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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Aug 9, 2023 | The Olstein Strategic Opportunities Fund | - | - | AMZN, AVTR, BAX, CSCO, CW, DAL, DE, DIS, DOV, FIS, GNRC, GOOGL, IFF, KFY, KLIC, META, NFLX, ORCL, TGT, USB, WESCO | Banking, discount, Entertainment, free cash flow, fundamentals, technology, value | The fund emphasizes buying companies at significant discounts to intrinsic value based on normalized future free cash flow. The manager believes current negative sentiment has created opportunities to purchase good companies whose stock prices have fallen to levels that no longer accurately represent their future fundamentals. | CSCO DIS |
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| 2025 Q2 | Aug 10, 2025 | Askeladden Capital Partners | - | - | BELFB, FC, FTLF, GO, KFY, LGIH, SFM, TFM | AI, Automation, Grocers, productivity, Research, small caps, value | AI has increased productivity by 5-10x, transforming the investment process through custom software development, mass information analysis, and automated writing. The manager believes AI provides a substantial competitive advantage and is restructuring all core tools to be AI-first. | FTLF GO ALOT FC FTLF BELFB GO |
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| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | AES, AGO, AGRO, AM, BCC, BCE, BK, CAG, CAH, CHRD, CNP, CSCO, D, DCP, EME, EMN, ENB, ENLC, EPD, ETD, EVR, EXR, FFBC, FULT, GS, HCA, JHG, JNJ, JPM, KEY, KFY, KNF, LBRT, LNG, LYB, MATX, MDU, MED, MEI, MPC, MSFT, MSM, NGG, NSP, NVDA, OMAB, OMF, POR, PPL, PSX, QCRH, RRC, RY, SBAC, SLP, SO, SUN, UGI, UHT, VLO, VST, WINA, WMB | dividends, energy, income, technology, Utilities, value, volatility | The letter extensively analyzes dividend-paying tech stocks versus non-payers, finding high-dividend tech stocks outperformed when excluding the internet bubble period. Miller/Howard focuses on companies with strong dividend coverage and growth potential, with their Income-Equity strategies yielding 3.5-3.7% and positioned for dividend growth throughout market cycles. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $18.1M | 0.02% | 273,598 | +17,065 | +6.65% | 0.5543% |
| Richard Pzena | Pzena Investment Management | $33.4B | $52.3M | 0.16% | 791,865 | -19,509 | -2.40% | 1.6041% |
| Ray Dalio | Bridgewater Associates | $27.4B | $2.1M | 0.01% | 32,493 | +8,943 | +37.97% | 0.0658% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $10.5M | 0.01% | 159,029 | +159,029 | +100.00% | 0.3222% |
| Israel Englander | Millennium Management LLC | $233.2B | $14.7M | 0.01% | 223,065 | -63,575 | -22.18% | 0.4519% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $8.3M | 0.01% | 125,828 | -9,674 | -7.14% | 0.2549% |
| Cliff Asness | AQR Capital Management | $190.6B | $4.3M | 0.00% | 65,724 | -37,822 | -36.53% | 0.1331% |
| Mario Gabelli | GAMCO Investors | $10.4B | $1.6M | 0.02% | 24,405 | -3,724 | -13.24% | 0.0494% |
| John Rogers | Ariel Investment | $9.3B | $30.8M | 0.33% | 466,090 | -9,163 | -1.93% | 0.9442% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $594 | 0.00% | 9 | +9 | +100.00% | 0.0000% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $2.2M | 0.27% | 32,898 | +7,528 | +29.67% | 0.0685% |
| Rich Handler | Jefferies | $19.3B | $1.3M | 0.01% | 19,513 | +19,513 | +100.00% | 0.0395% |