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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ACHC, AER, ASC, ASGN, ATNI, AZEK, CPLP, DY, HURN, ITRI, MATW, MCRB, MMSI, MODV, MTSI, PWSC, QDEL, SP | Construction, healthcare, industrials, small caps, technology, value | Manager remains optimistic about long-term potential for small cap segment despite strong recent performance. Valuations of small versus large cap equities remain near multi-decade lows with 16.0x P/E for Russell 2000 versus 21.8x for Russell 1000. Small caps are better positioned to benefit from reshoring of U.S. manufacturing, CHIPS Act, and infrastructure projects. | PWSC QDEL MODV ITRI AZEK |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Toff Cap Monday Monitor | Matthews International Corporation | Industrials | Commercial Services & Supplies | Neutral | NASDAQ Stock Market | activist investors, asset sales, financial performance, market valuation, Matthews International, operational efficiency, restructuring, SGK Brand Solutions, shareholder value, strategic alternatives | View Pitch |
| Jan 21, 2026 | Substack | Toff Cap Monday Monitor | Matthews International Corporation | Industrials | Commercial Services & Supplies | Neutral | NASDAQ Stock Market | activist involvement, asset sales, Brand Solutions, divestiture, Industrial Technologies, Memorialization, restructuring, SGK Brand Solutions, shareholder value, strategic alternatives | View Pitch |
| Jan 8, 2026 | Substack | Optrack.io | Matthews International | Conglomerate | Conglomerate | Bull | NASDAQ Stock Market | activist investor, company sale, conglomerate, Market Underperformance, Matthews International, SGK Divestiture, share repurchase, stock price rebound, strategic restructuring, value unlocking | View Pitch |
| Nov 5, 2025 | Seeking Alpha | Seeking Alpha | Matthews International Corporation | Conglomerates | Bull | Brand Solutions, conglomerate, energy storage, financial performance, Industrial Technologies, long-term potential, market growth, Matthews International, Memorialization, SGK Divestiture | View Pitch | ||
| Aug 8, 2025 | Seeking Alpha | The Value Investor | Matthews International Corporation | Industrials | Conglomerates | Neutral | NASDAQ | — | 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 Halverson | Private Capital Management | $1.0B | $26.6M | 2.44% | 1,018,587 | +680,256 | +201.06% | 3.2353% |
| Israel Englander | Millennium Management LLC | $233.2B | $630,249 | 0.00% | 24,129 | -11,758 | -32.76% | 0.0766% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $883,509 | 0.00% | 33,825 | +15,786 | +87.51% | 0.1074% |
| Mario Gabelli | GAMCO Investors | $10.4B | $40.6M | 0.39% | 1,554,105 | +136,794 | +9.65% | 4.9362% |