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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | Rome Capital Limited | - | - | 1910 HK, CBOX LN, GIGI, NATL, REVG, SEG MM, SOC | Compounding, durability, long-term, turnover, volatility | The letter emphasizes compounding through ownership of durable, high-return businesses over long holding periods. Management argues that minimizing turnover and avoiding reactionary decisions enhances after-tax and long-term outcomes. Volatility is viewed as noise rather than a signal to act. | 1910 HK SEG US REVG US SOC US NATL CBOX LN |
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| 2025 Q2 | Aug 7, 2025 | Greenhaven Road Capital | 14.0% | 1.0% | ASTS, BUR, CLBT, KKR, LFCR, PAR, SOC | Capital Allocation, Compounding, growth, long-term, quality businesses | The commentary centers on long-term compounding driven by owning exceptional businesses with reinvestment opportunities. Management emphasizes capital allocation discipline, founder-led cultures, and structural growth tailwinds. Short-term volatility is viewed as irrelevant relative to the power of sustained earnings growth. | ASTS PAR KKR CLBT LFCR BUR SOC |
View |
| 2025 Q1 | May 23, 2025 | Tourlite Capital Management | -4.6% | -4.6% | FIP, FTAI, SOC | - | View | ||
| 2024 Q3 | Nov 10, 2024 | Greenhaven Road Capital | 15.0% | 12.0% | BUR, CLBT, HGTV, KKR, LFCR, PAR, SOC | - | View | ||
| 2024 Q3 | Oct 21, 2024 | Tourlite Capital Management | 4.5% | 13.8% | ABUS, APG, FTAI, ROIV, SOC | - | View | ||
| 2024 Q4 | Feb 18, 2025 | Tourlite Capital Management | 0.4% | 14.2% | FIP, FTAI, LTCH, REAL, ROIV, SOC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | Twitter / X | @100xCompounding | Sable Offshore Corp. | Energy | Oil & Gas Exploration & Production | Neutral | New York Stock Exchange | Ccc, Character, Ofsm, Out Character, Sable, State, State Waiver, Things | View Pitch |
| Jan 22, 2026 | Twitter / X | @siyul | Sable Offshore Corp. | Energy | Oil & Gas Exploration & Production | Bull | New York Stock Exchange | Bulls, Legal, Opposition, Payments, POS, Short Term Legal, SOC, Soc Bulls | View Pitch |
| Dec 6, 2025 | Fund Letters | Scott Miller | Sable Offshore Corp. | Energy | Oil & Gas Drilling | Bull | Catalyst, litigation, Offshore, oil, Re-rating | View Pitch | |
| Nov 26, 2025 | Value Investors Club | zax382 | Sable Offshore Corp | Energy | Oil & Gas Exploration & Production | Bull | NYSE | Oil, Offshore, Special situation, Tankers | View Pitch |
| Sep 26, 2025 | Substack | Triples Investing | Sable Offshore Corporation | Energy | Oil & Gas Drilling | Bull | California, environmental regulations, FPSO, Las Flores Pipeline, legal battles, offshore drilling, oil production, regulatory challenges, Sable Offshore Corporation, Trump administration | View Pitch | |
| Sep 16, 2025 | Short Thesis | Hunterbrook | Sable Offshore Corp | Energy | Oil & Gas E&P | Bear | NYSE | CapEx, ESG, Offshore, oil, Regulation | View Pitch |
| Sep 9, 2025 | Substack | Triples Investing | Sable Offshore | Energy | Oil & Gas Drilling | Bull | AB1448, California regulation, federal preemption, interstate commerce, legal challenges, offshore oil, oil extraction, Pipeline and Hazardous Materials Safety Administration, Sable Offshore, Santa Ynez Unit | 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. | ||||||||