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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 27, 2024 | White Brook Capital | 0.0% | 6.5% | AFYA, BLDR, GBX, GPRE, KAR, KNX, LTH, PETQ, PTLO, RILY | consumer, healthcare, Pet Care, small caps, Trade Down, value | The manager sees pet care as benefiting from aging pet populations requiring more medications and supplements, while less affluent consumers trade down to cost-effective products like PetIQ's offerings. The company benefits from pets' continued existence rather than just initial purchases, with supplements becoming their largest business segment. | PETQ |
View |
| 2021 Q4 | Dec 31, 2021 | White Brook Capital | - | - | AMC, GME, KAR, MOS, PBI, QRTEA, RILY | COVID, inflation, mid cap, Outperformance, Supply Chain, value | View | ||
| 2022 Q4 | Jan 30, 2023 | Atherean Value Fund | - | - | ADBE, CPRT, CVNA, GOOG, IAA, KAR, MKL, OCSL | Alphabet, Market Downturn, Portfolio Management, Quality, technology, value | KAR GOOGL |
View | |
| 2022 Q3 | Apr 11, 2022 | White Brook Capital | 0.0% | 6.5% | BOX, GBX, ITRI, KAR | - | View | ||
| 2022 Q1 | Mar 31, 2022 | White Brook Capital | 3.0% | 3.0% | IAC, KAR, MHK, MTCH, QRTEA | - | View | ||
| 2024 Q4 | Jan 27, 2025 | White Brook Capital | - | - | AFYA, BLDR, BOX, DNUT, GBX, GPRE, INFU, KAR, LTH, MOS, OKTA, PTLO, RPID, W | Brazil, Fertilizers, Food, healthcare, Housing, mid cap, technology, value | Two portfolio companies have significant Brazilian operations affected by currency devaluation of over 25% in 2024. Brazilian government passed fiscal measures reducing spending in late 2024, and currency pressures have abated. The manager expects significant returns if Brazil's currency stabilizes or improves versus the dollar. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Atherean Value Fund | KAR Global | Other | Specialty Retail | Bull | New York Stock Exchange | asset-light, automotive, debt reduction, digital platform, high-margin, Re-rating Opportunity, Sum-of-parts, transformation, Used Vehicles, Wholesale Auctions | 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. | ||||||||