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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 14, 2025 | Kingdom Capital Advisors | - | -10.7% | AACT, AKA, CCCM, CLBR, LION, MAGN, NLOP, OACC, STRZ, SUP, TACO, UNFI, X | Microcap, real estate, SPACs, tariffs, value, volatility | Manager actively traded pre-deal SPACs in Q2, generating profitable returns from Colombier, Columbus Circle, Berto, and Oaktree positions. Currently holds Ares Acquisition Corporation set to merge with Kodiak Robotics. SPACs provided roughly 3% boost to Q2 returns and represent a proven fertile hunting ground for the strategy. | NLOP MAGN UNFI AKA SUP NLOP MAGN UNFI AKA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| Boaz Weinstein | Saba Capital Management | $3.3B | $3.5M | 0.11% | 350,000 | -350,000 | -50.00% | 0.9301% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $8.1M | 0.01% | 799,248 | +0 | +0.00% | 2.1240% |
| Louis Bacon | Moore Capital Management | $6.8B | $10.1M | 0.15% | 1,000,000 | +0 | +0.00% | 2.6575% |
| Rich Handler | Jefferies | $19.3B | $1.3M | 0.01% | 130,774 | +111,860 | +591.41% | 0.3475% |