| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 20, 2026 | Laughing Water Capital | -4.5% | -4.5% | LFCR, LQDA, LRN, NN, PAR, SES.TO, TBPH, VTY.L | Biotechnology, Concentration, small cap, special situations, value | View | ||
| 2026 Q1 | Apr 1, 2026 | Summers Value Fund | -2.7% | -2.7% | AVNS, TBPH | healthcare, M&A, Medical Devices, Pharmaceuticals, small caps, value | TBPH AVNS TBPH AVNS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Summers Value Fund | Theravance | Biotechnology | Biotechnology | Bull | NASDAQ | biotechnology, cash flow, China, Copd, patent protection, restructuring, royalties, strategic review | View Pitch |
| Apr 27, 2026 | Fund Letters | Summers Value Fund | Theravance | Biotechnology | Biotechnology | Bull | NASDAQ | biotechnology, cash flow, China, Copd, patent protection, restructuring, royalties, strategic review | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $3.6M | 0.01% | 190,129 | +88,033 | +86.23% | 0.3685% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $196,455 | 0.00% | 10,500 | -2,192 | -17.27% | 0.0204% |
| Mark Bussard | Rock Springs Capital | $1.9B | $3.9M | 0.20% | 208,771 | +208,771 | +100.00% | 0.4046% |
| Israel Englander | Millennium Management LLC | $233.2B | $2.6M | 0.00% | 136,978 | +112,486 | +459.28% | 0.2655% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $10.1M | 0.01% | 537,341 | +306,069 | +132.34% | 1.0415% |
| Cliff Asness | AQR Capital Management | $190.6B | $461,838 | 0.00% | 24,684 | +5,849 | +31.05% | 0.0478% |