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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 13, 2026 | AMG Frontier Small Cap Growth | 3.2% | 3.2% | ALK, ENTG, GENI, KEX, LBRT, LMND, UCTT | AI, growth, healthcare, Industrial, Onshoring, small caps, technology, Transportation | View | ||
| 2026 Q1 | Apr 15, 2026 | Rewey Asset Management | 9.2% | 9.2% | DNOW, HBAN, KD, UCTT | energy, Iran, Regional Banks, Rotation, semiconductors, small caps, value | DNOW KD UCTT |
View | |
| 2024 Q1 | Apr 15, 2024 | THB Asset Management | 10.3% | 10.1% | BYON, CENX, CLNE, DOUG, FIGS, HWKN, ICHR, LIDR, LMAT, LUNA, PLUS, RELL, RES, TRNS, UCTT, UFPT, UTI, VCEL, WNC | Concentration, Economy, inflation, Micro Cap, rates, regulation, Small business | Inflation remains problematic and is a top concern among Americans, affecting their financial outlook despite robust economic conditions. Some elements have rolled over but food, energy, shelter, and insurance remain elevated, impacting daily consumer lives. | WNC |
View |
| 2025 Q1 | Mar 31, 2025 | AMG Frontier Small Cap Growth | -14.4% | -14.4% | AMTM, BECN, BILL, CACI, CG, CZR, DLB, DOCN, EPRT, FTAI, INDI, LTH, MAT, MDB, PGY, TXG, UCTT, UTHR | AI, Cloud, defense, healthcare, semiconductors, small caps, technology, Trade Policy | Technology was the largest detracting industry with underperformance from indie Semiconductor and Ultra Clean Holdings. indie faced weakness in China and tariff uncertainty affecting auto build rates globally, while Ultra Clean experienced product qualification delays at a Chinese customer and weakening semiconductor equipment demand in China. | View | |
| 2025 Q3 | Oct 15, 2025 | Royce Investment Partners Small Cap | 12.9% | 9.9% | AIR, AMSC, ATRO, CECO, CRK, FTI, GLOB, KD, KN, KTOS, LAUR, LFMD, MOD, OPRX, PRIM, PSQH, REZI, SOI, SWSS, UCTT | defense, industrials, infrastructure, Outperformance, semiconductors, small caps, technology, value | The Fund is maintaining investment emphasis on infrastructure themes, particularly AI data centers and reindustrialization in the U.S. This encompasses both Industrials and Energy sectors, with infrastructure being a key investment focus area for the portfolio. | View | |
| 2025 Q3 | Oct 12, 2025 | Rewey Asset Management | - | 9.3% | AMAT, III, KD, LRCX, UCTT, VREX, WMT | AI, Cyclical, Fed Rates, Labor Market, semiconductors, small caps, value | Manager sees rotation from large-cap to small and smid-cap stocks beginning, with smaller cap indices outperforming in 3Q25. A modest 1% reallocation from S&P 500 to Russell 2500 Value would equate to buying 11% of that index, creating potential for significant outperformance as Fed cuts rates and economic conditions improve. | UCTT KD VREX |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Rewey Asset Management | Ultra Clean Holdings, Inc. | Semiconductor Equipment & Materials | Semiconductor Equipment | Bull | NASDAQ | AI, Capital equipment, memory chips, semiconductor equipment, technology, Upcycle | View Pitch |
| Nov 29, 2025 | Fund Letters | Chip Rewey | Ultra Clean Holdings Inc. | Information Technology | Semiconductor Equipment | Bull | NASDAQ | AI, Equipment, manufacturing, Margins, recovery, semiconductors | View Pitch |
| Oct 13, 2025 | Seeking Alpha | Seeking Alpha | Ultra Clean Holdings, Inc. | Semiconductor Equipment & Materials | Bull | cost reductions, Cyclical Recovery, financial profile, gas delivery systems, growth drivers, Q3 2025 performance, semiconductor equipment, target price, Ultra Clean Holdings | 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. | ||||||||