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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | ASND, BJ, BOOT, EME, ESAB, FLYW, FROG, KRYS, MTDR, ONTO, PRA, RAPT, SMAR, SWAV, VCTR, VERX, WING, WNS | - | View | ||
| 2025 Q3 | Oct 28, 2025 | Merion Road Capital | 5.0% | 0.6% | AMWD, BELFA, VCTR | Corporate Governance, defense, Drones, Housing, M&A | The fund gained on strong performance from defense contractor Kratos, benefiting from rising U.S. military drone demand and improved long-term visibility. Management added exposure to housing through American Woodmarks merger with Masterbrand, expecting synergies and tariff support amid easing rates. The letter also detailed a governance-driven arbitrage in Bel Fuse, highlighting potential share class consolidation and corporate reform catalysts. | BELFA AMWD VCTR KTOS BELFA AMWD VCTR KTOS |
View |
| 2024 Q2 | Jul 14, 2024 | Merion Road Capital | 5.4% | 11.2% | LAKE, MSA, NAPA, UBAB, VCTR | - | View | ||
| 2024 Q2 | Jun 30, 2024 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | ADUS, ATRC, AZEK, BJ, BOOT, CERT, DRVN, ESAB, EWCZ, HLNE, HXL, IAC, MAX, MRUS, MVBF, NSA, RRX, SILK, SVV, TMCI, TTEK, VCTR, WRBY, WSC | - | View | ||
| 2024 Q4 | Jan 31, 2025 | Merion Road Capital | 5.5% | 17.4% | BELFA, CLH, GOOG, MCEM, UBAB, VCTR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Aaron Sallen | Victory Capital Holdings | Financials | Asset Management | Bull | NASDAQ | acquisition, asset management, buybacks, cashflow, Distribution, synergy, valuation | View Pitch |
| Nov 29, 2025 | Fund Letters | Aaron Sallen | Victory Capital Holdings | Financials | Asset Management | Bull | NASDAQ | acquisition, asset management, buybacks, cashflow, Distribution, synergy, valuation | View Pitch |
| Oct 15, 2025 | Seeking Alpha | Seeking Alpha | Victory Capital Holdings, Inc. | Asset Management | Bull | Amundi acquisition, asset management, assets under management, earnings growth, global expansion, management fees, operating margin, technical analysis, valuation, Victory Capital | View Pitch | ||
| Aug 7, 2025 | Seeking Alpha | Joseph E. Jones | Victory Capital Holdings | Financials | Asset Management | Bull | NASDAQ | — | 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. | ||||||||