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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Jun 13, 2024 | 180 Degree Capital Corp | 0.0% | 0.0% | AREN, LTRX, PBPB, QBTS, QMCO, SCOR, SNCR | - | View | ||
| 2022 Q3 | Dec 31, 2022 | 180 Degree Capital Corp | 0.0% | 0.0% | ALTG, AREN, CVGI, PBPB, QBTS, QMCO, SCOR | - | View | ||
| 2023 Q1 | Dec 6, 2023 | 180 Degree Capital Corp | 0.0% | 0.0% | ALTG, AREN, IVAC, PBPB, QBTS, SNCR | - | View | ||
| 2024 Q3 | Nov 18, 2024 | 180 Degree Capital Corp | 0.0% | 0.0% | ACNT, BCOV, CVGI, IVAC, LTRX, PBPB, SCOR, SHCR | - | View | ||
| 2025 Q3 | Oct 9, 2025 | Heartland Value Fund | 10.0% | 13.0% | CVGW, PBPB, XRAY | Food, Mergers and acquisitions, small caps, turnaround, Value Investing | Heartland Value Fund posted double-digit gains as small-cap earnings and sentiment rebounded. The fund highlights bottom-up stock selection in mispriced small caps, such as Potbelly and Calavo, while maintaining discipline through its four-scenario valuation framework. The team remains optimistic on small-cap values recovery, supported by improving fundamentals and M&A opportunities. | XRAY CVGW PBPB |
View |
| 2023 Q3 | Sep 30, 2023 | 180 Degree Capital Corp | 0.0% | 0.0% | ALTG, AREN, CVGI, PBPB, QBTS, QMCO, SCOR, TURN | - | View | ||
| 2022 Q2 | Jun 30, 2022 | 180 Degree Capital Corp | 0.0% | 0.0% | 2AS GR, ALTG, AREN, ELA, PBPB, QMCO, SCOR, SNCR | - | View | ||
| 2022 Q1 | Mar 31, 2022 | 180 Degree Capital Corp | 0.0% | 0.0% | 2AS GR, ALTG, AREN, LTRX, PBPB, QMCO, SCOR, SNCR | - | View | ||
| 2023 Q4 | Feb 29, 2024 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, HQI, MLP, NTIC, PBPB, POL, RSSS, SHYF | - | View | ||
| 2022 Q4 | Feb 24, 2023 | 180 Degree Capital Corp | 0.0% | 0.0% | ALTG, AREN, CVGI, PBPB, QBTS, SCOR, SNCR | - | View | ||
| 2023 Q4 | Feb 20, 2024 | 180 Degree Capital Corp | 0.0% | 0.0% | AREN, PBPB, SCOR, SNCR | - | View | ||
| 2022 Q4 | Feb 16, 2023 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, GAIA, HQI, NTIC, PBPB, POL, RSSS, SHYF | - | View | ||
| 2023 Q4 | Feb 2, 2024 | Immersion Investment Partners | 9.6% | 9.6% | EDR SM, GFF, PBPB | - | View | ||
| 2023 Q2 | Jan 7, 2023 | Immersion Investment Partners | 9.6% | 9.6% | BFIT NA, FC, IDT, MPAA, PBPB | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Will Nasgovitz | Potbelly Corporation | Consumer Discretionary | Restaurants | Bull | NASDAQ | acquisition, Franchising, leadership, Margins, Operations, same-store sales, turnaround | View Pitch |
| Oct 21, 2025 | Value Investors Club | chewy | Potbelly Corp. | Consumer Discretionary | Fast Casual Restaurants | Bull | NASDAQ | EBITDA multiple, Fast casual, Franchises, QSR, turnaround | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Pod Investor | Potbelly Corporation | Consumer Discretionary | Restaurants | 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. | ||||||||