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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 1, 2026 | Long Cast Advisers | 0.0% | 0.0% | CCRN, CRAWA, ENVX, MAMA, MPTI, MTRX, NRC, PDEX, PESI, QHRC, RELL, RSSS, ZBH | Concentration, Construction, healthcare, management, small caps, value | RSSS MAMA PDEX MTRX |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 21, 2025 | Value Investors Club | Reaper666 | M-Tron Industries Inc. | Information Technology | Aerospace & Defense | Bull | NYSE | Acquisition optionality, Aerospace, defense electronics, Drones, margin expansion, undervalued | 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 |
|---|---|---|---|---|---|---|---|---|
| Israel Englander | Millennium Management LLC | $233.2B | $236,563 | 0.00% | 4,445 | -14,478 | -76.51% | 0.1280% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.1M | 0.00% | 21,546 | -154 | -0.71% | 0.6203% |
| Cliff Asness | AQR Capital Management | $190.6B | $271,848 | 0.00% | 5,108 | -11,417 | -69.09% | 0.1470% |
| Mario Gabelli | GAMCO Investors | $10.4B | $9.3M | 0.09% | 174,260 | +32,760 | +23.15% | 5.0166% |