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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 2, 2025 | Meridian Contrarian Fund | 16.4% | - | BWXT, CCO CN, NVTS, PACK, QDEL, SG | contrarian, fundamentals, mispricing, Recovery, Sentiment | The commentary highlights contrarian opportunities created by extreme pessimism and market overreactions. Management targets misunderstood companies where fundamentals are stabilizing despite negative sentiment. Long-term gains are expected as perceptions improve and earnings recover. | QDEL PACK SG NVTS BWXT CCO CN |
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| 2025 Q2 | Aug 2, 2025 | Meridian Small Cap Growth Fund | 6.9% | - | AXGN, MIR, NPKI, PACK, TPB, VNOM | growth, Quality, Recurring Revenue, risk management, small caps | The letter highlights small-cap growth investing with an emphasis on quality, recurring revenue, and risk management. Management avoids high-beta speculation and prioritizes resilience during market drawdowns. Long-term returns are expected from steady execution and earnings growth. | VNOM AXGN PACK |
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| 2025 Q2 | Aug 19, 2025 | Prosper Stars & Stripes | 9.6% | -0.8% | AGYS, AZTA, EXPO, FTAI, HELE, KRMN, MGNI, PACK, SPHR, TATT, TKNO | alpha, Long/Short, risk control, stock selection, volatility | The letter discusses navigating volatility through disciplined long/short equity exposure amid tariff shocks, recession fears, and rapid market reversals. Management emphasizes risk control, flexible net exposure, and stock selection as drivers of alpha. The approach seeks consistent compounding regardless of market direction. | View | |
| 2022 Q4 | Feb 17, 2023 | Tourlite Capital Management | 4.5% | 13.8% | APG, PACK, PRM, PRVBX, VRRM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Chad Meade | Ranpak Holdings Corp. | Materials | Packaging | Bear | New York Stock Exchange | Automation, ecommerce, Margins, Packaging, Sustainability | View Pitch |
| Jan 8, 2026 | Fund Letters | James England | Ranpak Holdings Corp. | Materials | Packaging | Bull | New York Stock Exchange | Automation, ecommerce, Margins, Packaging, Sustainability | 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. | ||||||||