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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 27, 2024 | White Brook Capital | 0.0% | 6.5% | AFYA, BLDR, GBX, GPRE, KAR, KNX, LTH, PETQ, PTLO, RILY | consumer, healthcare, Pet Care, small caps, Trade Down, value | The manager sees pet care as benefiting from aging pet populations requiring more medications and supplements, while less affluent consumers trade down to cost-effective products like PetIQ's offerings. The company benefits from pets' continued existence rather than just initial purchases, with supplements becoming their largest business segment. | PETQ |
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| 2023 Q4 | Oct 1, 2024 | Miller Value Partners Income Strategy | 11.7% | 11.7% | BCC, BKE, JXN, MED, OGN, RILY, WAL | dividends, high yield, rates, Regional Banks, value | The letter discusses the significant outperformance of long-dated US government bonds in Q4 2023, with TLT up 12.9%, marking the fifth-best calendar quarter in twenty years. This occurred without coinciding equity market drawdowns, suggesting a potential turning point in market psychology around inflation persistence. Fed officials are now discussing rate cuts and slowing balance sheet asset sales. | JXN BKE WAL |
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| 2023 Q4 | Jan 25, 2024 | White Brook Capital | 0.0% | 6.5% | AFYA, BLDR, GBX, GPRE, MOS, RILY | AI, Biofuels, commodities, Fertilizers, Homebuilders, mid cap, private credit, value | Manager expresses skepticism about AI valuations and implementation challenges. Discusses unresolved issues around data utility, monetization models, and the gap between investment levels and practical effectiveness. Notes that current AI applications like Microsoft Copilot are expensive to develop and poor value for money. | RILY GPRE IMOS BLDR |
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| 2022 Q4 | Jan 25, 2023 | White Brook Capital | 0.0% | 6.5% | BOX, GBX, MOS, RILY | - | View | ||
| 2023 Q4 | Jan 19, 2024 | Miller Value Partners Deep Value Strategies | 4.6% | 20.1% | BCC, BKE, JXN, MED, OGN, RILY, WAL | dividends, high yield, income, interest rates, Regional Banks, value | Western Alliance Bancorp was the top contributor with strong deposit growth and capital ratios. The bank reported deposits rising 6.5% sequentially to $54.3B with 82% insured and collateralized, while CET1 ratio expanded to 10.6%. | BCC JXN BKE WAL |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | White Brook Capital | B Riley Financial Inc | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Asymmetric Risk, Capital markets, contrarian, Distressed, investment banking, M&A, Russell 2000, Short squeeze | View Pitch |
| Sep 16, 2025 | Short Thesis | The Bear Cave | B Riley Financial Inc | Financials | Capital Markets | Bear | NASDAQ | Baby bonds, Credit, Related-party, Solvency, valuation | View Pitch |
| Sep 16, 2025 | Short Thesis | Friendly Bear | B Riley Financial Inc | Financials | Capital Markets | Bear | NASDAQ | leverage, Loans, Refinancing, Transparency, 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||