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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 13, 2026 | Broyhill Asset Management | -8.9% | -8.9% | AVTR, BALL, CACI, FMS, FND, IQV, KW, LEG, MAS, MC.PA, MSFT, PM, RKT.L, RTO.L, SHC, SMWT, VVV, WOSG.L | AI, Defensive, Europe, healthcare, Quality, value | FND MAS SW MSFT SHC AVTR IQV RB.L BALL RTO VVV |
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| 2026 Q1 | Apr 15, 2026 | Riverwater Sustainable Value Strategy | - | - | CENX, DKS, HAE, JKHY, LEG, PLXS, SFM | AI, Aluminum, fundamentals, Geopolitical, Quality, small caps, value | CENX JKHY DKS MEOH SFM LEG |
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| 2024 Q3 | Oct 1, 2024 | Night Watch Investment Management | -2.9% | 10.3% | 1126.HK, 2318.HK, ATRO, BC, BLDR, DSGR, JOE, LEG, SEG, VAL, XFAB.PA | Automotive, catalysts, energy, global, Offshore, semiconductors, value | X-FAB is positioned to benefit from the expected bottoming of the semiconductor cycle after 4-6 quarters of downturn. Order intake has turned sharply higher since Q1 with book-to-bill of 1.2x in both quarters. The automotive sector is expected to return to growth in Q4 with industrial and medical recovering during 2025. | XFAB.PA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Riverwater Sustainable Value Strategy | Leggett & Platt, Inc. | Furnishings, Fixtures & Appliances | Home Furnishings | Bull | New York Stock Exchange | automotive, Bedding Components, Cyclical Recovery, Free Cash Flow, furniture, Manufacturer, market leadership, restructuring, takeover target, Value | View Pitch |
| Apr 14, 2026 | Seeking Alpha | Seeking Alpha | Leggett & Platt, Incorporated | Consumer Goods | Home Furnishings & Fixtures | Neutral | New York Stock Exchange | growth expectations, Hold rating, Integration-Risk, merger, moat expansion, shareholder value, supply chain, synergies, valuation, vertical integration | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Cappuccino Finance | Leggett & Platt, Incorporated | Consumer Discretionary | Furnishings, Fixtures & Appliances | Neutral | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Daniel Javier | Leggett & Platt, Incorporated | Consumer Discretionary | Furnishings, Fixtures & Appliances | Neutral | NYSE | — | 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. | ||||||||