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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 14, 2024 | Alluvial Capital Management | 4.8% | 15.7% | CRAWA, FRAG.MX, FTLF, GTX, HERDEZ.MX, HMM.TO, MCB.L, MRC, NLOP, SCAB.ST, SENEA, TLN, UNI.MI | Buybacks, Europe, Hotels, Mexico, small caps, value | Manager focuses on undervalued opportunities across multiple holdings including McBride trading at 4.4x EBITDA, Scandic Hotels offering double-digit free cash flow yield, and Hammond Manufacturing at 6.4x earnings. Portfolio emphasizes companies trading below intrinsic value with clear catalysts for revaluation. | SCAB.ST MCB.L |
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| 2023 Q2 | Jul 15, 2023 | Alluvial Capital Management | 4.8% | 15.7% | CRAWA, EACO, FTLF, HPS.TO, LGT.TO, PREQ, PX, RWWI, SXP.TO, UNI.MI | Canada, industrials, infrastructure, Logistics, Microcap, small caps, value | Manager focuses on the smallest and least known profitable companies that are insufficiently researched, finding best opportunities in companies that remain tethered to reality beneath the several dozen companies that dominate financial media attention. The fund specializes in tiny opportunities and maintains this flexibility despite growing to $40 million in assets. | LGT.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Alluvial Capital Management | Unidata S.p.A. | Insurance - Property & Casualty | Alternative Carriers | Bull | Borsa Istanbul | Broadband internet, cash flow growth, data centers, European markets, fiber-optic network, infrastructure, Italy, telecommunications | View Pitch |
| Jun 15, 2026 | Fund Letters | Alluvial Capital Management | Unidata S.p.A. | Insurance - Property & Casualty | Integrated Telecommunication Services | Bull | Borsa Istanbul | data centers, EBITDA growth, fiber optic infrastructure, IoT Applications, Italian Telecommunications, Network expansion, recurring revenue, strategic plan | View Pitch |
| Jun 15, 2026 | Fund Letters | Alluvial Capital Management | Unidata S.p.A. | Insurance - Property & Casualty | Alternative Carriers | Bull | Borsa Istanbul | Fiber Optic, infrastructure, Italian Telecom, operating leverage, Rome, Scaling Business, Self-Funding Growth | View Pitch |
| Apr 27, 2026 | Fund Letters | Alluvial Capital Management | Unidata S.p.A. | Communication Services | Alternative Carriers | Bull | Borsa Italiana | acquisition, broadband, essential services, Fiber Optic, infrastructure, Italian, telecommunications, Undersea Cable, Value | 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. | ||||||||