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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 21, 2025 | Laughing Water Capital | 13.1% | - | CTLP, LFCR, NN, PAR, SES CN, THRY, VTY LN | Buybacks, deep value, hidden assets, mispricing, small caps | The letter emphasizes deep value investing focused on misunderstood businesses and hidden asset value. Management highlights inefficiencies created by quantitative screening and accounting distortions. Long-term returns are expected from operational improvement, buybacks, and multiple expansion. | THRY VTY LN PAR NN LFCR SES CN CLAR |
View |
| 2023 Q4 | Jun 2, 2024 | Alta Fox Capital Management | 4.2% | 12.5% | SES CN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | Matthew Sweeney | Secure Waste Infrastructure Corp. | Industrials | Environmental Services | Bull | New York Stock Exchange | buybacks, cashflow, energy, mispricing, waste | View Pitch |
| Jan 8, 2026 | Fund Letters | Matthew Sweeney | SECURE Waste Infrastructure Corp. | Industrials | Environmental & Facilities Services | Bull | Toronto Stock Exchange | buybacks, infrastructure, Margins, rerating, waste | 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. | ||||||||