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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 15, 2024 | Chilton Capital Management | - | - | BX, LINE | Commercial real estate, Fed Cuts, Market Leadership, rates, REITs, value | REITs are positioned for a changing of the guard as they trade at NAV premiums for the first time since 2010, enabling accretive acquisitions. Public REITs have strong balance sheets with 32% debt ratios while private funds face high debt costs from peak 2021-2022 purchases. The conditions resemble 2003-2007 with sustained NAV premiums and accretive growth potential. | View | |
| 2024 Q3 | Sep 30, 2024 | ClearBridge Mid Cap Growth Strategy | 0.0% | 0.0% | AME, APP, APTV, CMG, COIN, CPRT, CRL, DOCS, FIVE, FTNT, HUBS, KKR, LINE, PANW, PINS, PLTR, SMCI, URI, WST | AI, growth, healthcare, industrials, mid cap, Rate Cuts, real estate, technology | AppLovin is highlighted as one of the best examples of an AI beneficiary in the mid cap market, having already incorporated AI capabilities into its platform. This translates into more effective take rates on clients' mobile games and transactions. The manager believes mobile games represent only the tip of the iceberg of AppLovin's potential for its AI-enabled platform. | AME LINE CPRT DOCS APP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | ClearBridge Mid Cap Growth Strategy | Lineage Inc | Real Estate | Specialized REITs | Bull | NASDAQ | cold storage, frozen foods, infrastructure, Logistics, Real Estate, REIT, Temperature-Controlled Warehouses | View Pitch |
| Oct 21, 2025 | Value Investors Club | JWF211 (Jordan Fox, SCP Investment) | Lineage Inc. | Real Estate | Industrial REITs | Bull | NYSE | Asymmetric, cold storage, infrastructure, REIT | 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 |
|---|---|---|---|---|---|---|---|---|
| Daniel Sundheim | D1 Capital Partners | $10.7B | $259.1M | 2.42% | 7,402,229 | +1,220,335 | +19.74% | 2.8161% |
| Marc Rowan | Apollo Global Management | $10.6B | $2.0M | 0.02% | 56,320 | +56,320 | +100.00% | 0.0214% |
| Tim Campbell | Baillie Gifford | $120.3B | $97.5M | 0.08% | 2,786,283 | -167,958 | -5.69% | 1.0600% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $371,000 | 0.00% | 10,600 | -2,600 | -19.70% | 0.0040% |
| John Khoury | Long Pond Capital | $851.2M | $6.4M | 0.76% | 184,158 | +184,158 | +100.00% | 0.0701% |
| Israel Englander | Millennium Management LLC | $233.2B | $22.4M | 0.01% | 640,587 | +352,069 | +122.03% | 0.2437% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $7.6M | 0.01% | 216,496 | +210,196 | +3336.44% | 0.0824% |
| Cliff Asness | AQR Capital Management | $190.6B | $46.3M | 0.02% | 1,330,439 | +1,149,686 | +636.05% | 0.5030% |
| Louis Bacon | Moore Capital Management | $6.8B | $14.3M | 0.21% | 407,412 | +407,412 | +100.00% | 0.1550% |