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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Cullen Enhanced Equity Income Fund | 5.8% | 5.8% | KDP, PM, PNC, TRV | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Oakmark Fund- International Small Cap | 2.0% | 16.0% | ABNB, CG, CNC, ELV, GEHC, KDP, WFC | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Oakmark Select Fund | 6.0% | 14.2% | ABNB, EFX, IQV, KDP, PAYC | - | View | ||
| 2025 Q3 | Nov 16, 2025 | The Gabelli Dividend Growth Fund | 6.8% | - | C, CARR, KDP, NEM | CashFlow, defensiveness, dividends, pricingpower, Quality | The letter underscores dividend growth as a core driver of long-term equity returns, supported by companies with strong cash flows, robust balance sheets, and pricing power. Amid moderating economic growth and easing inflation, dividend growers offer defensive characteristics and attractive relative valuations. Management continues to emphasize high-quality franchises with durable competitive positions and consistent distribution increases. | MSGS US |
View |
| 2025 Q3 | Oct 28, 2025 | Harris Associates Concentrated Strategy | 2.4% | 6.2% | CRM, GOOG, IQV, KDP, MOH, WBD | Artificial Intelligence, Cloud, healthcare, Media, U.S. Equities | U.S. equities rose on tech strength, with key contributors Warner Bros Discovery and Alphabet benefiting from M&A speculation and AI-driven cloud growth. IQVIAs analytics and clinical research platform also advanced due to next-gen data capabilities. While detractors included Keurig Dr Pepper and Molina Healthcare, management remains focused on concentrated, high-conviction holdings tied to AI innovation and healthcare recovery. | CRM MOH KDP IQV GOOGL WBD CRM MOH KDP IQV GOOGL WBD |
View |
| 2025 Q3 | Oct 10, 2025 | Oakmark Select Fund | 2.3% | 5.4% | KDP, WBD | Beverages, M&A, Media, Streaming, technology | The fund focuses on consolidation in media, beverage M&A, and technology efficiency themes. Warner Bros Discovery rose on acquisition speculation, while Keurig Dr Peppers strategic split into coffee and soft drinks offers long-term value despite near-term volatility. | View | |
| 2024 Q3 | Sep 30, 2024 | Coho Relative Value Equity | 0.0% | 6.1% | DG, KDP, KO, MCHP, NVDA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Tony Coniaris | Keurig Dr Pepper Inc. | Consumer Staples | Beverages | Bull | NASDAQ | Beverages, Coffee, deleveraging, restructuring, spin-off, synergy, valuation | View Pitch |
| Nov 28, 2025 | Fund Letters | Tony Coniaris | Keurig Dr Pepper Inc. | Consumer Staples | Beverages | Bull | NASDAQ | Beverages, Coffee, deleveraging, restructuring, spin-off, synergy, valuation | 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 |
|---|---|---|---|---|---|---|---|---|
| Matthew Halbower | Pentwater Capital Management | $19.0B | $700,250 | 0.00% | 25,000 | +25,000 | +100.00% | 0.0018% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $4.2M | 0.01% | 150,100 | -6,664,758 | -97.80% | 0.0106% |
| Steven Halverson | Private Capital Management | $1.0B | $2.2M | 0.21% | 80,100 | +15,600 | +24.19% | 0.0056% |
| Ho Ching | Temasek Holdings | $31.6B | $2.8M | 0.01% | 99,805 | +0 | +0.00% | 0.0070% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $177.6M | 0.20% | 6,341,111 | -739,434 | -10.44% | 0.4471% |
| Lee Ainslie | Maverick Capital | $9.3B | $1.3M | 0.01% | 47,454 | -19,001 | -28.59% | 0.0033% |
| Ray Dalio | Bridgewater Associates | $27.4B | $5.9M | 0.02% | 208,969 | -18,390 | -8.09% | 0.0147% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $1.1M | 0.00% | 40,190 | -2,214,296 | -98.22% | 0.0028% |
| Israel Englander | Millennium Management LLC | $233.2B | $9.1M | 0.00% | 325,000 | -511,600 | -61.15% | 0.0229% |
| Jeremy Grantham | GMO LLC | $39.1B | $3.3M | 0.01% | 118,761 | -7,222 | -5.73% | 0.0084% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $84.7M | 0.07% | 3,025,695 | +1,321,096 | +77.50% | 0.2133% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $923,378 | 0.00% | 32,966 | -1,755,196 | -98.16% | 0.0023% |
| Cliff Asness | AQR Capital Management | $190.6B | $325.9M | 0.17% | 11,636,027 | +8,615,869 | +285.28% | 0.8205% |
| Mario Gabelli | GAMCO Investors | $10.4B | $1.3M | 0.01% | 48,171 | -1,000 | -2.03% | 0.0034% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $595.1M | 1.98% | 21,247,485 | +688,519 | +3.35% | 1.4982% |
| Rich Handler | Jefferies | $19.3B | $14.9M | 0.08% | 530,366 | -576,256 | -52.07% | 0.0374% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $2.5M | 0.01% | 90,258 | -21,969 | -19.58% | 0.0064% |