Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | May 1, 2025 | Mairs & Power – Small Cap Fund | -11.0% | -11.0% | ALTR, AZEK, BKH, CASY, CGNX, HUBG, JHX, LFUS, LTH, NWE, PLXS, SIEGY, THRM, WK | Automation, small caps, tariffs, Trade Policy, Utilities, valuation | Tariff uncertainty in March caused equity declines while prospects of prolonged trade war with China raise concerns about reigniting inflation and slowing economic growth. Tariffs are viewed as a tax that businesses will likely pass to consumers, creating upward pressure on prices and potential stagflation. | CGNX |
View |
| 2025 Q1 | Mar 31, 2025 | AMG GW&K Small Cap Core Fund | -7.3% | -7.3% | ADC, ARQT, BWIN, CBZ, CHX, COCO, FLYW, FNA, GBCI, GMED, HALO, HLI, HMN, ICFI, INSM, INTA, ITCI, LOPE, MGY, MTSI, NWE, PAR, PATK, PPBI, PRIM, RBC, SKY, SPXC, STAG, STRL, SWTX, TNDM, UMBF, UTZ | AI, Biotechnology, energy, financials, Quality, small caps, Trade Policy | The fund discusses navigating uncertainty from tariff announcements and trade policy changes by the current U.S. Administration. The manager analyzes potential impacts on manufacturing, consumers, and trading partners, while monitoring for signs of policy moderation or negotiation. | View | |
| 2022 Q1 | - | Riverwater Sustainable Value Strategy | - | - | ATKR, AZZ, BLDR, CFR, CIEN, CNX, CRL, CROX, DGX, FMC, INFU, LEVI, NWE, PNW, REGI, SIVB, SNEX, SPR, UHAL, VRS | aerospace, energy, Esg, healthcare, inflation, small caps, Utilities, value | CROX AZZ SPR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | Lucas Martins | NorthWestern Energy Group, Inc. | Utilities | Utilities - Regulated Electric | Neutral | 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $3.8M | 0.00% | 59,406 | +42,987 | +261.81% | 0.0905% |
| Cliff Asness | AQR Capital Management | $190.6B | $49.7M | 0.03% | 769,640 | -377,629 | -32.92% | 1.1719% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $64.9M | 0.08% | 1,005,886 | +988,984 | +5851.28% | 1.5316% |
| Israel Englander | Millennium Management LLC | $233.2B | $59.4M | 0.03% | 920,554 | +850,517 | +1214.38% | 1.4017% |
| Jeremy Grantham | GMO LLC | $39.1B | $31.2M | 0.08% | 483,291 | +424,593 | +723.35% | 0.7359% |
| Mario Gabelli | GAMCO Investors | $10.4B | $17.7M | 0.17% | 274,350 | +1,000 | +0.37% | 0.4177% |
| Louis Bacon | Moore Capital Management | $6.8B | $3.5M | 0.05% | 53,470 | +53,470 | +100.00% | 0.0814% |
| Ray Dalio | Bridgewater Associates | $27.4B | $8.0M | 0.03% | 123,781 | -140,360 | -53.14% | 0.1885% |