| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 8, 2026 | Kingdom Capital Advisors | 8.0% | 8.0% | AENT, KODK, MAGN, MLCI, NLOP, NVRI, STKL, TSSI, UNFI, WATT, WBD, WW, ZD | Distribution, Media, real estate, small caps, special situations, value | NVRI MAGN UNFI NLOP AENT |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 17, 2026 | Seeking Alpha | Seeking Alpha | Mount Logan Capital Inc. | Financial Services | Asset Management | Bull | Nasdaq Stock Market | Alternative Asset Manager, Fee Related Earnings, growth initiatives, insurance solutions, legacy LTC policies, market cap, Mount Logan Capital, MYGA policies, sector contagion, valuation | 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. | ||||||||