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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 12, 2026 | Davis Real Estate Fund | 0.0% | -5.7% | AMT, ARE, AVB, BRX, BXP, CPT, CUZ, DEI, DLR, EQIX, EXR, GPOR.L, HPP, MAA, PLD, REXR, SHO, VTR, WELL | AI, Data centers, Passive flows, Performance, real estate, REITs, valuation | Fund focuses on real estate investment trusts across multiple sectors including senior housing, apartments, office, industrial, and life sciences. Performance was impacted by passive flows favoring larger companies and sector rotation dynamics. The fund maintains overweight positions in apartments and office while being underweight in senior housing. AI demand driving unprecedented data center space requirements with holdings in Digital Realty and Equinix benefiting from recent leasing deals. Risks include power availability constraints, transmission limitations, and potential technology disruption that could reduce data center demand over time. | DLR EQIX PLD ARE WELL |
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| 2025 Q4 | Jan 27, 2026 | Voya MI Dynamic Small Cap Fund | 0.0% | 0.0% | BE, FLS, FOLD, FTRE, GEO, HPP | AI, Biotechnology, healthcare, industrials, real estate, small caps, technology | AI remained a dominant theme with strong headlines around innovation and elevated capital investment by major technology firms. Increased spending on AI infrastructure and adoption trends reinforced optimism about its role as a key driver of future growth. AI-driven innovation is supporting the broadening of market leadership beyond mega-cap growth. The fund focuses on US Small Cap Core equity strategy with broader market participation persisting, where small caps and cyclicals contributed to market performance. Market leadership is widening beyond mega-cap growth, creating opportunities in the small cap space. The fund held positions in commercial stage biotechnology companies focused on rare disease therapies. Amicus Therapeutics delivered strong results as product sales rose both domestically and abroad, while Fortrea Holdings provided operational services to biopharmaceutical companies with strong net bookings. | FTRE FOLD FLS GEO HPP BE |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 29, 2026 | Fund Letters | Sanne de Boer | Hudson Pacific Properties, Inc. | Real Estate | Office REITs | Bear | New York Stock Exchange | Leasing, Office, realestate, REITs, valuation | 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 |
|---|---|---|---|---|---|---|---|---|
| Chris Davis | Davis Selected Advisers | $22.2B | $3.5M | 0.02% | 324,026 | -1,971,947 | -85.89% | 0.1237% |
| Boaz Weinstein | Saba Capital Management | $3.3B | $6.0M | 0.18% | 555,409 | -1,382,759 | -71.34% | 0.2121% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $16.1M | 0.02% | 1,488,747 | -14,224,234 | -90.53% | 0.5685% |
| Israel Englander | Millennium Management LLC | $233.2B | $378,054 | 0.00% | 34,908 | -5,565,895 | -99.38% | 0.0133% |
| Aaron Weitman | CastleKnight Management LP | $4.5B | $1.1M | 0.02% | 103,806 | -94,894 | -47.76% | 0.0396% |
| Cliff Asness | AQR Capital Management | $190.6B | $285,782 | 0.00% | 26,388 | +21,901 | +488.10% | 0.0101% |
| Bruce Kovner | Caxton Associates | $3.2B | $110,265 | 0.00% | 36,391 | -370,213 | -91.05% | 0.0039% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $477 | 0.00% | 44 | +44 | +100.00% | 0.0000% |