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 Q2 | Jul 27, 2025 | Diamond Hill Small Cap Fund | 11.8% | -1.1% | BA, COOP, DCO, FIP, HURC, LEU, MLAB, OEC, RHP, RRR, TBK, USLM | AI, defense, materials, nuclear, small caps, technology, value | AI-fueled boom had widespread effects across sectors, with technology companies continuing their torrid run as sentiment around AI's potential to radically change life remains high. Nuclear fuel provider Centrus Energy is benefiting from renewed interest in nuclear power to support growing power demand tied to the AI boom. | HURC MLAB FIP DCO USLM RRR LEU COOP AEO ASUR STRW FBIN AZZ UTZ NSP DCO LEU |
View |
| 2025 Q2 | Jul 22, 2025 | Brandes Small Cap Value Fund | 12.1% | 4.9% | AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF | healthcare, industrials, positioning, small caps, underperformance, value | The fund focuses on small-cap value investing, seeking companies trading below intrinsic value estimates. The manager emphasizes the fund's lower valuations compared to the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. | GLOB PBH |
View |
| 2025 Q3 | Oct 24, 2025 | Diamond Hill Small Cap Fund | 7.9% | 6.7% | COOP, DCO, FIP, HURC, LEU, MLAB, OEC, RHP, RRR, TFIN, USLM | AI, defense, nuclear, Quality, small caps, value | The artificial intelligence boom had widespread effects across sectors in Q3, with materials up 25% and technology up over 16%. Technology companies continued their torrid run as sentiment around AI's potential to radically change life remains high. Nuclear fuel provider Centrus Energy is benefiting from renewed interest in nuclear power to support growing power demand tied to the AI boom. | FTAI DCO USLM RRR LEU COOP LEU COOP |
View |
| 2025 Q3 | Oct 21, 2025 | Brandes Small Cap Value Fund | 11.2% | 16.6% | AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF | healthcare, industrials, positioning, small caps, technology, underperformance, value | The fund focuses on small-cap value investing, seeking companies trading below intrinsic value estimates. The manager emphasizes the fund's lower valuations compared to the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. | PBH GLOB PBH GLOB |
View |
| 2025 Q4 | Jan 9, 2026 | Middle Coast Investing | 2.7% | 16.9% | AAPL, ABM, AER, AMZN, APOG, ATKR, ATRO, AVGO, BHF, CCK, COF, CPAY, ECG, FG, GOGO, GOOG, HI, HNI, HURC, LULU, LYFT, MLKN, OMAB, PAGS, PGR, PTLO, SCHW, TRIP, WS | Bottom-up, Cash, Defensive, Office Furniture, risk management, value | Manager emphasizes bottom-up investing approach, looking for companies that will do better in years ahead when stocks are priced attractively. Seeks good companies at fair prices to protect against market struggles while avoiding missing big years. Primary goal is to avoid blowing up and survive through bad times. Uses rules like not buying whole positions at once, demanding 50% upside, watching leverage, and knowing when to double down. Maintains defensive portfolio positioning. Decade-long investment theme in office furniture companies including Kimball International, Steelcase, and HNI Corporation. Believes return to office theme hasn't played out but might be soon, with order growth showing improvement across major players. | View | |
| 2025 Q4 | Jan 23, 2026 | Brandes Small Cap Value Fund | 5.9% | 23.4% | ALKS, AOBC, ARLO, AVDL, CENT, DIIBF, ELAN, EPC, GHM, GIL, GRFS, HURC, HXL, IMKTA, INVX, KMT, MOG.A, NTGR, ORN, PKE, PZZA, RGP, SEE, UTMD | healthcare, industrials, Outperformance, positioning, small caps, value | The fund focuses on small-cap value investing, seeking companies with strong balance sheets, compelling growth prospects, and durable free cash flow generation. The fund exhibits lower valuations than the Russell 2000 Index while maintaining exposure to undervalued opportunities. Management expresses optimism about the potential of value stocks in general. The fund specifically targets small-cap companies, maintaining significant overweight positions in industrials while underweighting financials and real estate compared to benchmarks. The portfolio is positioned as an attractive complement to other small-cap offerings with differentiated exposure and risk characteristics. | CENT |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Diamond Hill Small Cap Fund | Hurco Companies | Industrials | Industrial Machinery & Supplies & Components | Bull | NASDAQ | Aerospace, CNC Machine Tools, Defense Investment, European Exposure, Industrial technology, Manufacturing Equipment, Metal Cutting | View Pitch |
| Jan 27, 2026 | Fund Letters | Daniel Shvartsman | Hurco Companies, Inc. | Industrials | Machine Tools | Bull | NASDAQ | assets, Bookvalue, Cyclicality, machinery, Speculation | View Pitch |
| Oct 15, 2025 | Value Investors Club | maggie1002 | Hurco Companies, Inc. | Industrials | Industrial Machinery | Bull | NASDAQ | Automation, CNC, cyclical trough, insider buying, international exposure, machine tools, orders/book-to-bill, ProCobots, tangible book value, tariffs/FX | 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. | ||||||||