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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 | The London Company SMID Cap | 0.8% | -6.6% | ACIW, AWI, BR, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | AI, Fed, growth, Quality, small cap, SMID Cap, value, volatility | The portfolio maintains a Quality-at-a-Reasonable-Price discipline focused on companies with durable advantages, strong balance sheets, and steady free cash flow. Quality factors have been headwinds during the high beta rally but historically regain leadership when fundamentals reassert themselves. | DECK ACIW JKHY CWST WAT NEU SGI AWI DECK ACIW JKHY CWST WAT NEU SGI AWI |
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| 2025 Q3 | Oct 28, 2025 | The London Company Small-Mid Cap | 0.8% | -6.6% | ACIW, AWI, BR, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | Fed Cuts, high beta, Quality, SMID Cap, value, volatility | The manager emphasizes their Quality-at-a-Reasonable-Price discipline, noting that quality factors were headwinds during the high beta rally but historically regain leadership when fundamentals reassert themselves. They remain confident in holdings with durable advantages, strong balance sheets, and steady free cash flow. | View | |
| 2025 Q1 | Apr 4, 2025 | Palm Valley Capital Management | 0.6% | 0.6% | AVA, CRI, FLO, FORR, HTLD, KELYA, LAS.TO, MNRO, NWN, PHYS, PSLV, REYN, RGP, TBI, WHGLY | Cyclical, fiscal policy, gold, Government Spending, Quality, small caps, Staffing, value | Small cap equity performance has trailed large caps with fewer passive tailwinds and a drag from lower quality businesses. High quality small cap businesses remain fully valued despite the S&P SmallCap 600 being down 17% from its November 2024 record. The median profitable small cap company has an EV/EBIT multiple of 17x with elevated profits and valuations. | FLO MNRO REYN FORR |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Palm Valley Capital Management | Reynolds Consumer Products | Consumer Staples | Household Products | Bull | NASDAQ | consumer staples, defensive, household products, leverage, market leader, Quality, Stable Cash Flow | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Daniel Jones | Reynolds Consumer Products | Materials | Packaging & Containers | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Brewvestor Insights | Reynolds Consumer Products | Materials | Packaging & Containers | Neutral | 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $6.9M | 0.01% | 299,047 | +299,047 | +100.00% | 0.1369% |
| Lee Ainslie | Maverick Capital | $9.3B | $3.2M | 0.03% | 138,396 | -87,159 | -38.64% | 0.0633% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $7.4M | 0.01% | 321,917 | -298,474 | -48.11% | 0.1473% |
| Israel Englander | Millennium Management LLC | $233.2B | $23.7M | 0.01% | 1,034,668 | +359,846 | +53.32% | 0.4735% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $9.1M | 0.01% | 396,213 | -433,264 | -52.23% | 0.1813% |
| Cliff Asness | AQR Capital Management | $190.6B | $109.7M | 0.06% | 4,785,091 | -166,099 | -3.35% | 2.1899% |