| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | SouthernSun Small Cap | 9.7% | - | BOOT, DY, MSA, OXM, SAM | Capital Allocation, Discipline, Margins, Resilience, small caps | The commentary stresses operational and capital discipline among small-cap companies navigating tariffs, inflation, and uneven demand. Management highlights cost control, margin stewardship, and balance-sheet strength as differentiators in a sluggish macro environment. Technology adoption is framed as a productivity enabler rather than a speculative driver. | MSA SAM DY BOOT |
View |
| 2024 Q4 | Dec 31, 2024 | SouthernSun Small Cap | -7.7% | 4.7% | AEIS, AWI, BCO, DORM, MGPI, OXM | - | View |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $203,114 | 0.00% | 5,939 | +5,939 | +100.00% | 0.0349% |
| Israel Englander | Millennium Management LLC | $233.2B | $11.2M | 0.00% | 326,607 | +304,454 | +1374.32% | 1.9217% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $10.3M | 0.02% | 300,101 | +108,361 | +56.51% | 1.7657% |
| Cliff Asness | AQR Capital Management | $190.6B | $1.8M | 0.00% | 52,873 | +4,740 | +9.85% | 0.3111% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $1,094 | 0.00% | 32 | +0 | +0.00% | 0.0002% |