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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Brandes Small Cap Value Fund | 12.1% | 4.9% | AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF | healthcare, industrials, positioning, small caps, underperformance, value | The fund focuses on small-cap value investing, seeking companies trading below intrinsic value estimates. The manager emphasizes the fund's lower valuations compared to the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. | GLOB PBH |
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| 2025 Q1 | Apr 11, 2025 | Middle Coast Investing | - | - | AAPL, AER, AMZN, ATKR, ATRO, AVGO, BRK.B, CCK, DALN, DFS, ECG, FCNCA, LULU, OMAB, PGR, PTLO, SCHW, SCS, SON, TRIP | aerospace, Airports, infrastructure, insurance, technology, Trade Policy, volatility | Manager expects continued volatility due to Trump administration's erratic policy approach and indifference to stock market performance. Planning to be quicker about buying and selling to take advantage of volatility, with raised cash levels to navigate uncertain environment. | GOOG SON ECG |
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| 2025 Q3 | Oct 21, 2025 | Brandes Small Cap Value Fund | 11.2% | 16.6% | AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF | healthcare, industrials, positioning, small caps, technology, underperformance, value | The fund focuses on small-cap value investing, seeking companies trading below intrinsic value estimates. The manager emphasizes the fund's lower valuations compared to the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. | PBH GLOB PBH GLOB |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Middle Coast Investing | Sonoco Products | Materials | Paper Packaging | Bull | NYSE | consumer staples, debt reduction, defensive, Food Packaging, Metal, Packaging, Paper, Value | View Pitch |
| Oct 28, 2025 | Seeking Alpha | Seeking Alpha | Sonoco Products Company | Packaging & Containers | Bull | analyst projections, Beta, dividends, e-commerce, Packaging, Sonoco, supply chain, Sustainability, target price, Volatility | View Pitch | ||
| Oct 28, 2025 | Seeking Alpha | Seeking Alpha | Sonoco Products Company | Packaging & Containers | Bull | deleveraging, dividend yield, Eviosys acquisition, financial performance, investment opportunity, M&A activities, market dominance, packaging industry, Sonoco Products, ThermoSafe divestment | View Pitch | ||
| Oct 6, 2025 | Value Investors Club | diamond123 | Sonoco Products Co. | Materials | Paper & Packaging | — | NYSE | packaging, FCF yield, deleveraging, defensive consumer, industrial cycle | 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio | Bridgewater Associates | $27.4B | $11.6M | 0.04% | 266,347 | +94,496 | +54.99% | 0.2045% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $15.7M | 0.02% | 360,619 | -166,860 | -31.63% | 0.2769% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.6M | 0.00% | 36,112 | -76,663 | -67.98% | 0.0277% |
| Aaron Weitman | CastleKnight Management LP | $4.5B | $1.8M | 0.04% | 42,300 | +42,300 | +100.00% | 0.0325% |
| Murray Stahl | Horizon Kinetics | $7.4B | $1.3M | 0.02% | 30,613 | +633 | +2.11% | 0.0235% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $5.2M | 0.01% | 118,464 | +29,789 | +33.59% | 0.0909% |
| Cliff Asness | AQR Capital Management | $190.6B | $83.5M | 0.04% | 1,912,909 | -204,113 | -9.64% | 1.4686% |
| Oliver Murray | Brandes Investment | $13.1B | $16.1M | 0.12% | 368,464 | +193,682 | +110.81% | 0.2829% |
| Mario Gabelli | GAMCO Investors | $10.4B | $6.8M | 0.07% | 155,000 | +0 | +0.00% | 0.1190% |