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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 8, 2025 | GreenWood Investors | - | - | CTT.LS, LDO.MI, LTC-USD, MEIP, MSTR, UHR.SW | active ownership, crypto, defense, E-Commerce, Europe, Governance, Luxury, value | Leonardo's defense products including radars, lasers, sensors, jammers, helicopters and trainers are best-in-class and world leading. The company has launched a highly differentiated anti-missile defense system that will be in high demand for a decade due to geopolitical volatility. Defense spending tailwinds are expected to continue for at least a decade. | UHR SW |
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| 2024 Q2 | Aug 6, 2024 | GreenWood Investors | 0.0% | 16.6% | CTT.LS, LDO.MI, MEIP, ODET.PA, PDD, RACE, ROL, RTO.L | Biotechnology, Buybacks, defense, E-Commerce, Europe, Governance, value | Leonardo SpA is the largest contributor to performance, benefiting from increased defense spending driven by the Ukraine war and new normal lasting at least a decade. Italian government considering near-term orders that would eclipse total annual defense expenditures, with jumbo orders largely not included in the company's 5-year plan. | ODET.PA RTO.L PDD CTT.LS MEIP LDO.MI |
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| 2023 Q1 | Jun 27, 2023 | GreenWood Investors | 0.0% | 16.6% | CTT.LS, LDO.MI, MEIP, SFOR.L, VRNOF | activism, Coinvestment, global, Micro Cap, Owner Operators, value | Verano remains free-cash-flow positive despite onerous double taxation and continues organic expansion in regulated states. Manager optimistic about sector potential as Biden administration may de-schedule cannabis, eliminating double taxation and increasing Verano's free-cash-flow yield from 5.5% to over 15%. | MEIP Salesforce Inc VRNOF |
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| 2023 Q4 | Mar 2, 2024 | GreenWood Investors | 0.0% | 16.6% | BOL.PA, CTT.LS, LDO.MI, MEIP, NXE, PDD, RTO.L, UMG.AS | activism, defense, E-Commerce, Europe, Music, Owner-Operators, uranium, value | European Aerospace & Defense is having its moment, being very active. Europe's defense industry will likely experience a decade of tailwinds as the continent responds to its 9/11 moment that occurred in 2022. Leonardo is only just starting to hit its stride with substantial improvement potential. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | GreenWood Investors | MEI Pharma Inc | Health Care | Biotechnology | Bull | NASDAQ | biotechnology, Cash balance, deep value, FDA approval, Governance, Late-stage drug, Owner control, Price-agnostic selling, Regulatory setback | View Pitch |
| Apr 13, 2026 | Fund Letters | GreenWood Investors | MEI Pharma | Health Care | Biotechnology | Neutral | NASDAQ | asset monetization, Balance Sheet Value, biotechnology, board representation, contrarian, Drug Discovery, strategic alternatives, workforce reduction | 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. | ||||||||