TTSH Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2021 Q2	Aug 1, 2021	SRK Capital	-	59.2%	HROW, NNUP, SGMD.V, TTSH	Concentration, Housing, Medical Devices, small caps, value		HROW SGMD.V TTSH	View
2021 Q4	Feb 1, 2022	SRK Capital	-	46.7%	HROW, MLC.NE, NNUP, RET-A.V, TTSH	Buybacks, concentrated, small caps, undervalued, value		RET-A.V MLC.NE NNUP TTSH HROW	View
2025 Q3	Oct 16, 2025	White Brook Capital	-	-	AMS, BLDR, BOF, CCLDO, CVEO, FND, GOOG, INFU, JAKK, MSFT, NVDA, PAYS, PTLO, QIPT, RGTI, RPID, TGT, TSM, TTSH	AI, Bubble, cash flow, growth, Homebuilders, small caps, value	Manager views AI spending as creating a bubble with mixture of substance and hype. Compares to fiber optic cable overinvestment but notes silicon processors have much shorter lifespans. Sees problematic warrant and share issuances in AI ecosystem deals.	TGT US PTLO US	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jun 15, 2026	Fund Letters	SRK Capital	Tile Shop Holdings Inc.	Home Improvement Retail	Specialty Retail	Bull	NASDAQ	capital allocation, Consumer Discretionary, M&A Target, Special dividend, Specialty retail, Tiles, Value Realization	View Pitch
Jun 15, 2026	Fund Letters	SRK Capital	Tile Shop Holdings Inc.	Home Improvement Retail	Home Improvement Retail	Bull	NASDAQ	acquisition target, home improvement, Housing Trends, NASDAQ uplisting, Professional Customers, Remodeling, Renovation, retailer, strong balance sheet	View Pitch

BSD Shareholders of TTSH

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

TTSH

TTSH

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of TTSH

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: