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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 1, 2024 | Tourlite Capital Management | 4.5% | 13.8% | FIP, FTAI, IMVT, LTCH, OABI, PRPL, REAL, RICK | aerospace, Biotechnology, consumer, industrials, infrastructure, Long/Short, small caps, special situations | FTAI Aviation benefits from aerospace market tailwinds with ongoing OEM shortfalls resulting in higher lease rates and extensions. The company announced V2500 as its second focus engine with EBITDA expected to grow from $40 million to $100 million by 2026. Multiple catalysts remain for the remainder of the year including potential PMA parts approvals. | PRPL RICK OABI LTCH FIP FTAI |
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| 2024 Q1 | May 9, 2024 | Tourlite Capital Management | 4.5% | 13.8% | ABUS, APG, ESPR, FIP, FTAI, LGND, OABI, PRGO, PRPL, ROIV | Biotechnology, Hedging, Idiosyncratic, Long/Short, spinoffs, value | Fund maintains four biotech long positions representing ~20% of gross long exposure, viewed as idiosyncratic opportunities based on litigation or corporate events rather than binary drug results. Positions include Roivant Sciences with significant cash position and share buyback program, Arbutus benefiting from Covid vaccine litigation, OmniAb spinoff with 300+ drugs in pipeline, and a recent spinoff trading at 65% discount to cash. | PRGO ROIV ESPR PRPL APG FTAI FIP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Tourlite Capital Management | Purple Innovation | Consumer Discretionary | Household Durables | Bull | NASDAQ | Asymmetric, Broken Stocks, business model, Consumer Discretionary, Housing, Mattresses, new management, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | Tourlite Capital Management | Purple Innovation | Consumer Discretionary | Household Durables | Bull | NASDAQ | Broken Stocks, Free Cash Flow, home improvement, housing cycle, Mattresses, new management, turnaround | 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. | ||||||||