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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q2 | Jun 30, 2022 | SouthernSun Small Cap | -7.5% | - | AGCO, COOK, CR, DAR, DORM, KOP, MGPI, MUSA, SAFM, SAM, SCL, UNVR | Balance Sheets, consumer, Industrial, inflation, Quality, small cap, value | SAM AGCO DAR DORM MGPI |
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| 2025 Q1 | Mar 31, 2025 | Pzena Investment Management | - | - | 005930.KS, AKE.PA, BABA, BAER.SW, BAX, BIRG.L, CABK.MC, CVS, DOW, GSK.L, HUN, KOP, ML.PA, NVDA, NVTA, SBRY.L, TCEHY, TESCO.L, TSM, TSMC, UIS | AI, Banking, Chemicals, Europe, risk management, semiconductors, tariffs, value | Broad-based tariffs announced in April created significant market volatility and uncertainty. The firm uses its risk framework to assess tariff impacts on portfolio companies, examining business models, balance sheets, and competitive positioning. Many holdings have reduced Chinese exposure since 2018-2019 tariffs. | 005930.KS |
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| 2023 Q4 | Jan 16, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | AMWD, BELFB, BLN.TO, BLND, BXC, CMT, COHR, GPI, HAYW, HCC, HQI, INTT, ITI, KBR, KOP, KRT, LMB, TGLS, TH, VSH | Construction, industrials, Long/Short, rates, semiconductors, small caps, value | Small-cap stocks have been underperforming larger ones for the second longest stretch since the 1930s. The forward P/E for the S&P Small Cap 600 is now 13x, compared to 19x for the S&P 500 and 32x for the Magnificent 7. Historical analysis shows that after similar periods of underperformance, small caps outperformed large caps by 22.2%, 10.5%, and 9.8% annually over subsequent 1, 3, and 5-year periods. | INTT |
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| 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 | $950,941 | 0.00% | 35,116 | +17,498 | +99.32% | 0.1384% |
| Richard Pzena | Pzena Investment Management | $33.4B | $32.6M | 0.10% | 1,204,252 | -45,020 | -3.60% | 4.7477% |
| Israel Englander | Millennium Management LLC | $233.2B | $800,458 | 0.00% | 29,559 | -43,579 | -59.58% | 0.1165% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $5.3M | 0.01% | 195,438 | +19,666 | +11.19% | 0.7705% |
| Cliff Asness | AQR Capital Management | $190.6B | $2.6M | 0.00% | 94,986 | -4,516 | -4.54% | 0.3745% |
| Mario Gabelli | GAMCO Investors | $10.4B | $831,735 | 0.01% | 30,714 | -11,000 | -26.37% | 0.1211% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $1.3M | 0.16% | 47,814 | +0 | +0.00% | 0.1949% |