| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q4 | - | Capicraft Investment Partners | - | 40.7% | CCO.TO, CRES.BA, FPI, GLTR.L, IMO.TO, LAND, MTN.JO, NTR, SBER.ME, ZED.JO | Agriculture, commodities, energy, inflation, nuclear, real assets, Russia | GLTR.L MTN.JO ZED.JO NTR CRESY FPI GLAD IMO.TO CCO.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Seeking Alpha | Seeking Alpha | Gladstone Land Corporation | Real Estate | Equity REITs | Bull | NASDAQ Stock Market | capital upside, debt maturity, Farmland, fixed interest rates, Gladstone Land Corporation, income yield, permanent crops, preferred shares, REIT, variable leases | View Pitch |
| Jan 8, 2026 | Seeking Alpha | Seeking Alpha | Gladstone Land Corporation | Real Estate | Equity REITs | Bull | NASDAQ Stock Market | capital upside, debt maturity, fixed-income securities, Gladstone Land Corporation, income yield, permanent crops, REIT, Series B Preferreds, U.S. farmland, variable leases | View Pitch |
| Oct 6, 2025 | Value Investors Club | funkycold87 | Gladstone Land Corp | Real Estate | Specialized REITs | — | NASDAQ | farmland, REIT, California, leverage, NAV, short | View Pitch |
| Sep 9, 2025 | Seeking Alpha | Seeking Alpha | Gladstone Land Corporation | REIT - Specialty | Bull | 7.7% yield, agriculture, capital appreciation, crop revenue participations, farmland REIT, Gladstone Land Corporation, interest rate cuts, preferred shares, Real Estate, share repurchase | 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. | ||||||||