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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 6, 2024 | Greenlight Capital | 1.1% | 9.0% | ALIT, BHF, CEIX, CPRI, FCNCA, GPOR, HPQ, KD, ODP, ONEX.TO, SOLB.BR | energy, gold, Long/Short, Macro, technology, value | Gold continued its strong year-to-date performance and was a material contributor to the macro book this quarter, generating more than one percent return. | CPRI SOLB.BR KD HPQ CEIX |
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| 2024 Q3 | Oct 15, 2024 | Greenlight Capital | 1.1% | 9.0% | BHF, CEIX, GRBK, HPQ, NBSE, NWG.L, ODP, RYA.L, SOLB.BR | Conservative, gold, Hedging, Homebuilders, Market Timing, value | The macro portfolio had another strong quarter driven by the sharp rise in the price of gold. Gold was mentioned as a significant winner during the quarter and the fund offers a gold share class for investors. | ODP GRBK |
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| 2024 Q4 | Jan 21, 2025 | Greenlight Capital | - | 7.2% | AAPL, BHF, CEIX, CNC, CNH, CPRI, GRBK, HPQ, KD, LIVN, LXS, MSTR, ODP, PTON, SOLB.BR, THC, TPG | Agriculture, crypto, ETFs, healthcare, Long/Short, technology, value | Greenlight discusses the speculative nature of cryptocurrencies, comparing them to collectibles with no intrinsic value. The letter highlights the emergence of memecoins like Fartcoin and Trump's official memecoin, noting the extreme valuations and speculative trading patterns in the crypto market. | CPRI CNC CNH PTON |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Greenlight Capital | ODP Corporation | Consumer Discretionary | Specialty Retail | Bear | NASDAQ | business services, Disappointing Earnings, Office Supplies, Profit Miss, Sales Decline, Specialty retail | View Pitch |
| Oct 24, 2025 | Value Investors Club | Extreme-mispricings | ODP Corp | Consumer Discretionary | Commercial Services & Supplies | Bull | NASDAQ | Activists, buybacks, M&A, retail, Takeout | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Growth Stock Hunter | The ODP Corporation | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | APAC Investment News | The ODP Corporation | Consumer Discretionary | Specialty Retail | Bull | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||