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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | May 23, 2025 | Tourlite Capital Management | -4.6% | -4.6% | ABUS, COST, FIP, FTAI, GRAL, IMVT, NFE, OABI, ROIV, SOC, WMT | Biotech, consumer, energy, Event Driven, industrials, infrastructure, Long/Short, tariffs | The fund continues to see meaningful mispricing across select biotech companies, highlighting positions in Roivant, Arbutus, Immunovant, OmniAb, and Grail. Despite short-term volatility from macro headlines and policy developments, these companies trade at substantial discounts to intrinsic value, offering significant upside with a margin of safety over the long term. | FTAI FIP SOC |
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| 2025 Q3 | Oct 21, 2025 | Tourlite Capital Management | -2.0% | 2.7% | ABUS, APG, FIP, FTAI, IONQ, NFE, OMAB, QBTS, QUBT, RGTI, ROIV, SBSW, TIC | Aviation, fundamentals, infrastructure, Long/Short, Quality, SPACs, Speculation, value | Fund operates as a long/short equity strategy capturing spread between long and short positions. Focuses on higher-quality businesses with positive earnings momentum on the long side while shorting companies with deteriorating fundamentals or unsustainable business models. | View | |
| 2025 Q4 | Jan 28, 2026 | Tourlite Capital Management | 0.2% | 2.8% | AERO.SW, FIP, FTAI, GLNG, NFE, NTGR | aerospace, consumer, Event Driven, industrials, infrastructure, Long/Short, small cap, technology | The fund holds significant positions in FTAI Aviation and Montana Aerospace, viewing the aerospace supply chain as facing severe bottlenecks while demand remains at decade-high levels. Montana Aerospace is positioned as a structural winner with 90% single-sourced products and vertically integrated capabilities spanning Europe, US, and Vietnam manufacturing. FTAI Infrastructure represents a key holding with multiple catalysts including the Wheeling & Lake Erie Railway acquisition, potential Long Ridge strategic action, and Repauno development phases. The manager sees the company transitioning toward a pure-play rail business with significant asset value upside. FTAI Aviation announced FTAI Power initiative to repurpose CFM56 engines for data center power generation, representing a potential $1 billion EBITDA opportunity. The manager views this as a significant catalyst with ramping expected in second half of 2026. | View | |
| 2024 Q3 | Sep 30, 2024 | Invesco Small Cap Value Fund | 6.5% | 19.5% | ATGE, BECN, COHR, EWBC, EXPE, GL, GTLS, HSIC, IART, LITE, MKSI, MTZ, MXL, NFE, NRG, QDEL, RMBS, SPB, VRT, VST, WAL, WBS | AI, healthcare, industrials, Intrinsic Value, Regional Banks, semiconductors, small cap, value | The fund uses an intrinsic value approach to select investments, seeking companies significantly undervalued on an absolute basis. At quarter end, the difference between market price and estimated intrinsic value of holdings was very attractive according to their estimation. Following outperformance of large-cap over small-cap in recent years, they see greater long-term upside to intrinsic value in many small-cap stocks compared to large-cap stocks. | QDEL RMBS BECN |
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| 2024 Q2 | Jun 30, 2024 | Invesco Small Cap Value Fund | 6.5% | 19.5% | ATGE, AVTR, COHR, CRS, ENDV.L, EPAM, EXPE, GL, LITE, MOH, MTZ, MXL, NFE, NRG, SEM, SIMO, VRT, VST, WAL, WBS | Intrinsic Value, materials, small cap, technology, Utilities, value | The fund benefits from AI growth through holdings like Coherent, which develops optical transceivers that are key enablers for networking of AI servers. Vistra shares rose due to better outlook for long-term demand driven by the build out of energy-intensive AI data centers. | EPAM DAVA GL |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 21, 2026 | Substack | Triples Investing | New Fortress Energy | Energy | LNG Infrastructure | Bull | NASDAQ Stock Market | Brazil terminals, BrazilCo, conversion risk, debt reduction, Energy Sector, LNG infrastructure, New Fortress Energy, New NFE, Preferred equity, restructuring | View Pitch |
| Feb 1, 2026 | Substack | Triples Investing | New Fortress Energy | Energy | Natural Gas Infrastructure | Bear | NASDAQ Stock Market | 12% senior secured notes, Bankruptcy, Brazil assets, capital-intensive projects, debt restructuring, Emerging markets, financial distress, LNG, New Fortress Energy, Puerto Rico | 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. | ||||||||