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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 22, 2025 | Voss Value Fund | 1.0% | -6.3% | ARE CN, CLBT, ECN CN, FIVN, GENI, PHIN, PRKS | asymmetry, Balance Sheets, contrarian, deep value, mispricing | The commentary highlights deep value opportunities in overlooked and underfollowed companies trading at significant discounts to intrinsic value. Management focuses on balance sheet strength, asset protection, and asymmetric upside potential. Volatility is viewed as a necessary condition for outsized long-term returns. | FIVN ARE CN PRKS PHIN ECN CLBT GENI |
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| 2025 Q2 | Aug 22, 2025 | Voss Value Offshore Fund | 0.6% | -6.8% | ARE CN, CLBT, ECN CN, FIVN, GENI, PHIN, PRKS | contrarian, deep value, International Equities, Margin Of Safety, mispricing | The letter emphasizes global deep value investing, particularly in small and mid-cap international equities. Management highlights fear-driven selloffs and structural neglect as sources of opportunity. Capital preservation and margin of safety remain central to portfolio construction. | View | |
| 2024 Q1 | May 29, 2024 | Silver Ring Value Partners | 0.0% | 0.0% | PHIN, WBD | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Ariel Focus Fund | 10.6% | 0.0% | APA, CLB, Gold, MHK, MOS, PHIN, REZI, SJM | - | View | ||
| 2024 Q3 | Nov 26, 2024 | Voss Value Offshore Fund | 7.4% | 8.9% | PHIN | - | View | ||
| 2024 Q3 | Nov 26, 2024 | Voss Value Fund | 7.6% | 9.5% | PHIN | - | View | ||
| 2025 Q3 | Oct 9, 2025 | Heartland Value Plus Fund | 8.5% | 1.4% | BRC, MTRN, PBH, PHIN | Buybacks, dividends, earnings growth, small caps, valuation | Heartland notes that small-cap earnings have turned positive for the first time since 2021, driven by improving demand and policy easing. The fund emphasizes companies executing self-help strategiescutting costs, repurchasing shares, and raising dividendsto enhance margins and shareholder value. Strong contributors included Brady Corp, Phinia, and Materion, reflecting disciplined capital allocation amid rate cuts. | PBH MTRN PHIN BRC |
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| 2023 Q3 | Mar 10, 2023 | Ariel Focus Fund | 10.6% | 0.0% | APA, CVX, GNRC, GS, KVUE, LESL, MHK, PHIN, SPHR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Travis Cocke | Phinia Inc. | Consumer Discretionary | Automotive Parts | Bull | New York Stock Exchange | aftermarket, automotive, buybacks, cashflow, Cyclicality, valuation | View Pitch |
| Nov 29, 2025 | Fund Letters | Bradford Evans | Phinia Inc. | Consumer Discretionary | Auto Parts & Equipment | Bull | NYSE | aftermarket, Auto parts, buybacks, cost savings, deleveraging, oligopoly, rerating | 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. | ||||||||