| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 18, 2026 | Madison Small Cap Fund | 0.1% | 0.1% | CHRD, CRL, CVLT, DRS, ENTG, FORM, GMED, GTLB, ICUI, MEDP, MTDR, PCOR, POWI, SITE, VIAV, WK | AI, defense, energy, healthcare, semiconductors, small caps, software | SITE PCOR MTDR ICUI |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Madison Small Cap Fund | ICU Medical | Medical Instruments & Supplies | Health Care Equipment | Bull | NASDAQ | cash flow, Consumables, defensive, Healthcare Equipment, Infusion Therapy, market share gains, Medical devices | 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $48.2M | 0.06% | 337,742 | +285,843 | +550.77% | 1.2779% |
| Israel Englander | Millennium Management LLC | $233.2B | $12.4M | 0.01% | 87,135 | -1,001,882 | -92.00% | 0.3297% |
| Cliff Asness | AQR Capital Management | $190.6B | $1.4M | 0.00% | 9,549 | +808 | +9.24% | 0.0361% |
| Mario Gabelli | GAMCO Investors | $10.4B | $3.4M | 0.03% | 23,974 | -1,088 | -4.34% | 0.0907% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $428 | 0.00% | 3 | +0 | +0.00% | 0.0000% |