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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 5, 2026 | City Different Investments – Global Equity | 3.9% | 3.9% | CCO, IHS, MELI, TDW, VAL | commodities, E-Commerce, energy, geopolitics, Global Equity, shipping, value | CCO MELI TDW |
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| 2025 Q4 | Feb 22, 2026 | City Different Investments – Global Equity | -0.2% | 31.6% | CROX, CVNA, IHS, MELI, RYAAY, TLN | Bottom-up, E-Commerce, energy, global, nuclear, technology, value | The fund holds Carvana, a vertically integrated e-commerce platform for used cars that eliminates traditional dealerships. MercadoLibre remains a core holding despite recent weakness, with the manager enthusiastic about its e-commerce and fintech strengths. E-commerce remains an important industry theme for the portfolio. Talen Energy, a major contributor for three consecutive years, owns nuclear facilities and expanded its relationship with Amazon Web Services to provide carbon-free energy for data centers. The global energy transition remains an important industry theme, with the fund investigating energy-related companies that have struggled recently. Talen Energy expanded its relationship with Amazon Web Services to provide carbon-free energy for data centers, highlighting the growing electricity demand from this sector. The fund sees potential benefits from rising electricity demand driven by data center growth. | IHS TLN CVNA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 26, 2026 | Fund Letters | Vinson Walden | IHS Holding Limited | Communication Services | Wireless Telecommunication Services | Bull | New York Stock Exchange | deleveraging, Emerging markets, infrastructure, recovery, Tenancy, Towers | View Pitch |
| Jan 22, 2026 | Twitter / X | @ToffCap | IHS Holding Ltd. | Communication Services | Alternative Carriers | Bull | New York Stock Exchange | Additional, Asset, Disposals, Ihs, Review, Selling, Telecom, Underlying | View Pitch |
| Oct 23, 2025 | Value Investors Club | tps12 | IHS Holding Limited | Real Estate | Telecommunication Services | Bull | NYSE | asset sales, buybacks, deleveraging, Emerging markets, Nigeria | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $1.8M | 0.00% | 244,370 | -244,370 | -50.00% | 0.0679% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $1.4M | 0.00% | 185,726 | -150,274 | -44.72% | 0.0516% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $106,700 | 0.00% | 14,303 | -206 | -1.42% | 0.0040% |
| Israel Englander | Millennium Management LLC | $233.2B | $26.2M | 0.01% | 3,511,989 | -181,189 | -4.91% | 0.9761% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $7.8M | 0.01% | 1,051,717 | -3,571 | -0.34% | 0.2923% |