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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | Rome Capital | - | - | 1910.HK, CBOX.L, NATL, REVG, SEG, SOC | Derivatives, growth, small caps, special situations, spinoffs, turnaround, value | Manager emphasizes special situations as compelling opportunities amid market turbulence, particularly spinoffs and restructurings. The approach focuses on forced selling creating attractive entry points, though notes that multiple expansion requires strong business fundamentals beyond just the special situation setup. | 1910 HK SEG US REVG US SOC US NATL CBOX LN |
View |
| 2024 Q4 | Jan 26, 2025 | Rome Capital | - | - | 1114.HK, 1910.HK, 3990.HK, CBOX.L, CPRI, EDEN.PA, NATL, PLX.PA, REVG, SEG, SN | Concentration, Franchising, gaming, growth, small cap, special situations, spinoffs, value | Rome Capital focuses on spinoffs, bankruptcy emergences, merger arbitrages, asset sales, and large share buybacks where significant changes occur in capital structure or shareholder base. Stock pricing becomes highly inefficient due to forced or indifferent selling by large institutions, creating opportunities to leverage behavioral edges. | View | |
| 2023 Q4 | Jan 13, 2024 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | ACGL, APIO, APTV, ARGX, CAE, CDW, COTY, ENTG, EVBG, EXPE, HAS, ICLR, KKR, MRVI, NATL, PFGC, PINS, SXT, VYX | consumer discretionary, growth, healthcare, industrials, mid cap, Quality, technology | Expedia was the top performing holding as negative investor sentiment and recession fears gave way to soft landing optimism. The company's completion of integrating multiple brands under the same technology and marketing infrastructure has helped bolster its ability to capture additional market share. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 22, 2026 | Twitter / X | @unciacapital | NCR Atleos Corporation | Information Technology | Technology Hardware, Storage & Peripherals | Neutral | New York Stock Exchange | Atmaas, Beat, buyback, Noise, Rail, Reiterated, Ssb, UK | View Pitch |
| Jan 8, 2026 | Fund Letters | Alex Feng | NCR Atleos Corporation | Information Technology | Technology Hardware, Storage & Peripherals | Bull | New York Stock Exchange | ATM, Outsourcing, rerating, services, spinoff | 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. | ||||||||