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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q4 | Feb 22, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | BV, GV, GVA, HALO, HHC, JRVR, KN, MP, QUOT, SP, SSTK, UPLD, VNOM | - | View | ||
| 2023 Q4 | Jan 30, 2024 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, APG, ECPG, GVA, HALO, HCI, JRVR, NNN, PTEN, SP, SRC | energy, financials, infrastructure, Quality, real estate, small caps, value | Small caps led the market rally in Q4 with 14.0% returns, outperforming large caps. Despite the rally, small caps trade at over a 3-turn discount to large caps, which the manager believes should narrow over time. The broadening out of market returns should benefit small caps, as historically when large cap returns broaden, small caps tend to outperform. | NNN COO|CW|DKNG|FSS|HALO|ZD PTEN GVA AFM CN|B4B GR|BLU SJ|COH SJ|HCI|KO|KSPI|MGROS TI|MTN SJ|NE|NPK SJ|OCE SJ|PPI|PRX NA|SAHOL TI|SES|WINE LN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | Substack | Triples Investing | James River Group Holdings Ltd. | Insurance | Excess & Surplus Lines Insurance | Bull | activist investor, Asset Sale, Book Value, E&S Insurance, financial restructuring, Insurance, James River Group, strategic changes, undervaluation, Zimmer Partners | 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. | ||||||||