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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 30, 2023 | Penn Davis McFarland | - | - | MTCH | - | View | ||
| 2024 Q1 | Apr 20, 2024 | Cedar Grove Capital Management | 21.0% | 0.0% | MTCH, PTON, RH | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Platinum International Brands Fund | 6.6% | 6.6% | 4819 JP, MTCH | - | View | ||
| 2025 Q4 | Jan 21, 2026 | Meridian Hedged Equity Fund | 0.1% | 0.0% | ABNB, AMZN, CB, DHI, DHR, DKNG, GEO, LNG, LW, LYV, MGM, MTCH, VST, YOU | energy, gaming, Hedged Equity, Homebuilders, Options, Travel, value | The fund holds positions in gaming companies including MGM Resorts International and DraftKings. MGM benefited from record results in Macau properties and BetMGM achieving profitability. DraftKings faced near-term pressures from earnings shortfalls and competitive pressures but maintains long-term earnings potential. The fund maintains exposure to energy companies including Vistra Corp and Cheniere Energy. Vistra is positioned to benefit from surging electricity demand driven by data centers and electrification trends, operating attractive nuclear and natural gas generation assets in tight power markets. The fund has exposure to travel-related companies including MGM Resorts and Clear Secure. Clear Secure provides biometric identity solutions for travelers and benefited from robust travel demand and operational efficiency during the quarter. The fund holds D.R. Horton as a top position, representing exposure to the homebuilding sector. The company is positioned in the residential construction market. | YOU DHR MGM VST DKNG LW |
View |
| 2024 Q4 | Jan 10, 2025 | The Bristlemoon Global Fund | 10.4% | 3.1% | AER, APP, MTCH, PAR, PINS | - | View | ||
| 2024 Q2 | Jul 15, 2024 | Starboard Value | 0.0% | 0.0% | MTCH | - | View | ||
| 2023 Q1 | Apr 25, 2023 | Tidefall Capital Management | 2.4% | 6.9% | MTCH, NTO GR | - | View | ||
| 2022 Q1 | Mar 31, 2022 | White Brook Capital | 3.0% | 3.0% | IAC, KAR, MHK, MTCH, QRTEA | - | View | ||
| 2022 Q4 | Jan 25, 2023 | RGA Investment Advisors | 0.0% | 0.0% | AZO, FEVR LN, GOOG, MTCH, PYPL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 16, 2026 | Seeking Alpha | Seeking Alpha | Match Group, Inc. | Technology | Interactive Media & Services | Bull | NASDAQ Stock Market | competitive position, diversification, Hinge growth, online dating market, profitability, Revenue Growth, Tinder stabilization, Turnaround strategy, user demographics, valuation | View Pitch |
| Oct 23, 2025 | Value Investors Club | tharp05 | Match Group Inc | Communication Services | SaaS | Bull | NASDAQ | activist, AI, buybacks, margin expansion, Online Dating, turnaround | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Uttam Dey | Match Group | Communication Services | Internet Content & Information | Bull | NASDAQ | — | 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. | ||||||||