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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Clark Street Value | - | -3.6% | ACR, ATHA, CKX, CMCT, CRGX, DNB, EHAB, ELEV, ENZ, EPIX, GRBK, HHH, HLVX, IGT, IKNA, INBX, IOR, KRON, KROS, LMNR, ME, MREO, MURA, NSTS, PARR, RPTX, SEG, SHCO, THRD | activism, catalysts, Event-Driven, liquidation, special situations | The portfolio review centers on special situations such as liquidations, strategic alternatives, spinoffs, and activist-driven outcomes. The manager focuses on downside-protected setups where cash, assets, or catalysts limit risk. Event-driven value is positioned as attractive amid broad market overvaluation. | IGT EHAB SHCO NSTS IOR CKX THRD RPTX MURA EPIX ATHA |
View |
| 2024 Q1 | Apr 15, 2024 | Palm Harbour Capital | 5.1% | 13.5% | 0NV0 LN, 9404 JP, 9824 JP, EVRI, HAT LN, IGT, OCN LN, SYENS BB, TISG IM | - | View | ||
| 2024 Q4 | Mar 5, 2025 | Palm Harbour Capital | - | - | 9404 JP, GSMI PM, IGT, KTMC IM, OCN LN, ODET FP, PPA GA, PRT IM, TKA AV | - | View | ||
| 2022 Q3 | Nov 15, 2022 | Palm Harbour Capital | 5.1% | 13.5% | 4966 JP, BAYA GR, GPL SJ, GSMI PM, HAT LN, IGT, MHZ GR, OCI NA, ODF GR, RHIM SW, UNIR IM | - | View | ||
| 2022 Q4 | Nov 2, 2023 | Palm Harbour Capital | 5.1% | 13.5% | BOAVSTB BZ, CALT IM, IBST LN, IGT, IHRT, JST GR, LNA FP, MOH GA, MTX GR, RHIM LN, VRLA FP | - | View | ||
| 2024 Q3 | Oct 16, 2024 | Palm Harbour Capital | 5.1% | 13.5% | 327 HK, EVRI, GSMI PM, IBST LN, IGT, KRI GA, MDIA3 BZ, MEOH, OCI NA, OCN LN, UNIR IM, VARRY, VRLAF | - | View | ||
| 2024 Q2 | Aug 20, 2024 | Silver Ring Value Partners | 0.0% | 0.0% | ALFAA MM, IGT | - | View | ||
| 2023 Q2 | Aug 8, 2023 | Palm Harbour Capital | 5.1% | 13.5% | 086280 KS, 200 HK, 4966 JP, IGT, LNA FP, LTMC IM, MTX GR, OCI NA, PRT IM, RHIM LN, VARRY | - | View | ||
| 2024 Q2 | Jul 29, 2024 | Palm Harbour Capital | 5.1% | 13.5% | 0FHO LN, CED IM, DAL LN, GSMI PM, IGT, LNA FP, OCI NA, PPA GA, SOLB BB, TKA AV, WIX LN | - | View | ||
| 2023 Q1 | Apr 23, 2023 | Palm Harbour Capital | 5.1% | 13.5% | 0NFS LN, CED IM, CIRC IM, DAN IM, GSMI PM, IGT, IHRT, OCI LN, TEZ GR, TKA AV, VARRY | - | View | ||
| 2025 Q1 | Apr 22, 2025 | Palm Harbour Capital | - | - | 5482 JP, IGT, JST GR, LTMC IM, NOEJ GR, OCN LN, ODET FP, PPA GA, SUI SJ, TISG IM, VRLA FP | - | View | ||
| 2023 Q4 | Jan 31, 2024 | Palm Harbour Capital | 5.1% | 13.5% | 200 HK, 6523 JP, BAYRY, EXCO32 BZ, IGT, LNA FP, OCN LN, RHIM LN, SOLB BB, TKA AV | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Pearu Põld | International Game Technology PLC | Real Estate | Casinos & Gaming | Bull | NYSE | capital returns, Gaming, Lottery, restructuring, Transaction | 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. | ||||||||