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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Riverwater Sustainable Value Strategy | - | - | CIEN, COOP, ECG, EXEL, GFF, HAE, LMNR, LNTH, LOPE, LPX, MSA, NCMI, PNW, VECO | Construction, healthcare, infrastructure, Safety, small cap, technology, value | ECG benefits from exponential power demand from AI and data centers, exemplifying Jevons Paradox where efficiency gains are overwhelmed by usage growth. The company's backlog has grown over 40% driven primarily by data center and high-tech infrastructure projects. | MSA GFF ECG MSA GFF LMNR ECG |
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| 2025 Q3 | Oct 14, 2025 | Aristotle Small/Mid Cap Equity | 2.6% | - | AEIS, AGI.TO, ALE, AZEK, CIEN, COLB, CRI, FLWS, HAE, HGV, JHX, MTSI, PNW, PPBI, PRMB, SCI, SUPN, VYX, WTRG, WWW | AI, Banking, gold, healthcare, mid cap, small cap, technology, Utilities | Artificial Intelligence driven optimism fueled risk-on sentiment as companies with AI exposure or disruptive potential saw disproportionate gains. Investors chased momentum and future earnings potential over traditional valuation metrics. Ciena benefited from AI-related demand and technological innovation in optical networking equipment. | View | |
| 2022 Q1 | - | Riverwater Sustainable Value Strategy | - | - | ATKR, AZZ, BLDR, CFR, CIEN, CNX, CRL, CROX, DGX, FMC, INFU, LEVI, NWE, PNW, REGI, SIVB, SNEX, SPR, UHAL, VRS | aerospace, energy, Esg, healthcare, inflation, small caps, Utilities, value | CROX AZZ SPR |
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| 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 | $13.2M | 0.02% | 148,492 | -398,934 | -72.87% | 0.1126% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $61.9M | 0.07% | 698,394 | +81,972 | +13.30% | 0.5298% |
| Ray Dalio | Bridgewater Associates | $27.4B | $15.4M | 0.06% | 174,043 | +67,752 | +63.74% | 0.1320% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $68.0M | 0.09% | 766,721 | +766,721 | +100.00% | 0.5816% |
| Israel Englander | Millennium Management LLC | $233.2B | $20.9M | 0.01% | 235,629 | -119,685 | -33.68% | 0.1787% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $116.1M | 0.17% | 1,309,421 | +223,124 | +20.54% | 0.9933% |
| Cliff Asness | AQR Capital Management | $190.6B | $33.5M | 0.02% | 377,541 | +44,266 | +13.28% | 0.2864% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $592.9M | 1.97% | 6,684,100 | -539,625 | -7.47% | 5.0703% |
| Eric Mandelblatt | Soroban Capital Partners | $14.3B | $258.0M | 1.80% | 2,877,404 | +2,877,404 | +100.00% | 2.2063% |
| Rich Handler | Jefferies | $19.3B | $4.4M | 0.02% | 49,314 | +49,314 | +100.00% | 0.0374% |