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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 31, 2024 | Adestella Investment Management | -3.5% | 7.8% | MGRC, PRKS, WSC | Entertainment, Industrial Services, M&A, Recovery, small caps, value | United Parks & Resorts operates theme parks including Busch Gardens and SeaWorld. The company is finally turning the corner after years of challenges from the Blackfish documentary and pandemic impacts. Despite similar growth and superior profitability metrics to leisure industry competitors, PRKS trades at a discount to peers. | WSC PRKS |
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| 2024 Q4 | Mar 10, 2025 | Turtle Creek Fund Test | -2.7% | - | AHT.L, AMCR, ATS.TO, BERY, BF.A, DFS, DOO.TO, KNSL, MGRC, PFB.TO, URBN, URI, WSC | Buybacks, Deregulation, Financial Services, mid cap, Trade Policy, value | Trump administration expected to be more business friendly with push for deregulation and lower corporate taxes. CFPB under Trump widely expected to be more business friendly and less focused on increasing regulatory burden. Proposed cap on credit card late fees may be dropped under new administration. | WSC KNSL AHT.L DOO.TO BERY BFH |
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| 2024 Q3 | Oct 31, 2024 | VH Standard Asset Management | - | -0.8% | CPRI, CTLT, EDR, ESGR, FYBR, GBNY, HCP, HES, JNPR, K, MGRC, MNTX, RCM, SMAR, SRCL, SRDX, VBFC | Deal Analysis, diversification, insurance, M&A, Merger Arbitrage, risk management | The fund is positioned across multiple merger arbitrage transactions in the healthcare sector, including deals like CTLT and other healthcare-related M&A activity. The manager discusses the strong success rate of insurance company transactions and analyzes deal-level risk across various sectors including healthcare. | ESGR |
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| 2023 Q3 | Aug 10, 2023 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | AEL, ALGM, BJ, CASY, FWRD, HUBS, IRDM, KVYO, LNTH, MGRC, MOG.A, NCNO, NEWR, NMIH, NOVT, ODD, OMCL, PEN, PODD, SGFY, SHOP, SYNH, WHD, XPO | Banking, growth, healthcare, Medical Devices, small caps, software, technology | The early August revelation that GLP-1 diabetes and obesity treatment semaglutide has potentially important cardiovascular benefits led to pervasive selling across medical technology stocks. While longer-term implications were most pointed for diabetes stocks, reverberations were felt across cardiovascular, orthopedic and surgery-related stocks. | LNTH MGRC NCNO KVYO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | ClearBridge Investments Small Cap Growth Strategy | McGrath RentCorp | Industrials | Trading Companies & Distributors | Bull | NASDAQ | capital allocation, Consolidation Play, Equipment Rental, industrial services, Modular Buildings, Portable Storage | 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio | Bridgewater Associates | $27.4B | $1.2M | 0.00% | 11,733 | +7,781 | +196.89% | 0.0432% |
| Israel Englander | Millennium Management LLC | $233.2B | $5.4M | 0.00% | 51,504 | +266 | +0.52% | 0.1894% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $35.9M | 0.03% | 341,878 | -4,501 | -1.30% | 1.2575% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $7.2M | 0.01% | 69,060 | +30,377 | +78.53% | 0.2540% |
| Cliff Asness | AQR Capital Management | $190.6B | $3.4M | 0.00% | 32,310 | -48,373 | -59.95% | 0.1188% |
| Ricky Sandler | Eminence Capital | $6.3B | $99.6M | 1.58% | 949,673 | +4,701 | +0.50% | 3.4931% |
| Mario Gabelli | GAMCO Investors | $10.4B | $3.6M | 0.03% | 34,000 | -7,000 | -17.07% | 0.1251% |