution with Alphabet and Alibaba driving breakthrough innovations. Advanced AI technologies transforming analysis through proprietary AlphaOne platform. AI Agents represent next evolution in automation, fundamentally reshaping industries. | View | |
| 2025 Q4 | Jan 21, 2026 | Harbor Mid Cap Value Fund | 4.1% | 16.0% | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value | The fund maintains its disciplined value investment approach, seeking high-quality, profitable companies that generate cash, pay dividends, and repurchase shares. Mid- and small-cap value stocks continue to trade at attractive multiples despite strong relative performance. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins for technology holdings. AI-related technology stocks may appear priced to perfection, but the fund continues to identify opportunities among mid-cap value stocks. The fund seeks companies that repurchase shares, viewing aggressive stock buybacks positively. Several holdings including General Motors, Garrett Motion, and EnerSys have been aggressively buying back stock. | AMKR EA ENS GTX |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 26, 2026 | Fund Letters | Third Avenue Value Fund | Harley-Davidson, Inc. | Recreational Vehicles | Motorcycle Manufacturers | Bull | New York Stock Exchange | Brand, capital allocation, financial services, inventory normalization, Management Change, Motorcycles, restructuring, turnaround, Value | 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 |
|---|---|---|---|---|---|---|---|---|
| Jo Taylor | Ontario Teachers' Pension Plan | $4.3B | $1.2M | 0.03% | 57,270 | +46,441 | +428.86% | 0.0471% |
| Donald G. Smith | Donald Smith & Co. | $5.3B | $182.3M | 3.42% | 8,899,204 | +2,095,477 | +30.80% | 7.3248% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $4.4M | 0.01% | 214,480 | -398,824 | -65.03% | 0.1765% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $2.9M | 0.00% | 143,105 | +143,105 | +100.00% | 0.1178% |
| Ray Dalio | Bridgewater Associates | $27.4B | $7.5M | 0.03% | 364,166 | +279,935 | +332.34% | 0.2997% |
| Israel Englander | Millennium Management LLC | $233.2B | $217,194 | 0.00% | 10,600 | -3,500 | -9.28% | 0.0087% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $35.3M | 0.05% | 1,722,413 | +1,722,413 | +100.00% | 1.4177% |
| Cliff Asness | AQR Capital Management | $190.6B | $7.5M | 0.00% | 365,348 | -462,720 | -55.88% | 0.3007% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $102 | 0.00% | 5 | +0 | +0.00% | 0.0000% |