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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 18, 2025 | NZS Capital – Growth | 19.4% | 15.1% | 1211.HK, APH, ARM, CDNS, CPRT, DHR, FI, FND, GLBE, GOOGL, HEI, IR, LRCX, MELI, MRVL, MSFT, NET, NVDA, PGR, PWR, ROP, SAIL, TOST, TSM | growth, Portfolio Management, semiconductors, software, technology, volatility | NZS views the world as a complex adaptive system subject to frequent shocks and disruptions. Their portfolio construction process is designed to handle volatility by sizing positions based on range of outcomes rather than narrow predictions. The resilient head provides ballast during volatility while the optionality tail captures asymmetry. | TOST TOST |
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| 2021 Q4 | Jun 30, 2021 | The Olstein Strategic Opportunities Fund | - | - | AGCO, BRC, GBX, GHM, GNRC, GTES, IIVI, IR, IVZ, JLL, JOUT, KLIC, KTB, LFUS, MHK, MIDD, RBC, REYN, SEAS, TKR, TPG, UFPT, WCC, WGO, ZBRA | free cash flow, Quality, Recovery, small caps, undervaluation, value | View | ||
| 2026 Q1 | Jun 15, 2026 | Turtle Creek Fund Test | -4.8% | -4.8% | ATS.TO, BFH, CE, CIGI.TO, ENSG, IR, MEDP, PBH.TO, PNTG | Buybacks, healthcare, Industrial, mid cap, Specialty Chemicals, value | PNTG MEDP IR ATS.TO CIGI PBH.TO CE |
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| 2026 Q1 | Apr 29, 2026 | Weitz Multi Cap Equity Fund | -8.3% | -8.3% | CSGP, DHR, GOOGL, HEI, IR, IT, MSFT, ODFL, RGEN, SIRI, TXN, V | AI, energy, fundamentals, Geopolitical, multi-cap, Portfolio Management, value | View | ||
| 2026 Q1 | Apr 29, 2026 | Weitz Large Cap Equity Fund | -12.1% | -12.1% | ADI, ASML, CRM, CSGP, DHR, HEI, IEX, IR, MSFT, NVDA, ODFL, TMO, TSM | AI, Concentration, Industrial, large cap, Life Sciences, semiconductors, technology, value | View | ||
| 2024 Q4 | Dec 31, 2024 | Artisan Mid Cap Fund | 5.1% | 12.0% | APP, EXAS, FTV, GDDY, GTLB, HOOD, HUBB, IR, LYV, MPWR, MRVL, ON, ONTO, PLTR, PSTG, SHOP, SPOT, TEAM, USFD, XYL | AI, Biotechnology, Cloud, growth, healthcare, mid cap, semiconductors, technology | AI adoption is driving growth across portfolio holdings including custom AI chips from Marvell, networking solutions from Arista Networks, and cloud software companies integrating AI functionality into their platforms. Data centers require vast amounts of electricity to power AI infrastructure, creating energy demand challenges. | View | |
| 2023 Q3 | Sep 30, 2023 | Artisan Mid Cap Fund | 2.4% | 6.6% | ARGX, ASND, BNTX, DXCM, EXAS, GPN, HALO, HUBS, IR, JBL, LSCC, PWR, RPGN, SAIA, SWAV, TEAM, VEEV, WING, WST, ZS | AI, Biotechnology, Energy Transition, growth, healthcare, mid cap, semiconductors, technology | Manager is bullish on GLP-1 obesity therapies, especially the growth they should enable for biologics packaging franchises like West Pharmaceutical. Believes the public health benefits are real but unlikely to materially restrain growth opportunities of medical device holdings for many years. Taking advantage of attractive valuations in adversely impacted holdings like DexCom. | View | |
| 2022 Q4 | Jan 20, 2023 | Artisan Global Discovery | 7.6% | 13.1% | 0ABI LN, 0I4Q LN, CNHI, CTLT, GMAB, GXI GR, IR, LSCC, MPWR, PUMA, RYTM, SAIA, SIVB, TEAM, ZS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 16, 2026 | Fund Letters | Turtle Creek Fund Test | Ingersoll Rand Inc. | Specialty Industrial Machinery | Industrial Machinery | Bull | New York Stock Exchange | Book-to-Bill Ratio, Capital equipment, Cyclical, Diversified Industrial, industrial machinery, Industrial Recovery, order growth | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Daniel Jones | Ingersoll Rand | Industrials | Specialty Industrial Machinery | Neutral | 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 |
|---|---|---|---|---|---|---|---|---|
| Sarah Ketterer | Causeway Capital Management LLC | $7.3B | $47.3M | 0.65% | 596,771 | +40,542 | +7.29% | 0.1233% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $6.6M | 0.01% | 83,892 | -12,941 | -13.36% | 0.0173% |
| Ray Dalio | Bridgewater Associates | $27.4B | $4.3M | 0.02% | 54,147 | +36,776 | +211.71% | 0.0112% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $426,283 | 0.00% | 5,381 | +1,362 | +33.89% | 0.0011% |
| Israel Englander | Millennium Management LLC | $233.2B | $36.9M | 0.02% | 465,727 | -418,605 | -47.34% | 0.0963% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.6M | 0.00% | 20,500 | +13,500 | +192.86% | 0.0042% |
| Cliff Asness | AQR Capital Management | $190.6B | $4.8M | 0.00% | 60,630 | +8,947 | +17.31% | 0.0125% |
| Mario Gabelli | GAMCO Investors | $10.4B | $7.3M | 0.07% | 91,962 | -1,888 | -2.01% | 0.0190% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $321,721 | 0.04% | 4,020 | -317 | -7.31% | 0.0008% |
| Rich Handler | Jefferies | $19.3B | $1.4M | 0.01% | 17,496 | +5,496 | +45.80% | 0.0036% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $1,995 | 0.00% | 25 | -1 | -3.85% | 0.0000% |