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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | McIntyre Partnerships | -2.1% | -18.9% | FTRE, HAYW, LESL, MDRX, SEG, SHC, STHO, SWIM | Concentration, healthcare, small caps, special situations, value, volatility | The fund focuses on small cap value and special situations, specifically targeting off-the-run situations in lesser-followed areas of the market. Small cap special situations significantly underperformed in H1 2025, with median decline of -15% among sub-$5B market cap companies that underwent spinoffs in the last three years. | SEG SHC SEG SHC |
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| 2025 Q2 | Jul 17, 2025 | Ariel Fund | 7.0% | - | ATGE, CLB, IPG, KMT, LESL, MAS, NTRS, SJM, SPHR | AI, Education, Entertainment, small caps, SMID Cap, tariffs, value | The fund maintains a bottom-up conviction in undervalued businesses rather than macroeconomic prognostication. Small cap stocks are trading at their biggest discount to large cap shares since the dot-com boom, presenting attractive opportunities. | LESL SJM CLB NTRS ATGE SPHR LESL SJM CLB NTRS ATGE SPHR |
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| 2025 Q1 | May 13, 2025 | McIntyre Partnerships | -17.1% | -17.1% | BWA, FTRE, GTX, HAYW, LESL, MDRX, SEG, SHC, STE, STHO, SWIM | Concentration, Healthcare Software, small caps, special situations, value | The fund focuses on concentrated special situations that are often complex, with a benchmark of Russell 2000 Value. The manager emphasizes idiosyncratic ideas with strong catalysts that should be less at the whims of macro forces over time. | MDRX |
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| 2025 Q1 | Apr 17, 2025 | Liberty Park Capital Management | -3.5% | -3.5% | AUR, BKTI, BLN, INOD, LBRT, LESL, LMB, MTN, NSSC, RGTI, SEI, SOUN, STKL, SWIM, THRY, TITN, TTEK, VSEC, WNC, XMTR | Long/Short, security, small caps, tariffs, Trade Policy | President Trump announced minimum tariffs on all imports of 10%, plus reciprocal tariffs starting at another 10% and rising above 100% for trade abusers such as China. The manager believes the worst-case scenario of universal >50% tariffs is unlikely because global trade would cease and would enter a Great Depression. Some tariffs will likely remain permanent, and the tariff announcements significantly damaged confidence and predictability. | NSSC |
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| 2024 Q1 | Apr 15, 2024 | Ariel Focus Fund | 10.6% | 0.0% | APA, CLB, Gold, LESL, MHK, MOS, PHIN, REZI, SJM, ZBRA | Buybacks, consumer, gold, industrials, large cap, oil, value | The fund focuses on buying quality businesses at compelling discounts to private market value. Multiple holdings are described as trading at substantial discounts to estimated private market value, with the manager emphasizing long-term fundamental investing over market timing. | SJM CLB REZI PHIN MHK |
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| 2024 Q4 | Feb 3, 2025 | McIntyre Partnerships | -5.6% | 0.0% | CC, GTX, HAYW, LESL, MDRX, OSW, SAFE, SEG, SHC, SPHR, STHO, SWIM | Automotive, Concentration, Cyclical, Litigation, real estate, small cap, value | Pool market at cyclical lows similar to Great Financial Crisis with pool starts at 6% of single-family home starts versus historical 11% average. Pool construction highly correlated with residential construction and R&R spending which shows early signs of recovery. | STHO GTX SHC |
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| 2024 Q4 | Dec 31, 2024 | Ariel Fund | -0.7% | 11.8% | ATGE, CG, LESL, MHK, MSGE, RCL | Capital markets, consumer, earnings, Entertainment, small caps, value | Royal Caribbean Group delivered strong quarterly earnings with robust consumer demand, healthy onboard spending, and solid pricing. The company benefits from new megaships, expanded island destinations, and a growing addressable market including younger demographics new to cruising. | MSGE LESL MHK CG ATGE RCL |
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| 2024 Q3 | Nov 20, 2024 | McIntyre Partnerships | 14.7% | 6.0% | CC, GTX, HHH, LESL, MDRX, OSW, SEG, SHC, SPHR, STHO | Concentration, real estate, small caps, spinoffs, value | Manager discusses SEG as a bad bank spin from Howard Hughes Holdings, where troubled assets are spun off creating indiscriminate selling and bargain valuations. The spin dynamics created selling pressure from HHH shareholders who lacked mandate for smaller companies. | SEG |
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| 2023 Q3 | Nov 18, 2023 | Argosy Investors | 10.6% | 10.6% | BURL, LESL, POST, TRRSF | Buybacks, Cash, rates, retail, value | Burlington Stores participates in the off-price retail category competing against TJ Maxx and Ross Stores. Despite current inventory overhang and same-store sales slowdown, the company has capacity to double stores and margins while expanding same-store sales growth. | BURL POST TRRSF LESL |
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| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, ALTR, CCCS, CWA, DCGO, DOCS, EEFT, EXL, FTCH, GSHD, LESL, OLO, XPEL, YETI | growth, insurance, Quality, small caps, software, technology | Small cap companies as an asset class are heavily discounted relative to history, presenting attractive opportunities regarding valuation and the prospect of persistent growth. High quality small cap companies have greater latent potential for growth relative to more mature businesses and can quickly reduce spending and increase profitability if needed. | EXLS XPEL CLWD ALIT AMDOCS EEFT YETI CCCS GSHD |
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| 2024 Q3 | Sep 30, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | BRC, CLB, JLL, LAZ, LESL, LIND, MHK, SRCL, WEX | energy, Manufacturing, payments, real estate, small caps, Travel, value | The fund focuses on small cap value investing, with the Russell 2000 Value Index outperforming growth in Q3. The manager believes patient investors who own differentiated businesses with solid competitive positioning and robust balance sheets will reap superior returns over time. | WEX CLB LIND LESL MHK LAZ JLL |
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| 2024 Q3 | Sep 30, 2024 | Ariel Fund | 12.1% | 0.0% | BIO, CLB, GNTX, JLL, LAZ, LESL, MHK, MIDD, SRCL | healthcare, industrials, real estate, small caps, SMID Cap, value | The fund focuses on investing in undervalued companies trading at discounts to private market value estimates. Management emphasizes patient investing in differentiated businesses with solid competitive positioning and robust balance sheets to generate superior returns over time. | MIDD BIO CLB GNTX LESL JLL LAZ MHK |
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| 2023 Q3 | Sep 30, 2023 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | AMG, BCO, LESL, LIND, MAT, MEI, NCLH, SPHR | consumer, Entertainment, Leisure, Logistics, small caps, Travel, value | Sphere Entertainment's Las Vegas venue opened on track with costs in-line, planning 365 days of events annually including concerts, sporting events, and The Sphere Experience. Mattel benefited from the successful Barbie movie release, expected to generate over $125 million in gross billings from film royalty payments. | AMG NCLH LESL LIND BCO AMAT SPHR |
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| 2023 Q3 | Sep 30, 2023 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | ALGM, BJ, CWAN, CWST, DRVN, EME, HCP, HLNE, HQY, INSP, KRYS, LESL, MODG, NEWR, PLNT, PRAA, RETA, TMCI, VERX | Biotechnology, consumer, growth, healthcare, industrials, small cap, technology | While cloud adoption is still nascent, many businesses slowed spending earlier this year as part of cost-cutting measures. Companies are now in better financial positions and beginning to reengage with cloud initiatives, with green shoots noted by some holdings. | View | |
| 2023 Q3 | Sep 30, 2023 | TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy | 5.9% | 5.9% | ALGM, BJ, DRVN, EME, GFL, HCP, HLNE, HQY, INSP, LESL, MODG, MTSI, NEWR, PHR, PLNT, PRAA, RETA, STVN, TPG | consumer, financials, growth, healthcare, industrials, small cap, technology | While cloud adoption is still nascent, businesses slowed spending earlier this year as part of cost-cutting measures. Companies are now in better financial positions and beginning to reengage with cloud initiatives, with green shoots noted by some holdings. | View | |
| 2023 Q3 | Aug 11, 2023 | Jackson Peak Capital | 9.9% | 0.0% | ATVI, EDR, ENZ, HAYW, LESL, NVDA, SAVE, VRT | AI, interest rates, Long/Short, Merger Arbitrage, real estate, special situations, technology | Manager remains bullish on AI tailwind but trimmed exposure during Q3 amid peak optimism. Portfolio retains exposure to names with direct operations in this AI cycle stage. Vertiv contributed significantly as it serves thermal management in rapidly constructed AI data centers. | LESL ATVI MELI|NFLX|ORCL|TCOM|VRTX|YUMC |
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| 2023 Q4 | Aug 2, 2024 | Jackson Peak Capital | 9.9% | 0.0% | ATVI, EDR, ENZ, HAYW, LESL, NVDA, SAVE, VRT | AI, interest rates, Long/Short, Merger Arbitrage, rates, special situations, technology | Manager remains bullish on AI tailwinds but trimmed exposure during Q3 amid peak optimism and market crowding. Portfolio retains exposure to companies with direct operations in the AI cycle, particularly data center thermal management. Will look to add back other AI beneficiaries when positioning is less crowded. | EDR LESL ATVI MELI|NFLX|ORCL|TCOM|VRTX|YUMC |
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| 2024 Q2 | Jul 31, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | BCO, CLB, HMN, LESL, MIDD, OSW, PARA, SPHR | AI, Entertainment, Logistics, Oil Services, small cap, Travel, value | The bull market was powered by investor enthusiasm for artificial intelligence themed stocks, creating a narrow momentum-driven rally. This AI focus contributed to extreme market bifurcation, with non-AI companies in the S&P 500 declining 1.2%. | PARA MIDD SPHR LESL CLB BCO OSW |
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| 2024 Q2 | Jul 31, 2024 | Ariel Fund | 12.1% | 0.0% | ADT, ATGE, LESL, LH, NVST, RCL, SPHR, SSD | consumer, earnings, Entertainment, healthcare, small caps, technology, value | AI-themed stocks continue to dominate markets this year, driving a narrow momentum rally that helped the S&P 500 gain while Mid- and Small-Cap companies declined. The resulting bifurcation has been extreme, as non-AI companies in the S&P 500 Index lost 1.2%. | NVST LESL SPHR ADT ATGE RCL |
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| 2023 Q2 | Jul 31, 2023 | Tweedy, Browne Worldwide High Dividend | 6.4% | 9.8% | CAH, CBRE, CCL, CG, Gold, LESL, MOS, MSGE, NCLH, NTRS, ORCL, PARA, RCL, SNA, SPHR, ZIMV | contrarian, Cruises, real estate, Recovery, small cap, value | Cruise lines were among the most contrarian holdings that became the biggest winners. Royal Caribbean surged +109.9% and Norwegian up +77.9% through June 30th. The vacation and leisure spaces are booming in direct response to isolating Covid lockdowns, with cruise operators posting record revenues and bookings as cruising is seen as a high-value alternative to land travel. | View | |
| 2023 Q2 | Jul 31, 2023 | Vulcan Value Partners – Small Cap | 8.1% | 16.5% | CAH, CBRE, CCL, CG, Gold, LESL, MOS, MSGE, NCLH, NTRS, ORCL, PARA, RCL, SNA, SPHR, ZIMV | contrarian, Cruises, real estate, Recovery, small cap, value | Cruise lines were among the most contrarian holdings that became the biggest winners. Royal Caribbean surged 109.9% and Norwegian up 77.9% through June 30th. The vacation and leisure spaces are booming in direct response to isolating Covid lockdowns, with cruise operators posting record revenues and bookings as cruising is seen as a high-value alternative to land travel. | View | |
| 2023 Q2 | Jul 31, 2023 | Vulcan Value Partners – Focus Plus | 5.9% | 18.7% | CAH, CBRE, CCL, CG, Gold, LESL, MOS, MSGE, NCLH, NTRS, ORCL, PARA, RCL, SNA, SPHR, ZIMV | contrarian, Cruises, mid cap, real estate, small cap, value | Cruise lines were among the most contrarian holdings that drove the fund's biggest wins. Royal Caribbean surged 109.9% and Norwegian up 77.9% through June 30th as the vacation and leisure spaces are booming in response to isolating Covid lockdowns. The fund doubled down on these scorned holdings during the pandemic when they were trading at historic lows. | View | |
| 2023 Q2 | Jun 30, 2023 | Ariel Appreciation Fund | 9.9% | 0.0% | CAH, CBRE, CCL, CG, CRL, GS, IPG, KMT, KMX, LABH, LESL, MAT, MSGE, NCLH, NTRS, PARA, RCL, SCHW, SPHR, SWK | contrarian, Cruises, mid cap, real estate, Recovery, value | Cruise operators are posting record revenues and bookings as cruising is seen as a high-value alternative to land travel for retirees and younger people alike. The vacation and leisure spaces are booming in direct response to the isolating Covid lock downs, with memories having more value than goods for many consumers. | View | |
| 2023 Q2 | Jun 30, 2023 | Ariel Fund | 12.1% | 0.0% | CAH, CBRE, CCL, CG, Gold, LESL, MOS, MSGE, NCLH, NTRS, ORCL, PARA, RCL, SNA, SPHR, ZIMV | contrarian, Cruises, mid cap, real estate, Recovery, small cap, value | Cruise lines were among the most derided areas during COVID but have become top performers as the vacation and leisure spaces boom in response to isolating lockdowns. Royal Caribbean and Norwegian Cruise Line are posting record revenues and bookings as cruising is seen as a high-value alternative to land travel. | View | |
| 2023 Q2 | Jun 30, 2023 | Ariel International Fund | 7.6% | 0.0% | BIDU, CAH, CBRE, CCL, CG, DB1.DE, Gold, LESL, MOS, MSFT, MSGE, NCLH, NTRS, ORCL, PARA, RCL, ROG.SW, SNA, SPHR, ZIMV | Asia, Europe, growth, international, liquidity, momentum, technology, value | The fund's investment approach encountered headwinds as growth stocks significantly outpaced value names. The MSCI ACWI Growth Index surged +9.19% during the quarter, while the MSCI ACWI Value Index only returned +2.98%. The manager believes the factors that hindered them this year will pivot in their favor once the effects of excessive monetary and fiscal stimulus abate. | View | |
| 2025 Q1 | Mar 31, 2025 | Ariel Fund | -8.0% | -8.0% | AAPL, AMZN, ATGE, BIO, GOOGL, LESL, META, MSFT, NCLH, NVDA, OSW, PARA, RCL, SJM, SPHR, TSLA | Media, Recovery, small caps, Travel, value, volatility | The fund is actively leaning into volatility by acquiring downtrodden shares of quality companies whose value should be realized over the long term. Holdings are trading at a significant discount to their private market values, and dislocations of this magnitude have often served as a prelude to robust recoveries. | OSW NCLH SPHR BIO LESL SJM ATGE PARA |
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| 2025 Q1 | Mar 31, 2025 | Ariel Small Cap Value Strategy | -10.7% | -10.7% | AAPL, ADT, AMZN, BIO, FAF, GOOGL, LESL, LIND, META, MIDD, MSFT, NCLH, NVDA, TSLA | discount, Quality, Recession, small caps, value, volatility | The fund focuses on acquiring downtrodden shares of quality companies whose value should be realized over the long term. Holdings are trading at a significant discount to their private market values, creating opportunities for patient investors during market dislocations. | BIO LIND LESL NCLH FAF ADT MIDD |
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| 2023 Q1 | Mar 31, 2023 | Ariel Appreciation Fund | 9.9% | 0.0% | CAH, CBRE, CCL, CG, Gold, LESL, MOS, MSGE, NCLH, NTRS, ORCL, PARA, RCL, SNA, SPHR, ZIMV | contrarian, Cruises, mid cap, real estate, Recovery, value | Cruise operators are posting record revenues and bookings as cruising is seen as a high-value alternative to land travel. The vacation and leisure spaces are booming in direct response to isolating Covid lockdowns, with memories having more value than goods for many consumers. | View | |
| 2023 Q1 | Mar 31, 2023 | Ariel Fund | 12.1% | 0.0% | ADTL, AMG, APA, BOKF, BWA, GS, IPG, JLL, LESL, LMT, MAT, MHK, MOS, MSGE, ORCL, PARA, PGR, RCL, SNAP, ZBRA | Banking, Commercial real estate, energy, interest rates, Mid Caps, Regional Banks, small caps, value | Regional banks face significant challenges from deposit flight and commercial real estate exposure following Silicon Valley Bank's collapse. BOK Financial declined 18% amid banking sector stress, though managers believe it remains well-positioned with strong underwriting standards and diversified business model. | View | |
| 2023 Q1 | Mar 31, 2023 | Ariel Global Fund | 6.9% | 0.0% | 9984.T, CAH, CBRE, CCL, CG, ELE.MC, Gold, LESL, MOS, MSFT, MSGE, NCLH, NTRS, ORCL, PARA, RCL, ROG.SW, SNA, SPHR, ZIMV | Fed policy, global, growth, liquidity, momentum, technology, value | The fund's investment approach encountered headwinds as growth stocks significantly outpaced value names. The MSCI ACWI Growth Index surged +9.19% during the quarter, while the MSCI ACWI Value Index only returned +2.98%. The manager believes the factors that hindered them this year will pivot in their favor once the effects of excessive monetary and fiscal stimulus abate. | View | |
| 2023 Q1 | Mar 31, 2023 | Ariel International Fund | 7.6% | 0.0% | CAH, CBRE, CCL, CG, Gold, LESL, MOS, MSGE, NCLH, NTRS, ORCL, PARA, RCL, SNA, SPHR, ZBH, ZIMV | Europe, growth, international, liquidity, momentum, technology, value | Manager emphasizes contrarian value approach, avoiding expensive U.S. market while leaning into undervalued opportunities in Europe and Emerging Markets. The fund's deliberate underweight in Technology and overweight in recession-resilient sectors reflects this value orientation. | View | |
| 2023 Q3 | Mar 10, 2023 | Ariel Focus Fund | 10.6% | 0.0% | APA, BK, BWA, CVX, GNRC, GS, JNJ, KVUE, LAZ, LESL, MHK, PHIN, SPHR, WU, ZBH | Buybacks, capital returns, discount, energy, large cap, value | The fund holds multiple energy positions including APA Corporation and Chevron Corporation. APA continues delivering strong earnings with solid production volumes and expects to hit oil production guidance. Chevron is viewed as competitively advantaged with sustainable growth pathway and expects double-digit return of capital employed by 2027. | PHIN KVUE CVX GNRC MHK LESL ^GSPC WU ADNT|APA|BPOP|FLR|KOS|OLN |
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| 2023 Q3 | Mar 10, 2023 | Ariel Fund | 12.1% | 0.0% | ATGE, GNRC, IPG, LESL, MAT, PBH, SPHR | consumer, Education, Entertainment, healthcare, small caps, value | Sphere Entertainment's Las Vegas venue opened on track with costs in-line, delivering profitable results and planning 365-day operations including concerts, sporting events, and The Sphere Experience. The venue presents long-term opportunities through advertising, sponsorship, and VIP hospitality licensing. | PBH GNRC IPG LESL AMAT ATGE SPHR |
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| 2023 Q2 | Jan 9, 2023 | Tourlite Capital Management | 4.5% | 13.8% | APG, FIP, FTAI, GLOP, KD, LESL, LTCH, PRM | AI, Aviation, consumer, industrials, Long/Short, Recession, small caps, technology | Manager notes AI hype has driven market strength in large cap tech but has negatively impacted their short positions. They observe significant disparity between AI company valuations and underlying business fundamentals, with one undisclosed short benefiting from AI hype despite anticipated weaker demand and misleading profitability metrics. | BKD KPRMILL IN FTAI FIP APG LTCH |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Argosy Investors | Leslie's Inc | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | capital allocation, debt reduction, essential services, Free Cash Flow, Pool Services, Specialty retail, value creation | View Pitch |
| Apr 28, 2026 | Fund Letters | Jackson Peak Capital | Leslie's Inc | Consumer Discretionary | Specialty Retail | Bear | NASDAQ | Bear, COVID Over-earner, Equity, Leverage risk, Mean Reversion, Pool Supplies, short selling, Specialty retail | View Pitch |
| Apr 28, 2026 | Fund Letters | Jackson Peak Capital | Leslie's | Consumer Discretionary | Specialty Retail | Bear | NASDAQ | COVID Over-earner, Equity, Leverage risk, Mean Reversion, Pool Supplies, short selling, Specialty retail | View Pitch |
| Apr 28, 2026 | Fund Letters | Ariel Focus Fund | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | Consumer Discretionary, direct-to-consumer, Equity, Omnichannel, Pool care, scale advantage, Specialty retail, vertical integration | View Pitch |
| Apr 28, 2026 | Fund Letters | Ariel Fund | Leslie's, Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | Cost management, Customer loyalty, direct-to-consumer, Pool care, seasonal business, Specialty retail, vertical integration | View Pitch |
| Apr 28, 2026 | Fund Letters | Ariel Small Cap Value Strategy | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | cost-cutting, Customer loyalty, direct-to-consumer, Pool care, scale advantage, Specialty retail, vertical integration, Weather Impact | View Pitch |
| Apr 13, 2026 | Fund Letters | Ariel Fund | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | Customer loyalty, Pool care, retail, supply chain, transformation, turnaround, valuation | View Pitch |
| Apr 13, 2026 | Fund Letters | Ariel Small Cap Value Strategy | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | Customer loyalty, direct-to-consumer, Pool care, scale advantage, Specialty retail, transformation strategy, vertical integration | View Pitch |
| Apr 13, 2026 | Fund Letters | Ariel Small Cap Value Strategy | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | direct-to-consumer, Pool care, scale advantage, seasonal business, Spa Care, Specialty retail, vertically integrated, Weather Normalization | View Pitch |
| Apr 13, 2026 | Fund Letters | Ariel Fund | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | direct-to-consumer, Pool care, scale advantage, Specialty retail, turnaround, Value, vertical integration, Weather Dependent | View Pitch |
| Apr 13, 2026 | Fund Letters | Ariel Fund | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | Customer loyalty, direct-to-consumer, Pool care, seasonal business, Specialty retail, turnaround, vertical integration | View Pitch |
| Apr 13, 2026 | Fund Letters | Ariel Fund | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | Consumer Discretionary, direct-to-consumer, Operational Improvement, Pool care, Specialty retail, turnaround, vertical integration | View Pitch |
| Apr 13, 2026 | Fund Letters | Ariel Small Cap Value Strategy | Leslie's Inc | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | customer experience, direct-to-consumer, inventory management, new CEO, Pool care, Spa Care, Specialty retail, turnaround, vertical integration, Weather Sensitivity | View Pitch |
| Apr 13, 2026 | Fund Letters | Ariel Fund | Leslie's Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | direct-to-consumer, New Leadership, Pool care, Spa Care, Specialty retail, turnaround, vertical integration | View Pitch |
| Dec 3, 2025 | Fund Letters | John W. Rogers | Leslie's, Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | Consumables, Gross margin, Inventory, Loyalty, Omnichannel, Pool care, Specialty retail, turnaround | 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $55,453 | 0.00% | 33,608 | +33,608 | +100.00% | 0.5511% |
| Israel Englander | Millennium Management LLC | $233.2B | $218,528 | 0.00% | 132,441 | -26,866 | -16.86% | 2.1718% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $107,321 | 0.00% | 65,043 | -28,166 | -30.22% | 1.0666% |
| John Rogers | Ariel Investment | $9.3B | $4.7M | 0.05% | 2,836,373 | -107,590 | -3.65% | 46.5122% |