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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | The Olstein Strategic Opportunities Fund | - | - | ABM, BLBD, CENT, DIN, GTES, IVZ, SHYF, ST, VNT, VSH | consumer, industrials, small caps, technology, value | The fund focuses on companies selling at discounts to their intrinsic value based on their normalized ability to produce free cash flow. Market volatility enabled filling the portfolio with companies that had outstanding liquidity but were affected by short-term problems. | View | |
| 2025 Q2 | Jul 22, 2025 | Columbia Dividend Opportunity Fund | 2.7% | - | ABBV, AMT, AVGO, BAC, C, CSCO, CVX, GLW, GOOGL, GS, HPE, IBM, IVZ, JNJ, JPM, PAYX, PM, STX, UNP, XOM | AI, dividends, financials, healthcare, technology, value | The fund focuses on companies with historically consistent and increasing dividends, though dividend-paying stocks underperformed the broader market during the quarter. The manager believes undervalued dividend stocks continue to offer opportunities for individual security selection. | MCHP |
View |
| 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 | ||
| 2025 Q3 | Oct 14, 2025 | Columbia Dividend Opportunity Fund | 6.1% | - | ABBV, AVGO, BAC, C, CSCO, CVX, DRI, GLW, GOOGL, GS, HPE, IBM, IVZ, JNJ, JPM, PAYX, PM, STX, UNP, XOM | AI, dividends, financials, healthcare, technology, value | Technology sector strength was propelled by positions in companies that have emerged as potential beneficiaries of AI over the past year, including Corning and Seagate Technology. AI's positive impact on earnings growth is being seen in the technology and utilities sectors. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Seeking Alpha | Kingfisher Research | Invesco Ltd. | Financials | Asset Management | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $10.8M | 0.02% | 412,693 | -59,457 | -12.59% | 0.0910% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $49.0M | 0.06% | 1,863,564 | -43,800 | -21.19% | 0.4110% |
| Robert Pohly | Samlyn Capital | $6.3B | $110.6M | 1.76% | 4,211,041 | +2,268,260 | +116.75% | 0.9288% |
| Ray Dalio | Bridgewater Associates | $27.4B | $735,954 | 0.00% | 28,015 | -18,452 | -39.71% | 0.0062% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $663,107 | 0.00% | 25,242 | -3,300,789 | -99.24% | 0.0056% |
| Israel Englander | Millennium Management LLC | $233.2B | $241,684 | 0.00% | 9,200 | -81,000 | -89.80% | 0.0020% |
| Jeremy Grantham | GMO LLC | $39.1B | $7.1M | 0.02% | 269,705 | +77,818 | +40.55% | 0.0595% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $4.3M | 0.01% | 162,111 | -105,016 | -39.31% | 0.0358% |
| Cliff Asness | AQR Capital Management | $190.6B | $233.4M | 0.12% | 8,882,863 | -936,136 | -9.53% | 1.9592% |
| Louis Bacon | Moore Capital Management | $6.8B | $17.6M | 0.26% | 670,080 | +670,080 | +100.00% | 0.1478% |
| Nelson Peltz | Trian Fund Management | $4.0B | $78.0M | 1.96% | 2,970,944 | -11,657,511 | -79.69% | 0.6553% |
| Rich Handler | Jefferies | $19.3B | $4.4M | 0.02% | 167,823 | +5,553 | +3.42% | 0.0370% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $946 | 0.00% | 36 | +0 | +0.00% | 0.0000% |