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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 5, 2025 | Springview Capital Management | - | 15.7% | HOOD, MCY, SEG MM, WS | Compounding, Concentration, durability, long-term, tax efficiency | The commentary centers on patient, concentrated investing in durable businesses capable of compounding capital over long horizons. Management highlights tax efficiency as a natural byproduct of low turnover and long holding periods. Risk is managed through business quality and alignment rather than diversification. | WS MCY SEG HOOD |
View |
| 2024 Q2 | Aug 12, 2024 | Springview Capital Management | -3.2% | 7.7% | 7974 JP, CRH LN, EXO, FFH CN, MCY, WRB, WS | - | View | ||
| 2025 Q1 | May 3, 2025 | Springview Capital Management | -1.8% | -1.8% | MCY, SEG, WS | - | View | ||
| 2024 Q3 | Nov 19, 2024 | Springview Capital Management | 5.6% | 13.6% | CRH LN, FFH CN, HLN, MCY, WRB, WS | - | View | ||
| 2024 Q4 | Feb 21, 2025 | Semper Augustus | - | 7.0% | AAPL, AMZN, BHE, BRK/A, COST, DG, GOOG, KKR, MCY, META, MSFT, NVDA, ORLY, TSLA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Guy Baron | Mercury General Corporation | Financials | Property & Casualty Insurance | Bull | New York Stock Exchange | California, deep value, Insurance, Reinsurance, turnaround, Wildfire Risk | View Pitch |
| Sep 16, 2025 | Short Thesis | Wolfpack | Mercury General Corp | Financials | Property & Casualty Insurance | Bear | NYSE | Auto, California, Claims, Insurance, Regulation | 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. | ||||||||