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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 2, 2024 | VH Standard Asset Management | - | -3.5% | AMED, AMK, AMZN, CERE, CPRI, FREE, HCP, HES, HIBB, INTC, IRBT, JBLU, JNPR, MXL, SAVE, SIMO, SQNS, TSEM, VMW, VZIO | capital preservation, diversification, healthcare, Merger Arbitrage, risk management, technology | The fund has significant exposure to healthcare merger arbitrage opportunities, representing 27% of the portfolio. Recent completed transactions include SGEN (Seagen) acquired by Pfizer, which generated a 0.96% gain for the fund. | View | |
| 2024 Q1 | Apr 20, 2024 | Saga Partners | 22.6% | 39.4% | AMZN, COST, CVNA, EXPI, GDRX, GOOGL, KMX, KO, LAD, META, NFLX, RDFN, ROKU, TTD, UA, VZIO, WMT, Z | Concentration, E-Commerce, long-term, technology, value, volatility | Carvana represents a complete transformation of used car retail through integrated e-commerce infrastructure. The company has built an irreplicable network of inspection centers, logistics, and financing operations that enables seamless customer experience. Despite 2022 challenges, Carvana demonstrated profitable unit economics and reached positive EBITDA in 2023. | View | |
| 2022 Q1 | Mar 31, 2022 | Farrer 36 Asset Management | - | - | AMZN, ATTOF, BFIT NA, GOOG, META, PAR, SE, VZIO, XYZ | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Farrer 36 Asset Management | - | - | ADYEN.AS, BX, GOOGL, IAC, SE, VZIO | consumer, global, Rate Cuts, small caps, technology, value | Portfolio skews toward mid- and small-cap space which has underperformed large caps. As interest rates are cut, small- and mid-caps tend to do better due to more floating-rate debt and increased risk appetite for smaller companies. | VZIO |
View |
| 2024 Q3 | Sep 30, 2024 | The Gabelli ABC Fund | 3.5% | 0.0% | BSX, CHUY, FOXA, FTR, INST, JNPR, K, KKR, LBTYK, LEN, MARS, PRY, SRDX, TXNM, VZ, VZIO, WIRE | arbitrage, Deal Activity, M&A, private equity, technology | The technology sector remained the most active with $375 billion worth of new deals announced in the first three quarters of 2024, representing a 29% year-over-year increase. Notable transactions included Mars Company's agreement to acquire Kellanova for $28.8 billion and Verizon's arrangement to acquire Frontier Communications for $9.6 billion. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Farrer 36 Asset Management | Vizio Inc | Consumer Discretionary | Consumer Electronics | Bear | NYSE | advertising platform, capital allocation, Connected tv, consumer electronics, Hardware Margins, operating system, Platform business, TV Manufacturing | 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. | ||||||||