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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 9, 2024 | Greenlight Capital | 1.1% | 9.0% | BHF, CEIX, FHN, GRBK, HPQ, IMVT, KD, LBTYA, NYCB, PENN, ROIV, SOLB.BR, TECK, THC, VTSC.DE | AI, Copper, Long/Short, Macro, market structure, Passive investing, undervaluation, value | Greenlight established a position in HP Inc. to benefit from a potential AI-driven PC adoption cycle. Intel plans to release neural processing units this summer, and Microsoft is teasing AI features requiring NPUs. The firm believes AI optimism is not reflected in HPQ's share price. | LBTYA ROIV HPQ PENN SOLB.BR |
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| 2026 Q1 | May 11, 2026 | Horos Asset Management | - | - | BKNG, EXOR.MI, LBTYA, RNO.PA | energy, Europe, geopolitics, private credit, technology, value, volatility | View | ||
| 2025 Q1 | Apr 30, 2025 | Horos Asset Management | 5.0% | 5.0% | AAPL, AER, ANA.MC, DIA.MC, EAT.WA, ECR.MC, ELE.MC, GCO.MC, JUP.L, LBTYA, MRG-UN.TO, MSFT, NEON, NVDA, PYPL, SDE.TO, SDRL, SEM.LS, SON.LS, VRLA.PA | AI, China, energy, Europe, financials, tariffs, value | DeepSeek's emergence challenged US AI dominance, causing NVIDIA to lose $590 billion in market value. The Chinese company achieved comparable performance to OpenAI's models at 90-95% lower training costs, demonstrating China's engineering efficiency in AI implementation despite US innovation leadership. | View | |
| 2024 Q4 | Jan 7, 2025 | Horos Asset Management | 1.9% | 11.8% | AAPL, AMZN, AXP, CSCO, DIS, GOOGL, KO, LBTYA, MCD, META, MSFT, NVDA, PG, PYPL, TSLA | Concentration, contrarian, Europe, Market Risk, Spain, Telecommunications, value | The fund maintains a disciplined value investing approach, focusing on acquiring stocks with attractive risk-return trade-offs regardless of market trends. They emphasize contrarian positioning against trend-following investors who dominate current markets. | ZEGN.L |
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| 2024 Q3 | Sep 30, 2024 | Weitz Partners III Opportunity Fund | 9.1% | 14.1% | AMZN, AON, BRK-A, FIS, GOOGL, GPN, IEX, KMX, LBRDA, LBTYA, LH, LYV, META, MSFT, NVDA, PRM, SIRI, SPY, TMO | Broadband, Long/Short, Quality, Rate Cuts, technology, value | The fund focuses on owning high quality businesses trading at discounts to intrinsic value. Liberty Broadband traded at a significant discount to its Charter stake value, and SiriusXM Holdings appears undervalued with investors overly pessimistic about future cash flows at current prices. | View | |
| 2024 Q2 | Aug 31, 2024 | Horos Asset Management | 2.9% | 9.8% | AAPL, AER, AMZN, ATYM.L, BF-B, DEO, ENO.MC, GOOGL, LBTYA, MEL.MC, MSFT, NH.MC, NPN, NVDA, PTON, RI.PA, SEM.LS, TLGO.MC, TSLA, ZM | AI, Concentration, Europe, Margin Of Safety, risk management, technology, value | The fund emphasizes investing with a high margin of safety and finding companies trading at attractive valuations. They focus on situations that offer substantial upside potential compared to current market prices, particularly in areas where other investors may be overlooking opportunities. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | Seeking Alpha | Seeking Alpha | Liberty Global Ltd. | Telecommunications | Cable and Satellite | Bull | NASDAQ Stock Market | CapEx reduction, European telecom, Free Cash Flow, hedging strategy, Liberty Global, merger guidelines, sector beta, Spin-off catalyst, VodafoneZiggo, Ziggo Group | View Pitch |
| Apr 13, 2026 | Fund Letters | Greenlight Capital | Liberty Global | Communication Services | Cable & Satellite | Bull | NASDAQ | cable, capital allocation, Discount to Fair Value, Europe, Share Buybacks, spin-off, Sum-of-parts, Switzerland, telecommunications, Value | 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 |
|---|---|---|---|---|---|---|---|---|
| David Hoeft | Dodge & Cox | $185.3B | $49.9M | 0.03% | 4,481,061 | -286,500 | -6.01% | 1.1213% |
| Israel Englander | Millennium Management LLC | $233.2B | $23.9M | 0.01% | 2,149,639 | +1,190,464 | +124.11% | 0.5379% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $3.5M | 0.01% | 313,306 | +80,301 | +34.46% | 0.0784% |
| Cliff Asness | AQR Capital Management | $190.6B | $149.5M | 0.08% | 13,423,957 | +5,751,520 | +74.96% | 3.3591% |
| Mario Gabelli | GAMCO Investors | $10.4B | $23.0M | 0.22% | 2,061,839 | +159,450 | +8.38% | 0.5159% |
| Seth Klarman | Baupost Group | $5.3B | $23.2M | 0.44% | 2,080,456 | -2,996,306 | -59.02% | 0.5206% |