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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Meridian Contrarian Fund | -7.6% | -7.6% | AXS, CCJ, HNST, KRNT, NGD CN, RDUS | - | View | ||
| 2024 Q3 | Oct 31, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | AUR, CLAR, CLW, ENVX, ETD, INTT, ITI, KRNT, MEG, SWIM, XMTR | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Meridian Contrarian Fund | 6.7% | - | HNST, KRNT, LASR, PENG, PL, PRGO | AI, defense, Electrification, small caps, turnaround | The fund focuses on undervalued companies with visible catalysts for recovery, highlighting themes in AI infrastructure, electrification, and defense technology. Managers see opportunities in overlooked small- and mid-cap firms benefiting from industrial automation and power transition. The contrarian strategy targets earnings rebounds from improving fundamentals despite macro uncertainty. | LASR PL KRNT PRGO HNST LASR PL KRNT PRGO HNST |
View |
| 2024 Q3 | Sep 30, 2024 | Meridian Contrarian Fund | 6.9% | 0.0% | BOWL, CACI, CARS, KRNT, NVTS, THC | - | View | ||
| 2024 Q2 | Jul 25, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | BLBD, COHR, ENVX, ETD, HEES, INTT, KRNT, LMB, LWLG, PRIM, RELL, SWIM | - | View | ||
| 2023 Q1 | Apr 18, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | ALTR, ATI, HEES, INTT, ITI, KRNT, LBRT, LSTR, LUNA, THRY, TITN, TWI, ZEUS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | James England | Kornit Digital Ltd. | Industrials | Electronic Equipment, Instruments & Components | Bull | NASDAQ | Addressable market, Digital printing, Margins, recovery, Sustainability, valuation | View Pitch |
| Nov 28, 2025 | Fund Letters | James England | Kornit Digital Ltd. | Industrials | Electronic Equipment, Instruments & Components | Bull | NASDAQ | Addressable market, Digital printing, Margins, recovery, Sustainability, 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||