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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 27, 2025 | Brown Advisors Mid-Cap Growth strategy | 15.8% | 7.2% | AJG, CSGP, EFX, ENTG, FICO, FIX, GWRE, HLT, LNG, MRVL, NET, OII, PINS, RBLX, TECH, VOYG, VRT, VST, WCN, WST | AI, Data centers, defense, energy, growth, mid cap, semiconductors, technology | AI-exposed stocks that were hit disproportionately following the DeepSeek news in the first three months of the year bounced the hardest in the second quarter. Three of the top-five contributors during the quarter benefited from that recovery. Cloudflare stands to benefit meaningfully from the rise of modern application development in fast-growing sectors like AI. | VOYG FIX NET |
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| 2026 Q1 | Apr 15, 2026 | Brown Advisors Mid-Cap Growth strategy | -9.0% | -9.0% | AAON, ANDG, ARES, CCC, CSGP, DDOG, DKNG, DT, EFX, FICO, FIX, FTAI, GH, GWRE, HUBS, IT, LITE, LNG, LSCC, MDLN, MPWR, ODFL, OII, OS, PODD, PWR, RDDT, TOST, TTD, VOYG, VRSK, VRT, VST, WCN, WDAY, YSS | AI, energy, growth, industrials, mid cap, software, technology | GH FTAI ANDG RDDT TOST GWRE |
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| 2024 Q2 | Jul 26, 2024 | Deep Sail Capital Partners | 13.8% | 23.5% | ACHR, AFRM, ANET, ARM, BA, BA.L, CAVA, CREX, ESTC, KOG.OL, NVDA, OII, PNG.TO, SAAB-B.ST | defense, Long/Short, Robotics, small caps, technology, value | Kraken Robotics positioned to benefit from autonomous underwater vehicle demand from global navies. Anduril partnership for Dive-LD and Ghost Shark programs represents significant revenue opportunity. XL-AUVs being developed globally by defense contractors to replace submarines. | PNG.TO |
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| 2023 Q4 | Jan 13, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | BDC, CHRS, CUBI, NOG, OII, SP | energy, financials, rates, small caps, technology, value | Manager believes small cap underperformance may be ending as valuations remain near multi-decade lows relative to large caps. Expected earnings and sales growth improvements for small caps in 2024 could outpace large caps, providing fundamental support. | ENOG.L BBDC4.SA OII CUBI ^GSPC |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Aristotle Small Cap Equity Fund | Oceaneering International Inc | Energy | Energy Equipment & Services | Bull | NYSE | Aerospace, Defense, Engineered Services, Industrial Robotics, manufacturing, Offshore energy, Technology Solutions | View Pitch |
| Oct 1, 2025 | Substack | Compound and Fire | Oceaneering International, Inc. | Energy | Oil & Gas Equipment & Services | Neutral | CapEx cycle, cash conversion, Cyclical Recovery, debt level, diversification, Investment Readiness Score, Margins, offshore oil and gas, shareholder alignment, underwater services | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $13.0M | 0.02% | 539,676 | -444,180 | -45.15% | 0.3899% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $16.8M | 0.02% | 699,212 | +581,712 | +495.07% | 0.5051% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $243,231 | 0.00% | 10,122 | -203,087 | -95.25% | 0.0073% |
| Israel Englander | Millennium Management LLC | $233.2B | $2.1M | 0.00% | 88,022 | -126,706 | -59.01% | 0.0636% |
| Cliff Asness | AQR Capital Management | $190.6B | $9.0M | 0.00% | 372,749 | +69,837 | +23.06% | 0.2693% |
| Mario Gabelli | GAMCO Investors | $10.4B | $8.2M | 0.08% | 341,840 | +35,400 | +11.55% | 0.2469% |
| Clint Carlson | Carlson Capital | $281.3M | $768,960 | 0.27% | 32,000 | +6,100 | +23.55% | 0.0231% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $666,230 | 0.08% | 30,547 | +8,150 | +36.39% | 0.0200% |