| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 21, 2025 | Plural Investing | -9.1% | -5.6% | GLIB.A, JDG.L, JET2.L, SEG, WOSG.L | Buybacks, Europe, real estate, small caps, spinoffs, Telecom, Travel, value | The fund focuses on deeply undervalued small-cap equities with strong balance sheets and aligned management, citing opportunities in Jet2, Seaport Entertainment, and GCI Liberty. Managers see market pessimism in UK and US small caps as misplaced, creating entry points for disciplined long-term investors. The portfolio targets intrinsic value recovery through concentrated, research-driven holdings and patient capital deployment. | GLIBA WOSG JDG SEG JET2 GLIBA SEG JET2 |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | Substack | Wonderstcks | Jet2 Plc | Travel and Aviation | Leisure Airline | Bull | London Stock Exchange | Customer service, financial health, Fleet renewal, Fuel hedging, Leisure airline, London Gatwick expansion, market leadership, package holidays, Sustainability, UK travel market | View Pitch |
| Mar 16, 2026 | Substack | Triples Investing | Jet2 plc | Airlines | Leisure Travel | Bull | London Stock Exchange | cash reserves, growth potential, Jet2, Leisure Travel, market valuation, package holidays, Share Buybacks, travel industry risks, UK airline, UK public markets | View Pitch |
| Dec 1, 2025 | Substack | Wonderstcks | Jet2 plc | Consumer Discretionary | Travel Services | Bull | Airbus fleet, airline industry, customer experience, economic downturn, growth potential, Jet2, Market Resilience, package holidays, UK market, undervaluation | 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. | ||||||||