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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Lakehouse Small Companies Fund | - | - | AD8.AX, ARB.AX, BAP.AX, CAT.AX, DHG.AX, FDV.AX, NAN.AX, OBJ.AX, PME.AX, PNI.AX, REA.AX, REX.AX, SDR.AX, TNE.AX, TYR.AX, XRO.AX | Australia, Compounding, healthcare, long-term, small caps, technology | The fund holds multiple technology companies including Catapult (sports technology), Pro Medicus (radiology imaging), Audinate (digital audio), and SiteMinder (hotel technology). These businesses demonstrate strong recurring revenue models, high retention rates, and significant growth runways in their respective markets. | RDX AU AD8 AU PME AU PNI AU CAT AU TNE AU ARB AU |
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| 2025 Q3 | Oct 14, 2025 | Lakehouse Small Companies Fund | - | - | CAT, CAT.AX, FCL.AX, OBJ.AX, PNI.AX, RUL.AX, SDR.AX | Australia, growth, small caps, technology, Travel | SiteMinder's Investor Day confirmed strong growth momentum in the hospitality technology sector. The company demonstrated robust unit economics with customer lifetime value to customer acquisition cost exceeding 5 times across all core regions, indicating healthy growth and strong product-market fit. The Smart Platform represents significant opportunity to increase value capture from 0.3% to 1.5% of gross booking value over time. | SMM AU |
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| 2025 Q4 | Jan 14, 2026 | Lakehouse Small Companies Fund | 0.0% | 4.9% | CAT.AX, CGS.AX, FCL.AX, MFG.AX, OBJ.AX, SDR.AX | Australia, concentrated, growth, small caps, value | Magellan's Capital Partners segment includes a 36.4% stake in investment bank Barrenjoey, which has successfully disrupted the local investment banking oligopoly and transitioned from capital-intensive build phase to cash-generative harvest phase. Barrenjoey paid its maiden dividend in FY25 and is expanding offshore. Cogstate provided a trading update showing contract sales for H1 FY26 expected at US$37-40 million, up 82-97% on prior period, reflecting record pipeline and diversified wins across disease areas. The company has growing contracted backlog expected to support revenue and margin recovery through second half and beyond. | CGS AU MFG AU |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||