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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 14, 2024 | Maran Capital Management | 1.0% | 9.0% | APG, CLAR, CTT.LS, DK, SLGD, VTY.L | Buybacks, Europe, growth, small caps, special situations, value | Manager emphasizes owning cheap stocks as hedge against market sell-offs. Portfolio companies may not screen cheap on trailing earnings due to various changes, but believes holdings are universally undervalued using correct methodologies including normalized earnings power, private market value, and asset value. | VTY.L CTT.LS CLAR APG |
View |
| 2023 Q4 | Jan 25, 2024 | Maran Capital Management | 1.0% | 9.0% | APG, CLAR, CTT.LS, SLGD, VTY.L | Buybacks, Concentration, Europe, small caps, special situations, value | The fund focuses on finding mispricing in smaller cap stocks and off-the-beaten-path companies. The manager believes their portfolio is full of companies with wide moats, strong balance sheets, low valuations, large share buybacks, and high inside ownership. The concentrated approach targets asymmetric setups with multi-fold upside potential. | VTY.L SLGD CTT CLAR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Maran Capital Management | Scott's Liquid Gold-Inc. | Consumer Staples | Household Products | Bull | OTC | asset management, Balance Sheet Transformation, Board Involvement, Business Model Pivot, Horizon Kinetics, Special Situation, Strategic Merger, value creation | 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. | ||||||||