| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Jan 18, 2024 | Arquitos Capital Management | -15.5% | 4.5% | ENDI, LFCR, LQDA, MNKD, NTP, UTHR, VTY.L | activism, Biotechnology, Buybacks, Homebuilders, Skin in Game, small caps, value | Liquidia won patent litigation against United Therapeutics for PAH treatment, with CEO making $1M share purchase before decision. Product expected to launch April 2024 with potential to capture significant market share from United Therapeutics through superior delivery technology. | NTP ENDP LFCR VTY.L LQDA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Arquitos Capital Management | Nam Tai Property Inc | Real Estate | Real Estate Management & Development | Bull | NYSE | activist, China, Corporate Governance, Litigation Recovery, Real Estate, sale process, Special Situation, turnaround | 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. | ||||||||