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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Longleaf Partners Small-Cap Fund | 2.7% | 4.2% | BATRA, CUERVO* MM, OSCR, PCH, SAM, WEST | Balance Sheets, mispricing, small caps, value creation, volatility | The letter emphasizes small-cap investing as a fertile area for mispricing due to neglect and volatility. Management highlights stock-specific value creation, aligned owners, and balance sheet strength. Small caps are viewed as offering superior long-term return potential despite near-term uncertainty. | PCH SAM WEST BATRA CUERVO MM OSCR |
View |
| 2024 Q1 | May 7, 2024 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | CNX, HOUS, OSCR, WTM | - | View | ||
| 2023 Q3 | Dec 10, 2023 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | CNX, MAT, OSCR, SAM, WEST | - | View | ||
| 2024 Q3 | Oct 16, 2024 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | CNX, HOUS, OSCR, WEST | - | View | ||
| 2025 Q3 | Oct 15, 2025 | Longleaf Partners Small-Cap Fund | 2.0% | 6.4% | CLW, CNX, CUERVO* MM, GHC, GRUMAB MM, MAT, OSCR, PCH, RYN, TRIP, WTM | Compounding, free cash flow, Share repurchase, small caps, Value Investing | Longleafs Small-Cap Fund focuses on undervalued, high-quality small-cap franchises generating strong free cash flow. The team notes speculative excess in unprofitable small caps but remains confident in holdings such as Gruma, Becle, and White Mountains, which have multiple catalysts for value realization. Management sees substantial upside from disciplined ownership and shareholder alignment. | TRIP US MAT US WFG US CNX US |
View |
| 2024 Q4 | Jan 9, 2025 | ClearBridge Investments Small Cap Growth Strategy | - | - | CWAN, FLR, MOD, OSCR, TGTX | - | View | ||
| 2024 Q2 | Jul 23, 2024 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | HOUS, KODK, MAT, OSCR, PCH | - | View | ||
| 2023 Q2 | Jul 19, 2023 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | BATRA, HOUS, LXS AV, OSCR | - | View | ||
| 2023 Q1 | Apr 20, 2023 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | H, LUMEN, OSCR | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | 3G3B GR, ESRT, H, KNF, LUMEN SS, MAT, OSCR, WEST | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Longleaf Partners Small-Cap Fund | -1.6% | 9.7% | 3G3B GR, CNX, GHC, KODK, LLYVA, OSCR, WEST | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @thexcapitalist | Oscar Health, Inc. | - | Bull | New York Stock Exchange | Aca, Exchanges, health insurance, managed care, Medical Loss Ratio, Membership, Pricing, profitability, underwriting | View Pitch | |
| Jan 23, 2026 | Twitter / X | @thexcapitalist | Oscar Health, Inc. | Health Care Services | Managed Health Care | Bull | New York Stock Exchange | Aca, Employees, Employers, Health, health insurance, Insurance, Oscar, OSCR | View Pitch |
| Jan 16, 2026 | Fund Letters | Ross Glotzbach | Oscar Health, Inc. | Health Care | Managed Health Care | Bull | New York Stock Exchange | Healthinsurance, Membership, Regulation, valuation | View Pitch |
| Jan 8, 2026 | Fund Letters | Ross Glotzbach | Oscar Health, Inc. | Health Care | Managed Health Care | Bull | New York Stock Exchange | Balance_Sheet, Healthinsurance, Insurtech, Regulation, underwriting | View Pitch |
| Jan 8, 2026 | Substack | Modern Value Investing | Oscar Health | Insurance | Health Insurance | Bull | New York Stock Exchange | customer experience, Data-driven insights, Digital transformation, growth potential, health insurance, Insurtech, market disruption, Modern infrastructure, Regulatory adaptation, User-centric platforms | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Yiannis Zourmpanos | Oscar Health | Health Care | Healthcare Plans | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Analysis Fundamental | Oscar Health | Health Care | Healthcare Plans | Bull | NYSE | — | 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. | ||||||||