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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 |
View |
| 2024 Q2 | Jul 11, 2024 | Headwaters Capital Management, LLC | 8.8% | 21.4% | AMAT, ANSS, ASML, CDNS, INSP, INTC, KLAC, KLIC, NVDA, PDFS, SNPS, TMDX | AI, Medical Devices, mid cap, semiconductors, small caps, technology, value | The manager discusses semiconductor manufacturing complexity and the need for advanced yield optimization software. PDF Solutions is positioned to benefit from increasing complexity at advanced nodes and the emergence of new foundries investing at the leading edge. | View | |
| 2021 Q4 | Jun 30, 2021 | The Olstein Strategic Opportunities Fund | - | - | AGCO, BRC, GBX, GHM, GNRC, GTES, IIVI, IR, IVZ, JLL, JOUT, KLIC, KTB, LFUS, MHK, MIDD, RBC, REYN, SEAS, TKR, TPG, UFPT, WCC, WGO, ZBRA | free cash flow, Quality, Recovery, small caps, undervaluation, value | 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 | $63.3M | 0.07% | 1,390,151 | +1,390,151 | +100.00% | 1.7604% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $914,890 | 0.00% | 20,081 | -20,623 | -50.67% | 0.0254% |
| Israel Englander | Millennium Management LLC | $233.2B | $2.8M | 0.00% | 60,733 | -158,682 | -72.32% | 0.0769% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $3.3M | 0.00% | 72,501 | +64,459 | +801.53% | 0.0918% |
| Cliff Asness | AQR Capital Management | $190.6B | $20.0M | 0.01% | 438,848 | +26,952 | +6.54% | 0.5557% |
| Mario Gabelli | GAMCO Investors | $10.4B | $1.7M | 0.02% | 37,856 | -5,769 | -13.22% | 0.0479% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $2,688 | 0.00% | 59 | +59 | +100.00% | 0.0001% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $1.3M | 0.15% | 38,467 | -435 | -1.12% | 0.0353% |