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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 11, 2025 | Heartland Mid Cap Value Fund | -0.2% | 0.5% | BDX, EG, HUBB | free cash flow, fundamentals, mid cap value, self-help, valuation extremes | The letter highlights a bifurcated opportunity set driven by valuation extremes within mid-cap equities. Management emphasizes free cash flow yield, self-help catalysts, and disciplined valuation as core drivers of long-term returns. Value investing is positioned to outperform as speculative excess fades. | HUBB EG |
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| 2025 Q4 | Jan 18, 2026 | Parnassus Mid Cap Growth Fund | -0.8% | 9.2% | ALC, APP, BILL, BLDR, DASH, GWW, HLT, HUBB, INSM, MORN, MPWR, ODFL, PWR, ROK, SN, SQ, TEAM, TER, WCN, WDAY | AI, growth, industrials, mid cap, portfolio, semiconductors, technology | The ongoing AI megatrend boosted demand for memory and storage while industry supply growth remained constrained. Holdings in Information Technology sector were dominant contributors through exposure to AI, primarily through semiconductor companies. The fund continues to see accelerating demand for AI models and cloud computing with no signs of slowdown. Semiconductor companies were primary beneficiaries of AI demand. Teradyne is starting to win new sockets and gain market share after investing in AI-semiconductor testers. KLA benefited from AI infrastructure build-out with strong earnings growth. The fund increased exposure to high-quality industrial businesses with potential for cyclical upturn. Added Quanta Services for AI data center build-out, Hubbell for electrical grid upgrades, Old Dominion for freight cycle recovery, and Waste Connections for secondary market focus. | MTD ROK KLA TER SNDK |
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| 2024 Q4 | Jan 10, 2025 | Sandhill Investment Management | - | - | ANET, CDNS, HUBB, ISRG, JPM, NOW, PANW, SPXC, TT | Inflation Risk, Investment Grade Bonds, Market Concentration, quality growth, Valuation discipline | The newsletter underscores a continued focus on high-quality U.S. equities with durable competitive advantages, while acknowledging elevated market concentration and valuations near historical extremes that warrant caution. Sandhill highlights disciplined positioning with increased cash levels, short-duration investment grade bonds, and selective rotation into companies such as J.P. Morgan, Arista Networks and Trane Technologies amid volatility. Looking into 2025, inflation risks, fiscal imbalances and expensive equity multiples frame a backdrop of heightened volatility, reinforcing an emphasis on balance sheet strength and valuation discipline. | JPM |
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| 2024 Q3 | Sep 30, 2024 | Artisan Global Discovery | 7.6% | 13.1% | 0SAN LN, 669 HK, ARGX, CWAN, ESTC, GALD SW, HUBB, NU, NZM GR, RYTM, TCOM, TREX, TTEK, WING | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 10, 2026 | Seeking Alpha | Seeking Alpha | Hubbell Incorporated | Industrial Goods | Electrical Components & Equipment | Bull | New York Stock Exchange | data center capex, Electrification, grid spending, Hubbell Incorporated, industrial growth, margin leverage, organic growth, Reshoring, utility upgrades, valuation | View Pitch |
| Jan 8, 2026 | Fund Letters | Colin McWey | Hubbell Incorporated | Industrials | Electrical Components & Equipment | Bull | New York Stock Exchange | Destocking, Electrical, Grid, Margins, utilities | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Lighting Rock Research | Hubbell Incorporated | Industrials | Electrical Equipment & Parts | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | WideAlpha | Hubbell Inc. | Industrials | Electrical Equipment & Parts | 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 |
|---|---|---|---|---|---|---|---|---|
| Tim Campbell | Baillie Gifford | $120.3B | $31,088 | 0.00% | 70 | +27 | +62.79% | 0.0001% |
| Ray Dalio | Bridgewater Associates | $27.4B | $5.3M | 0.02% | 11,824 | +1,505 | +14.58% | 0.0190% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $959,722 | 0.00% | 2,161 | -52,445 | -96.04% | 0.0035% |
| Israel Englander | Millennium Management LLC | $233.2B | $55.5M | 0.02% | 124,991 | -36,817 | -22.75% | 0.2012% |
| Jeremy Grantham | GMO LLC | $39.1B | $17.8M | 0.05% | 40,126 | +2,454 | +6.51% | 0.0646% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $1.8M | 0.00% | 4,155 | +138 | +3.44% | 0.0067% |
| Cliff Asness | AQR Capital Management | $190.6B | $8.9M | 0.00% | 20,085 | +336 | +1.70% | 0.0323% |
| Mario Gabelli | GAMCO Investors | $10.4B | $575,122 | 0.01% | 1,295 | +225 | +21.03% | 0.0021% |
| Louis Bacon | Moore Capital Management | $6.8B | $30.2M | 0.45% | 67,900 | +33,950 | +100.00% | 0.1093% |
| Richard L. Chilton Jr. | Chilton Investment | $4.8B | $4.2M | 0.09% | 9,531 | +3,083 | +47.81% | 0.0153% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $7.8M | 0.03% | 17,593 | -2,703 | -13.32% | 0.0283% |
| Rich Handler | Jefferies | $19.3B | $2.2M | 0.01% | 5,044 | +5,044 | +100.00% | 0.0081% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $2,909 | 0.00% | 6 | +0 | +0.00% | 0.0000% |