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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 | abrdn U.S. Small Cap Equity Fund | 5.1% | 8.3% | ANIP, DCO, EAT, FIVN, GPK, IAS, KBH, KN, KNSA, LGND, MTRN, NOG, QTWO, SMRT, SNEX, VERX, VIAV, WNS | Biotechnology, defense, infrastructure, Onshoring, Quality, small caps, US | The fund focuses exclusively on US small-cap stocks, with performance measured against the Russell 2000 Index. The manager remains optimistic about the long-term outlook for domestic small-cap stocks despite recent market turbulence. The strategy emphasizes higher-quality businesses that offer resilience to mitigate macroeconomic headwinds. | View | |
| 2024 Q3 | Oct 16, 2024 | Third Point Partners | 3.9% | 14.0% | AAP, AMZN, BBWI, CNK, DHR, DSV.CO, FYBR, GOOGL, INTC, KBH, LUMN, MSFT, PCG, VST, VZ | credit, Entertainment, Event-Driven, Logistics, Mortgage, Politics, value | DSV emerged as the leading bidder for DB Schenker, creating the largest freight forwarder with significant synergy potential. The company has a proven track record of consolidating the fragmented global freight forwarding industry with industry-leading margins. Rising complexity in global supply chains benefits DSV's unique network that guarantees capacity and on-time deliveries. | CNK DSV.CO |
View |
| 2024 Q4 | Jan 23, 2025 | Aristotle Small Cap Equity Fund | -0.5% | 9.4% | ACHC, AMTM, ASC, AXTA, AZPN, COLD, DY, EMR, GTLS, HASI, HURN, HXL, INFN, J, KBH, LQDT, MTSI, NOK, SUM, TROX | healthcare, industrials, M&A, materials, small caps, technology, value | Manager remains optimistic about long-term potential for small-cap segment. Valuations within small-cap segment remain compelling relative to large caps, with Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, increased M&A activity, continued decline in interest rates, continued reshoring of U.S. manufacturing, and infrastructure-related spending. | TROX HXL AXTA COLD AMTM ASC ACHC GTLS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 24, 2026 | Seeking Alpha | Seeking Alpha | KB Home | Consumer Discretionary | Homebuilding | Neutral | New York Stock Exchange | build-to-order, dividends and buybacks, first-time buyers, homebuilding, housing market, Interest rates, inventory management, KB Home, mortgage rates, stock valuation | View Pitch |
| Mar 20, 2026 | Seeking Alpha | Seeking Alpha | KB Home | Consumer Discretionary | Homebuilding | Bear | New York Stock Exchange | affordability, first-time buyers, geopolitical tensions, gross margins, homebuilding, housing market, Inventory, KB Home, mortgage rates, Sun Belt | 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 |
|---|---|---|---|---|---|---|---|---|
| Jo Taylor | Ontario Teachers' Pension Plan | $4.3B | $4.4M | 0.10% | 77,200 | +77,200 | +100.00% | 0.1022% |
| Donald G. Smith | Donald Smith & Co. | $5.3B | $40.9M | 0.77% | 725,394 | +576,694 | +387.82% | 0.9599% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $513,331 | 0.00% | 9,100 | -54,700 | -85.74% | 0.0120% |
| Cliff Asness | AQR Capital Management | $190.6B | $43.6M | 0.02% | 773,782 | +19,415 | +2.57% | 1.0239% |
| Israel Englander | Millennium Management LLC | $233.2B | $16.0M | 0.01% | 283,700 | -1,060,689 | -78.90% | 0.3754% |
| Jeremy Grantham | GMO LLC | $39.1B | $4.6M | 0.01% | 80,738 | -4,928 | -5.75% | 0.1068% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $41.4M | 0.06% | 733,800 | +540,424 | +279.47% | 0.9710% |
| Bruce Kovner | Caxton Associates | $3.2B | $1.5M | 0.05% | 22,471 | -4,696 | -17.29% | 0.0346% |
| Mario Gabelli | GAMCO Investors | $10.4B | $1.3M | 0.01% | 23,204 | +1,239 | +5.64% | 0.0307% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $5.2M | 0.63% | 89,906 | -1,494 | -1.63% | 0.1226% |
| Rich Handler | Jefferies | $19.3B | $1.1M | 0.01% | 19,000 | +11,882 | +166.93% | 0.0251% |