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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | The Gabelli ABC Fund | 1.5% | 7.9% | ALE, AXNX, CNHI, CTLT, FOX, JNPR, KKR, LEN, NAPA, NFG, SCWX, SJI, SRDX, TGNA, TXNM | arbitrage, Capital markets, Event Driven, M&A, Mergers | M&A activity totaled $3.2 trillion globally in 2024, a 10% increase from 2023. Technology, energy and power, and financials were the most active sectors. Private equity-backed transactions contributed 22% to total deal volumes. The new Trump administration is expected to spur a resurgence of deal activity with less strict antitrust enforcement. | View | |
| 2024 Q2 | Jul 14, 2024 | Merion Road Capital | 5.4% | 11.2% | CLH, GOOGL, LAKE, MSA, NAPA, TRNS, UBAB, VCTR | Asset Management, Community Banks, Consolidation, Industrial Safety, M&A, small caps, value | Victory Capital Holdings represents a traditional asset management firm with strong shareholder returns and M&A strategy. The Amundi USA acquisition provides significant scale and revenue synergy opportunities through distribution agreements. | LAKE VCTR |
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| 2023 Q4 | Jan 22, 2024 | Merion Road Capital | 5.4% | 11.2% | CPRT, FERG, GOOGL, NAPA, SGA, SUM, UNTC | alpha, Attribution, dividends, small caps, special situations, value | The fund focuses exclusively on small-capitalization investments, with the Small Cap Fund increasing 11.2% in Q4 and 11.5% for the year. The manager notes that like the broader small-cap market, most returns came in December, driven by specific catalysts affecting portfolio companies. | NAPA SGA UNTC SUM |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Merion Road Capital | Duckhorn Portfolio | Consumer Staples | Distillers & Vintners | Bull | NYSE | Brand Equity, Brown-Forman, CEO transition, Chardonnay, Distribution, Luxury Wine, M&A, premium brands, valuation discount | 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. | ||||||||