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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q2 | Jun 30, 2022 | Alluvial Capital Management | -9.9% | -16.5% | GTX, JOB, LICT, PX | Bear Market, Europe, liquidation, Low Expectations, Microcap, real estate, value | CPTP GTX UNI.MI PX |
View | |
| 2022 Q1 | Mar 31, 2022 | Alluvial Capital Management | -7.3% | - | HDIV, JOB, PX | Europe, international, Poland, small caps, special situations, value | HRBR JOB PX |
View | |
| 2022 Q3 | Oct 10, 2022 | Alluvial Capital Management | 4.8% | 15.7% | BFC, CBOBA, GTX, HRBR, JOB, PX, UBAB, UD IM | - | View | ||
| 2022 Q4 | Oct 1, 2023 | Alluvial Capital Management | 4.8% | 15.7% | 6KF GR, FTLF, GTXAP, JOB, PX, RVIC, SUMXF, UD IM | - | View | ||
| 2022 Q4 | Feb 16, 2023 | SRK Capital | 0.0% | 17.2% | HGBL, HROW, JOB, MLC CN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Alluvial Capital Management | GEE Group | Staffing & Employment Services | Human Resource & Employment Services | Bull | New York Stock Exchange | debt-free, Healthcare Staffing, Professional Recruiting, Roll-up Strategy, Staffing Services, Technology Staffing, turnaround, Value | 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 |
|---|---|---|---|---|---|---|---|---|
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $15,745 | 0.00% | 80,700 | -39,826 | -33.04% | 0.0595% |