Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Sep 7, 2024 | Bonhoeffer Capital Management | 11.3% | 0.0% | AHELQ, AHT.L, ASB, BLDR, FFBB, NBN, TIGO, TVK.TO, UBAB, VTY.L | Banking, Consolidation, Distribution, Homebuilders, small caps, value | Holdings in car dealerships, branded capital equipment dealerships, building product distributors, automobile transportation logistics, and capital equipment leasing firms. Focus on high-velocity dealerships with superior inventory turns in markets around the world. | View | |
| 2025 Q3 | Sep 30, 2025 | Langdon Canadian Smaller Companies | 7.1% | 13.2% | DFY.TO, GCG.TO, GYM.TO, TVK.TO | Canada, Compounding, gold, materials, small caps, value | The market continues to be powered by materials, mainly gold. Over the past two years, gold-related equities have surged on the story of irresponsible central bank policy. The strongest narratives often feel the most convincing until they don't. | View | |
| 2025 Q2 | Sep 10, 2025 | Bonhoeffer Capital Management | 8.7% | - | ABG, ART.JO, ARW, ASO, BLDR, TIGO, TVK.TO, VTY.L | banks, Buybacks, Consolidation, Construction, deep value, Distribution, small cap, value | Holdings include car dealerships, branded capital equipment dealerships, building product distributors and electrical component distributors. The fund owns some of the highest velocity distributors in markets around the world, with distribution firms representing 49% of the portfolio. | View | |
| 2025 Q2 | Jul 8, 2025 | Mawer International Equity Fund | 6.9% | 17.5% | 267270.KS, BA.L, BDX, FTT.TO, PNG.V, RHM.DE, TVK.TO, UNH | Canada, defense, diversification, Geopolitical, infrastructure, Trade Policy | Defense contractors benefited significantly from heightened geopolitical risks and rising defense spending. Rheinmetall surged over 40% in the quarter, BAE appreciated considerably, and South Korea-based LIG Nex1 saw substantial share price gains due to its strength in precision-guided missile systems. | View | |
| 2025 Q2 | Jul 7, 2025 | GoodHaven Capital Management | - | -5.9% | ABG, ARW, BAC, BLDR, BRK-B, CB, CPT, EXOR.MI, JEF, KKR, LEN.B, PGR, TOL, TVK.TO | Buybacks, Capital markets, Homebuilders, insurance, Long/Short, Trade Policy, value | The White House announced materially higher tariffs for many countries, followed by counter measures and economic volatility. Current average tariff is 18% compared to 3% during 2018 trade war. Material tariffs increase risk of higher inflation and potentially hinder economic growth. | BRK.B TVK.TO JEF BLDR TVK |
View |
| 2024 Q2 | Jul 31, 2024 | Langdon Canadian Smaller Companies | 0.1% | 4.4% | ATS.TO, ATZ.TO, BYD.TO, ENGH.TO, GCG.TO, TVK.TO, WED.TO | Canada, cash flow, Consolidation, small caps, value | The fund focuses exclusively on Canadian small cap companies, emphasizing those with strong cash flow generation compared to the broader S&P/TSX Completion index where 4 out of 10 positive performers had negative free cash flow. The portfolio demonstrates strong downside protection through concentrated holdings in cash-generative businesses. | BYD.TO TVK.TO |
View |
| 2024 Q2 | Jul 3, 2024 | GoodHaven Capital Management | 0.0% | 18.9% | ARHS, ARW, ASO, BAC, BAM, BRK-B, CB, EXO.MI, GIC, GOOG, JEF, JPM, KKR, PGC, PGR, TVK.TO, VTS.TO | Concentration, financials, Long Term, mid cap, value | The fund has material exposure to financial companies including commercial banking, investment banking, asset management, and insurance. These sectors have remained undervalued over recent years due to various investor concerns but the manager sees potentially more positive tailwinds today than when first investing in this space. | BAC GOOGL TVIFF |
View |
| 2024 Q2 | Jul 29, 2024 | Pender Small Cap Opportunities Fund | 4.3% | - | AVNW, CHW.TO, CPLF.TO, DND.TO, DTOL.TO, SYZ.TO, TVK.TO | Canada, Education, growth, M&A, small caps, technology, value | Fund outperformed with 4.3% returns versus -0.5% for TSX Composite. Small cap flows showing strength with $1.9 billion into Russell 2000 ETF while large caps saw $2.1 billion outflows. Significant divergence between small and large cap performance may be reversing. | DTOL.TO |
View |
| 2025 Q2 | Jul 21, 2025 | The Bristol Gate U.S. Equity Strategy | - | - | AAPL, ACN, ATD.TO, AVGO, CIGI.TO, EFN.TO, ENGH.TO, GE, JWEL.TO, MCHP, MCK, META, MMC, MSFT, NVDA, TMO, TVK.TO, UNH, WCN, ZTS | AI, dividends, growth, healthcare, Quality, technology, Trade Policy, volatility | AI enthusiasm continues to drive tech stock performance with demand for AI networking, custom accelerators, and efficient computing solutions. Hyperscalers are seeking efficient computing solutions to lower datacenter investment costs. The AI trade remains unsatisfied among investors despite strong performance. | TVK.TO ACN TMO UNH MCK GE AVGO ACN MCK AVGO |
View |
| 2024 Q2 | Jul 10, 2024 | Alphyn Capital Management | 8.9% | 13.5% | 0700.HK, AMZN, BUR.L, ESAB, EXOR.MI, FFH.TO, GOOGL, KKR, KMX, PHG, PRX.AS, RACE, STLA, TVK.TO | Capital Allocation, compounders, Concentration, Long/Short, portfolio, risk management, technology, value | Alphabet has started incorporating AI Overviews in searches featuring responses from its LLM and Gemini, with improved user satisfaction and click-through rates. The company is exploring new AI features like short product videos and virtual try-on options within shopping ads. Amazon is adopting a primitive services approach to GenAI, developing custom AI chips, training services, and applications like Alexa and shopping AI called Rufus. | View | |
| 2024 Q1 | May 7, 2024 | Plural Investing | 9.2% | 3.1% | CXI.TO, TVK.TO | consumer, FCF, industrials, international, small caps, value | Fund focuses on businesses trading at substantial discounts to intrinsic value. Portfolio trades at 7.2x FCF in three years with double-digit growth prospects. Manager finds ignored businesses at single-digit FCF multiples. | CXI.TO TVK.TO |
View |
| 2025 Q1 | May 5, 2025 | Pender Small Cap Opportunities Fund | -11.7% | -11.7% | DND.TO, KITS.TO, MAU.V, STC.TO, TVK.TO, VCM.TO, WELL.TO | Canada, healthcare, materials, small caps, technology, Trade Policy, value, volatility | Small cap stocks are very attractively priced on both relative and absolute basis. The small cap universe remains cheap despite macro headwinds and continued market volatility driven by headline news. | TVK.TO |
View |
| 2025 Q1 | May 12, 2025 | Langdon Canadian Smaller Companies | -7.2% | - | AND.TO, ATS.TO, ATZ.TO, BYD.TO, DND.TO, EQB.TO, GCG.TO, GRGD.TO, RCH.TO, SVI.TO, SYZ.TO, TVK.TO | Acquisition, Canada, healthcare, Logistics, small caps, Trade Policy, value | Andlauer Healthcare Group represents a critical logistics provider transporting 85% of pharmaceutical products used in Canada and serving 35% of the Canadian healthcare industry. The company demonstrates best-in-class operating ratios, sticky customer base, and defensible market position with value-add logistics driving outsized margins. UPS acquired Andlauer at a 30% premium, validating the investment thesis. | AND.TO |
View |
| 2026 Q1 | Apr 21, 2026 | The Bristol Gate Canadian Equity | -3.7% | -3.7% | CM.TO, CP.TO, EFN.TO, PET.TO, TFII.TO, TIH.TO, TRI.TO, TVK.TO | Canada, commodities, dividends, energy, industrials, materials, Quality | View | ||
| 2024 Q1 | Apr 17, 2024 | Langdon Canadian Smaller Companies | 4.3% | 4.3% | ATS.TO, ATZ.TO, CSU.TO, GM, LMN.TO, PSK.TO, TOI.TO, TVK.TO | Canada, energy, Industrial, small caps, technology, value | ATS Automation provides automated supply chain technology and factory automation solutions across life sciences, food & beverage, energy, industrial, and consumer sectors. The company faced headwinds from GM's delayed EV battery program but is rebasing toward higher quality end-markets like life sciences and food & beverage. | TOI.TO ATS.TO |
View |
| 2026 Q1 | Apr 15, 2026 | Langdon Canadian Smaller Companies | -1.5% | -1.5% | DFY.TO, EQB.TO, LGN.TO, PSK.TO, TVK.TO | Canada, free cash flow, oil, Quality, royalties, small caps | PSK.TO |
View | |
| 2025 Q1 | Mar 31, 2025 | GoodHaven Capital Management | -0.6% | -0.6% | BAC, BLDR, BRK-B, CB, DVN, EXOR, GOOG, JEF, LEN.B, TVK.TO | Concentration, energy, financials, Quality, technology, value | Secular tailwinds in the shift towards digital advertising. Largest firms have significant network effects and competitive advantages, with high barriers-to-entry. | View | |
| 2023 Q4 | Dec 31, 2023 | Zelikovic Investments | - | - | AGO, APO, CSU.TO, EXO.MI, FFH.TO, IAC, KKR, MKL, TASE.TA, TPL, TVK.TO | compounders, global, insurance, Japan, Quality, ROE, small caps, value | Manager focuses on buying stocks of financially stable companies at attractive prices compared to their economic value, staying away from popular and expensive stocks. Emphasizes careful selection based on clear economic measures and purchasing at discount prices. | TVK.TO CSU.TO TASE.TA TPL FFH.TO KKR IAC EXO.MI |
View |
| 2025 Q3 | Dec 23, 2025 | Bonhoeffer Capital Management | 1.3% | - | ABG, BLDR, CZBS, FERREYCORP, FFBC, FFH.TO, FTT.TO, LOTTE, MRZTY, MSBC, NBN, OTOEL.AT, TVK.TO, UBAB | Acquisitions, banks, Consolidation, Distribution, Float, insurance, ROE, value | Holdings in car dealerships, branded capital equipment dealerships and building product distributors comprise 52% of portfolio. Focus on highest velocity distributors globally with strong inventory turns. Includes Builders First Source, Asbury Automotive, Ferreycorp, Terravest and Autohellas. | View | |
| 2024 Q3 | Dec 15, 2024 | Bonhoeffer Capital Management | 11.3% | 0.0% | ABG, AHT.L, ARW, BLDR, FFBB, LOTTE.KS, NBN, NOA.TO, TIGO, TVK.TO, UBAB, VST.L | Asia, banks, Buybacks, Consolidation, Construction, Distribution, growth, value | Holdings in car dealerships, branded capital equipment dealerships, building product distributors and electrical component distributors comprise 51.6% of portfolio. Focus on highest-velocity distributors with strong inventory turns in markets worldwide. Arrow Electronics exemplifies the model with modest earnings growth and aggressive buybacks. | View | |
| 2024 Q3 | Oct 7, 2024 | Plural Investing | 9.2% | 3.1% | SEG, TVK.TO, WOSG.L | Entertainment, Luxury, real estate, small caps, spinoffs, value | Seaport Entertainment represents a spinoff opportunity with rights offering where key insider Pershing Square is oversubscribing, creating potential value as indiscriminate selling meets informed buying. The spinoff transforms Howard Hughes into a pure master planned community owner while creating opportunity in the BadCo assets. | TVK.TO WOSG.L SEG |
View |
| 2024 Q3 | Oct 7, 2024 | Pender Small Cap Opportunities Fund | 11.3% | 38.4% | ARR.TO, AVNW, BL, DND.TO, MDA.TO, THNC.TO, TVK.TO | Canada, growth, Resources, small caps, Space, value | The space industry is seeing rapid growth driven by growing demand for satellite broadband, declining costs of rocket launches, renewed interest in space exploration and increasing geopolitical importance. The shift to commercialization enables new entrepreneurs to innovate and develop technologies for this fast-growing industry. | MDA.TO |
View |
| 2024 Q3 | Oct 6, 2024 | Sparrow Wealth Management | - | - | CCL-B.TO, ENGH.TO, IFC.TO, L.TO, OTEX.TO, PBH.TO, SJ.TO, TIH.TO, TRI.TO, TVK.TO | AI, Canada, dividends, energy, gold, materials, technology | The strategy focuses on high dividend growth companies and continues to outpace the index in dividend growth metrics. The manager emphasizes owning attractively priced, high quality, high dividend growers as their core investment philosophy. | L.TO PBH.TO TIH.TO OTEX.TO |
View |
| 2025 Q3 | Oct 31, 2025 | GoodHaven Capital Management | - | 6.8% | BAC, BLDR, BRK-B, CB, DVN, EXOR.MI, GOOG, JEF, MKL, PGR, TVK.TO | concentrated, energy, financials, industrials, Quality, technology, value | Secular tailwinds in the shift towards digital advertising. Largest firms have significant network effects and competitive advantages, with high barriers-to-entry. | View | |
| 2024 Q3 | Oct 30, 2024 | GoodHaven Capital Management | 0.0% | 18.9% | BAC, BLDR, BRK-B, DVN, EXOR, GOOG, JEF, LEN.B, TVK.TO, VNOM | Concentration, energy, financials, Housing, Quality, technology, value | Secular tailwinds in the shift towards digital advertising. Largest firms have significant network effects and competitive advantages, with high barriers-to-entry. Companies trading at significant discount to intrinsic value. | View | |
| 2025 Q3 | Oct 28, 2025 | Alphyn Capital Management | 3.0% | 11.2% | BN, BUR.L, CCOI, FFH.TO, GLD, GOOGL, MRO.L, PRX.AS, ROKO.ST, TVK.TO | AI, Capital Allocation, Compounding, gold, insurance, Serial Acquisition, technology | Alphabet benefits from vertically integrated AI stack spanning proprietary infrastructure, leading models, and scaled distribution platforms. Google's AI advantage includes twice the power efficiency of competitors and 33x efficiency in inference. AI enhances Search utility through features like AI Overviews and Lens, driving increased user engagement. | CRTA LN FFH CN CCOI BUR TVK CN MRO LN BN GOOGL CRTA LN FFH CN CCOI TVK CN MRO LN BN GOOGL |
View |
| 2024 Q3 | Oct 23, 2024 | Langdon Canadian Smaller Companies | 5.4% | 10.1% | ATS.TO, ATZ.TO, BYD.TO, CIGI.TO, TVK.TO | Canada, growth, Maintenance Research, small caps, value | ATS Corporation provides automation solutions to manufacturers globally, designing and assembling automated assembly technology for Life Science, Food and Beverage, Transportation, Packaging, and Energy sectors. The company has made strategic acquisitions in the past five years and maintains a decentralized culture focused on continuous improvement. | ATS.TO ATZ.TO |
View |
| 2025 Q3 | Oct 22, 2025 | The Bristol Gate Canadian Equity | - | - | CCL-B.TO, ENGH.TO, IFC.TO, L.TO, OTEX.TO, PBH.TO, SJ.TO, TIH.TO, TRI.TO, TVK.TO | AI, Canada, dividends, energy, gold, materials, Quality, uranium | The strategy focuses on high dividend growth companies and continues to outpace the index in dividend growth metrics. The manager emphasizes owning attractively priced, high quality, high dividend growers as a core investment philosophy that has worked through many challenging environments. | View | |
| 2024 Q4 | Jan 8, 2025 | GoodHaven Capital Management | - | - | ARW, BAC, BRK-B, CB, DVN, EXO.MI, FNMA, GIC, JEF, KKR, OXY, TVK.TO | Capital Allocation, Concentration, energy, ETFs, financials, value | The fund has significant exposure to investment banking through Jefferies, which gained market share and ranked as the world's 6th largest investment bank. Jefferies executed a successful capital allocation strategy with $6.4 billion returned to shareholders over seven years while strengthening its market position. | View | |
| 2025 Q4 | Jan 5, 2026 | The Compounding Tortoise | 0.0% | -2.9% | BRO, HEI, TJX, TVK.TO | earnings, growth, long-term, Quality, Roiic, value | The manager focuses on companies with high returns on incremental invested capital, good growth, and embedded optionality. Portfolio-weighted NOPAT per share growth has been 12.5% per annum over the past two years. The challenge is finding companies that tick all quality growth boxes, especially when attractively priced. Portfolio-weighted earnings growth (NOPAT per share) has been 12.5% per annum over two years. For 2026, the manager estimates portfolio-weighted earnings growth will be about 16%, supported by low-30s percent ROIIC. Focus is on investments that pay off quickly with meaningful management ownership. | View | |
| 2024 Q4 | Jan 30, 2025 | Langdon Canadian Smaller Companies | 2.8% | 13.1% | ATS.TO, ATZ.TO, AW.TO, BYD.TO, DFY.TO, SKWD, SVI.TO, TOI.TO, TVK.TO, WED.TO | Canada, Culture, private equity, QSR, small caps, value | Management emphasizes culture as a key investment criterion, noting that culture attracts like-minded talent, motivates organizations, and fosters employee tenure. A&W exemplifies this with founders owning 35% after 35 years and senior management averaging over 20 years tenure. Culture shapes decision-making and drives long-term success measurement timeframes. | WED.TO AW.TO |
View |
| 2025 Q4 | Jan 20, 2026 | The Bristol Gate Canadian Equity | 3.4% | 7.4% | CLS.TO, CM.TO, DOL.TO, EFN.TO, ENGH.TO, EQB.TO, FSV.TO, L.TO, OTEX.TO, PBH.TO, PET.TO, RY.TO, SHOP.TO, TFII.TO, TIH.TO, TRI.TO, TVK.TO | Banking, Canada, commodities, Copper, dividends, gold, materials, value | Bristol Gate focuses on companies with consistent high dividend growth supported by robust free cash flow and disciplined capital allocation. The firm believes dividend growth rates are powerful predictors of total return, with fastest dividend growers often outperforming the broader dividend-growth universe. Several portfolio transactions were driven by deteriorating dividend growth prospects. Gold finished up 67.41% in 2025, the strongest annual return since 1979. Gold benefitted from multiple underlying fundamental and macro drivers, pushing the metal meaningfully higher. The portfolio's underweight and lack of exposure to gold/silver miners was a primary detractor from relative performance. Copper gained over 42% in 2025 and continued its move higher after bottoming during the pandemic. Copper finished up 21.43% in Q4 alone, benefitting from multiple underlying fundamental and macro drivers. The metal's strong performance contributed to Materials sector dominance. | TFII CN CM CN PET CN RY CN OTEX CN TRI CN FSV TVK CN |
View |
| 2025 Q4 | Jan 14, 2026 | Langdon Canadian Smaller Companies | 5.7% | 19.7% | FSV.TO, GYM.TO, RCH.TO, SVI.TO, TVK.TO | Canada, Pharmaceuticals, real estate, retail, small caps, value | The portfolio focuses on Canadian smaller companies with market caps under $1 billion. The manager emphasizes that this segment remains materially underfollowed and inefficient, providing opportunities for patient and flexible capital to be rewarded. The investment approach centers on ensuring appropriate compensation for risks taken rather than avoiding risk altogether. The manager focuses on disciplined portfolio construction anchored in business fundamentals and clear assessment of downside risk. Top contributors included Groupe Dynamite, a founder-led specialty apparel retailer operating the Garage and Dynamite banners, demonstrating the portfolio's exposure to retail businesses with strong fundamentals. | View | |
| 2025 Q4 | Jan 13, 2026 | GoodHaven Capital Management | 0.0% | 7.1% | BAC, BLDR, BRK-B, DVN, EXOR.MI, GOOG, JEF, LEN.B, TVK.TO, VNOM | concentrated, energy, financials, Housing, Quality, technology, value | Secular tailwinds in the shift towards digital advertising. Largest firms have significant network effects and competitive advantages, with high barriers-to-entry. Companies trading at significant discount to intrinsic value. Strong balance sheets and capital levels indicate enduring competitive advantages. Attractive businesses to take advantage of recovery cycles. Accelerating demographic changes in the US producing strong underlying housing growth. More capital light business models minimize big boom and busts, and increase returns on invested capital. Broader pricing strength supportive of suppliers. Industry capital allocation discipline with emphasis on accelerated cash distributions to shareholders. Favorable demand-supply dynamics after industry consolidation and strategic players. | MKL |
View |
| 2023 Q1 | Jun 23, 2023 | Bonhoeffer Capital Management | 11.3% | 0.0% | AHT.L, CNSL, TIGO, TIM.MI, TVK.TO | Consolidation, Distribution, energy, Korea, special situations, Telecom, value | Portfolio includes car dealerships, branded capital equipment dealerships, convenience stores, building product distributors, automobile transportation logistics, and capital equipment leasing firms. Key performance indicator is velocity or inventory turns. Holdings include some of the highest-velocity dealerships globally. Recovery seen in markets previously hit by COVID like South Africa and Latin America. | TVK.TO TIGO AHT.L CNSL 003550.KS |
View |
| 2024 Q4 | Jan 14, 2025 | Mawer International Equity Fund | -1.2% | 14.6% | AAPL, AHT.L, AON, APH, ASM.AS, ASML, AVGO, BAM, CME, CPG.L, CTS.TO, IAG.TO, META, NFLX, NVDA, TSLA, TSM, TVK.TO, V, WKL.AS | AI, financials, global, long-term, Quality, semiconductors, value | Mawer believes they are in the earlier stages of AI deployment and therefore long-term winners and losers are too difficult to predict. They maintain diversified exposure toward companies that benefit from AI use cases as well as those focused on building AI infrastructure. Taiwan Semiconductor Manufacturing Co. performed well on strong AI-driven demand and advanced chip technologies, while Amphenol continued its positive trajectory with AI-related products driving significant growth. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Zelikovic Investments | TerraVest Industries Inc. | Industrials | Industrial Machinery | Bull | Toronto Stock Exchange | Canada, capital allocation, Diversified End Markets, High Profitability, industrial manufacturing, share repurchases, small-cap, strategic acquisitions | View Pitch |
| Apr 27, 2026 | Fund Letters | Bonhoeffer Capital Management | TerraVest Industries Inc | Industrials | Industrial Machinery | Bull | Toronto Stock Exchange | Canada, consolidation, Family-owned Targets, HVAC, Industrial, M&A strategy, Metal Fabrication, oil and gas equipment, serial acquirer | View Pitch |
| Apr 13, 2026 | Fund Letters | Plural Investing | TerraVest | Industrials | Industrial Machinery | Bull | Toronto Stock Exchange | acquisition, Canada, consolidation, FCF multiple, Industrials, Management alignment, Oil & Gas Equipment, Pressure Vessels, Roll-up, Steel, Storage Tanks, value creation | View Pitch |
| Apr 13, 2026 | Fund Letters | The Bristol Gate U.S. Equity Strategy | TerraVest Industries Inc. | Industrials | Industrial Machinery | Bull | TSX | Acquisitions, agriculture, capital allocation, Diversified End Markets, Double-digit Dividend Growth, energy, Industrial Consolidator, manufacturing, Mining | View Pitch |
| Apr 13, 2026 | Fund Letters | GoodHaven Capital Management | TerraVest Industries Inc. | Industrials | Industrial Machinery | Bull | TSX | Acquisitions, Canada, Cyclical, Free Cash Flow, growth, industrial machinery, LPG Transportation, Tank Trailers | View Pitch |
| Apr 13, 2026 | Fund Letters | Pender Small Cap Opportunities Fund | TerraVest Industries Inc. | Industrials | Industrial Machinery | Bull | TSX | compounder, energy infrastructure, Fuel Infrastructure, M&A, manufacturing, Metal Manufacturing, North America, serial acquirer | View Pitch |
| Apr 13, 2026 | Fund Letters | Langdon Canadian Smaller Companies | TerraVest Industries Inc. | Industrials | Industrial Machinery | Bull | TSX | Acquisitions, Chemicals, consolidator, Fragmented Markets, Fuel, Industrial, Inorganic Growth, manufacturing, Storage, Transportation | View Pitch |
| Apr 13, 2026 | Fund Letters | Plural Investing | TerraVest | Industrials | Industrial Machinery | Bull | Toronto Stock Exchange | Acquisitions, Canada, Capital Compounder, High returns, Industrial, management ownership, Position Reduction, Steel Tanks | View Pitch |
| Feb 4, 2026 | Twitter / X | @KairosPraxis | TerraVest Industries Inc. | Machinery | Industrial Machinery | Bull | Toronto Stock Exchange | Acquisitions, cashflow, compounder, construction, HVAC, IndustrialMachinery, infrastructure, Tanks, tariffs, WaterManagement | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||