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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q3 | Oct 25, 2022 | Madison Small Cap Fund | 6.3% | 17.2% | BRP, OMI, TCBI, WSC | - | View | ||
| 2022 Q3 | Oct 17, 2022 | Heartland Mid Cap Value Fund | 8.2% | 9.7% | AAP, CEG, SWKS, TCBI | - | View | ||
| 2022 Q3 | Oct 17, 2022 | Heartland Value Fund | 9.8% | 13.5% | NOV, PDCO, TCBI | - | View | ||
| 2025 Q4 | Jan 21, 2026 | Meridian Contrarian Fund | 2.2% | 0.0% | AMD, AMSC, ATZ.TO, AXS, CACI, CCK, DLTR, FCNCA, HNST, LASR, MIR, NVST, PENG, TCBI | AI, contrarian, defense, energy, semiconductors, small cap, turnaround, value | The fund continues to see long runways supporting artificial intelligence as a core theme. AI-related earnings drove early-period performance in the quarter. AMD made progress establishing its GPU servers as a viable alternative to Nvidia's offerings in the AI space. AMD emerged from underperformance with competitive technology positioning against Intel and Nvidia. The company's GPU servers are establishing viability as alternatives to Nvidia in AI applications. Technology leadership is generating market share gains and improved profits. Defense represents one of the portfolio's core themes with long runways for growth. The fund holds positions in defense-related companies including those serving naval programs and defense electronics applications. Electric grid upgrades represent a significant growth driver for portfolio companies. American Superconductor is positioned to benefit from demand for electric grid infrastructure improvements and expanding power transmission needs. The portfolio benefits from electrification and power themes as core investment areas. Companies are positioned to capitalize on rising power demand, wind power expansion, and infrastructure investment in the energy transition. | AMD ATZ CN DLTR HNST AMSC PENG |
View |
| 2022 Q3 | Sep 11, 2022 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, BV, CHRD, EHC, HCI, KN, SRC, TCBI, VNOM, WSC | - | View | ||
| 2023 Q1 | Apr 14, 2023 | Madison Small Cap Fund | 6.3% | 17.2% | GMED, NATI, TCBI, XMTR | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, ATSG, BV, GVA, HALO, HCI, HLMN, PTEN, SRCL, TA, TCBI, WSC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 29, 2026 | Seeking Alpha | Seeking Alpha | Texas Capital Bancshares, Inc. | Financial Services | Regional Banks | Bull | NASDAQ Stock Market | dividend yield, Equity Buffer, financial stability, investment banking, net interest income, preferred shares, regional banks, Share Buyback, tangible book value, Texas Capital Bancshares | 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 | $10.5M | 0.04% | 115,623 | -73,214 | -38.77% | 0.2188% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $15.7M | 0.02% | 173,704 | -175,232 | -50.22% | 0.3287% |
| Israel Englander | Millennium Management LLC | $233.2B | $2.4M | 0.00% | 26,448 | -477,564 | -94.75% | 0.0501% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $11.2M | 0.01% | 124,126 | -10,567 | -7.85% | 0.2349% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $17.3M | 0.03% | 190,610 | +172,299 | +940.96% | 0.3607% |
| Cliff Asness | AQR Capital Management | $190.6B | $202.3M | 0.11% | 2,234,678 | +315,484 | +16.44% | 4.2289% |
| Mario Gabelli | GAMCO Investors | $10.4B | $2.1M | 0.02% | 23,034 | -3,515 | -13.24% | 0.0436% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $83.5M | 0.28% | 922,564 | -142,910 | -13.41% | 1.7459% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $2.3M | 0.28% | 31,078 | -340 | -1.08% | 0.0485% |
| Rich Handler | Jefferies | $19.3B | $824,276 | 0.00% | 9,104 | +9,104 | +100.00% | 0.0172% |