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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Hotchkis & Wiley Mid-Cap Value Fund | -5.6% | -5.6% | ADNT, AIG, APA, BPOP, CFG, CVS, ERIC, FFIV, FLR, KOS, MGA, OLN, SMR | energy, financials, healthcare, inflation, mid cap, Recession, tariffs, value | The portfolio trades at 6x normal earnings versus Russell Midcap Value at 16x and Russell Midcap Growth at 28x. The fund exhibits an 11% earnings yield, providing attractive valuation particularly considering broad market frothy price multiples. The manager believes fundamentals should drive the market in an environment conducive to their value investment approach. | ADNT FLR KOS FFIV CVS AIG |
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| 2025 Q4 | Jan 20, 2026 | Greenlight Capital | 8.5% | 9.0% | AR, BHF, CNH, DECK, FLR, GPK, GPN, GRBK, HPQ, HSIC, LXS.DE, MSTU, MSTX, PRKS, SMR, SOLB.BR, SPB, TEVA, VSCO, WBD | Copper, Cyclical, gold, Hedge Fund, Long/Short, Macro, value | Gold had an exceptional year appreciating 64%. The primary driver was countries seeking to reduce dollar exposure for reserves and trade as the U.S. loses hegemonic leadership. Foreign central banks are increasing gold reserves and establishing it as an alternative to settling global trade in dollars, effectively re-monetizing gold within official government channels. Copper prices rose about 40% in 2025 driven by AI world demand for more copper while supply remains limited. Several large mines around the world experienced production shortfalls, contributing to the price appreciation. The fund focuses on building a bottom-up portfolio of equity longs that are absolutely cheap and misunderstood, paired with overvalued shorts. Many cyclical businesses faced earnings shortfalls but P/E multiples failed to expand as typically expected during cyclical downturns. | CNR SPB HSIC GPN DECK AR TEVA VSCO FLR |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @MMatters22596 | NuScale Power Corporation | Utilities | Electric Utilities | Bull | New York Stock Exchange | Decarbonization, Electricity, energy infrastructure, Light-Water Reactor, Modular Power, Nuclear, Small Modular Reactor, utilities | View Pitch |
| Jan 23, 2026 | Twitter / X | @JKeynesAlpha | NuScale Power Corporation | Industrials | Specialty Industrial Machinery | Bull | New York Stock Exchange | Foak, Nuclear, nuclear energy, OKLO, Restarts, SMR, Smr Oklo, Smrs | View Pitch |
| Nov 27, 2025 | Value Investors Club | StockOperator | NuScale Power Corp | Industrials | Independent Power Producers & Energy Traders | — | NYSE | Aesthetic Scale, Clinic Roll-Up, Asset-Light Alpha, Turnaround Engine, Repeat Economics, Founder Control, Japan Consumer, Valuation Dislocation | View Pitch |
| Sep 23, 2025 | Seeking Alpha | Seeking Alpha | NuScale Power Corporation | Specialty Industrial Machinery | Bull | electricity demand, Energy Sector, first-mover advantage, nuclear energy, political climate, small modular reactors, speculative investment, stock issuance, Tennessee Valley Authority, unprofitability | View Pitch | ||
| Sep 16, 2025 | Short Thesis | Iceberg Research | NuScale Power Corp | Industrials | Electrical Components & Equipment (Small Modular Reactors) | Bear | NYSE | Commercialization, energy, Nuclear, SMR, Subsidies | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Manuel Paul Dipold | NuScale Power | Industrials | Specialty Industrial Machinery | Bear | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | CAN Analyst | NuScale Power | Industrials | Specialty Industrial Machinery | Bear | NYSE | — | 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. | ||||||||