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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 21, 2025 | Wasatch Micro Cap Fund | 12.6% | - | LMB, PAR, PI, PNTG, VITL, WLDN | Biotechnology, growth, infrastructure, Micro-Cap, Quality, Risk Appetite, underperformance | Micro-cap stocks posted exceptionally strong returns in Q3 as investor risk appetite remained robust following the Trump administration's moderated tariff stance in April. A much-anticipated interest-rate cut late in the quarter further fed that risk appetite, creating an environment favorable for higher-risk assets. | PNTG PAR LMB VITL PI WLDN GDYN AGYS ROAD LMB |
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| 2025 Q1 | Mar 31, 2025 | Wasatch Micro Cap Fund | -16.6% | -16.6% | ADUS, BOW, COCO, ESQR, EZPW, GCMG, GDYN, HCI, LMB, MAMA, PNTG, WEAV, XPOF | Biotechnology, Concentration, financials, healthcare, insurance, Micro Cap, value | The Fund's overweight to the financials sector was a large contributor to performance relative to the benchmark. The Fund held several insurance companies whose stocks were higher after announcing strong operating results, including HCI Group providing homeowners insurance in Florida and Bowhead Specialty Holdings focused on casualty and professional liability insurance. | ADUS XPOF WEAV EZPW BOW HCI |
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| 2025 Q3 | Oct 20, 2025 | Wasatch Micro Cap Fund | 9.5% | - | LMB, PAR, PI, PNTG, VITL, WLDN | Biotechnology, growth, healthcare, infrastructure, Microcap, Quality, Risk Appetite, Utilities | Micro-cap stocks posted exceptionally strong returns in Q3 as investor risk appetite remained robust following the Trump administration's moderated tariff stance in April. A much-anticipated interest-rate cut late in the quarter further fed that risk appetite, creating an environment favorable for higher-risk assets. | PNTG LMB VITL PI WLDN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Wasatch Micro Cap Fund | Pennant Group, Inc. | Health Care | Health Care Providers & Services | Bull | NASDAQ | Healthcare services, Home-Health, Hospice, Medicare, Patient Volumes, Senior Living, Underutilized Assets | View Pitch |
| Nov 29, 2025 | Fund Letters | Ken Korngiebel | Pennant Group Inc. | Health Care | Health Care Facilities | Bull | NASDAQ | Acquisitions, Demographics, efficiency, healthcare, Hospice, recovery, Regulation, Reimbursement, valuation | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $3.7M | 0.01% | 131,037 | -283,403 | -68.38% | 0.3276% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $428,218 | 0.00% | 15,212 | +15,212 | +100.00% | 0.0380% |
| Israel Englander | Millennium Management LLC | $233.2B | $5.7M | 0.00% | 203,414 | +83,457 | +69.57% | 0.5085% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $2.1M | 0.00% | 73,204 | -47,648 | -39.43% | 0.1830% |
| Cliff Asness | AQR Capital Management | $190.6B | $579,750 | 0.00% | 20,595 | +9,447 | +84.74% | 0.0515% |
| Mario Gabelli | GAMCO Investors | $10.4B | $224,468 | 0.00% | 7,974 | -143 | -1.76% | 0.0199% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $524,126 | 0.06% | 20,840 | -738 | -3.42% | 0.0465% |