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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 24, 2024 | CrossingBridge Advisors | - | - | ABCT CN, HMHC, MODG, WDC | - | View | ||
| 2025 Q1 | Apr 23, 2025 | Polen Capital – U.S. Small Company Growth | -10.8% | -10.8% | BROS, ELF, EXLS, FOXF, GLOB, GSHD, MODG, RVLV, TECH, YETI | - | View | ||
| 2025 Q1 | Apr 22, 2025 | Polen Capital – U.S. SMID Company Growth | -12.7% | -12.7% | ALGN, BAH, CRL, ELF, ETSY, FIX, FOXF, GLOB, GSHD, MANH, MODG, PGNY, ROAD, RVLV, SAIA, TECH, WING, YETI | - | View | ||
| 2025 Q3 | Oct 15, 2025 | O’Keefe Stevens Advisory, Inc | - | - | CS CN, DFIN, GLW, LAZ, MODG | Artificial Intelligence, Bitcoin, Data centers, semiconductors, Value Investing | The fund highlights AI and crypto-driven market euphoria pushing equities to record highs but cautions against speculative excess. It notes massive AI infrastructure spending approaching $600 billion, often debt-financed, which raises sustainability concerns. The managers prefer capital-light enablers such as semiconductor and fiber component suppliers while maintaining valuation discipline. | View | |
| 2025 Q4 | Jan 30, 2026 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | FNMA, GLW, HCC, ICLTF, MODG, NVDA, PRGO, SCL, SPHR, WY | AI, Cash, Entertainment, Lumber, Portfolio Management, positioning, technology, value | 2025 marked the year of AI exploration and testing, with 2026 expected to be the year of implementation. AI will unlock efficiency but create uneven impacts across businesses, particularly those with seat-based pricing models. The manager views AI as table stakes that may dilute alpha over time as it democratizes information access. The lumber industry has been in a 3+ year downturn following COVID demand. Canadian softwood exports to the US are near Great Financial Crisis levels, with significant capacity offline. The manager believes they are at or near the beginning of a lumber price rebound as supply has come offline and inventory liquidation is ending. Sphere made significant progress with strong ticket sales for The Wizard of Oz content, selling over 1.6-1.7 million tickets. The economics are evolving as AI-driven tools reduce content production costs from $100m to potentially $10m, improving unit economics for future Spheres and enabling franchise partnerships. | View | |
| 2024 Q3 | Sep 30, 2024 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | BJ, BOOT, CERT, CWAN, FORM, LOAR, MODG, MTDR, MYRG, OS, PCVX, WH, WHD | - | View | ||
| 2023 Q3 | Sep 30, 2023 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | ALGM, BJ, CWAN, CWST, DRVN, EME, HCP, HLNE, HQY, INSP, KRYS, LESL, MODG, PLNT, PRA, TMCI, VERX | - | View | ||
| 2023 Q3 | Sep 30, 2023 | TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy | 5.9% | 5.9% | ALGM, BJ, DRVN, EME, GFL, HLNE, HQY, INSP, MODG, MTSI, PHR, PLNT, STVN, TPG | - | View | ||
| 2023 Q4 | Feb 20, 2024 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | BWMN, CCCS, CNM, FF0 GR, GNRC, HLNE, LGIH, MEDP, MODG, QLYS, WING, XPEL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 15, 2025 | Value Investors Club | OCNYguy | Topgolf Callaway Brands Corp. | Consumer Discretionary | Leisure Products / Sporting Goods | Bear | NYSE | Equipment competition, Golf slowdown, Impairment overhang, Leveraged balance sheet, Spin-off risk, Topgolf decline, Value trap | View Pitch |
| Oct 14, 2025 | Value Investors Club | GoBills42 | Topgolf Callaway Brands Corp | Consumer Discretionary | Leisure Products | — | NYSE | spin-off, consumer, golf, entertainment, SOTP | View Pitch |
| Oct 3, 2025 | Value Investors Club | GoBills42 | Topgolf Callaway Brands Corp | Consumer Discretionary | Leisure Products | — | NYSE | spin-off, consumer, golf, entertainment, SOTP | 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. | ||||||||