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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 15, 2024 | Colebrooke Partners | 0.0% | 0.8% | ASC.L, ATG.L, LIT.L, MIDW.L, MOON.L, MRL.L, NAH.L, THG.L, WINE.L, WISE.L, WOSG.L | Luxury, marketplaces, Portfolio Management, small cap, UK Equities, value | ATG operates leading auction platforms across art/antiques and industrial/commercial verticals, benefiting from network effects where scale aggregates more bidders and auction houses. The business follows the 'Marketplace Playbook' with value-added services like ATG Ship and ATG Pay improving take rates while enhancing the offering to auction houses. | WOSG.L ATG.L |
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| 2024 Q4 | Jan 20, 2025 | Colebrooke Partners | 5.9% | - | ATG.L, ECEL.L, MIDW.L, MOON.L, NAH.L, THG.L, WINE.L, WOSG.L | Building Materials, concentrated, small caps, Uk, undervalued, value | Eurocell operates as a vertically integrated PVC profiles manufacturer and building plastics distributor with over 200 branch locations. The company serves windows and doors installers, small builders, and roofing contractors in the UK market. Management targets £500m sales with 10% operating margins through branch network expansion, improved windows and doors proposition, and garden rooms offerings. | ASC.L ECEL.L |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||