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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Wasatch Micro Cap Fund | -16.6% | -16.6% | ADUS, BOW, COCO, ESQR, EZPW, GCMG, GDYN, HCI, LMB, MAMA, PNTG, WEAV, XPOF | Biotechnology, Concentration, financials, healthcare, insurance, Micro Cap, value | The Fund's overweight to the financials sector was a large contributor to performance relative to the benchmark. The Fund held several insurance companies whose stocks were higher after announcing strong operating results, including HCI Group providing homeowners insurance in Florida and Bowhead Specialty Holdings focused on casualty and professional liability insurance. | ADUS XPOF WEAV EZPW BOW HCI |
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| 2024 Q2 | Jul 25, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BLBD, BLN, CGNX, COHR, ENVX, ETD, HEES, INTT, ITI, KRNT, LMB, LWLG, NVEE, PRIM, RELL, SWIM, TGLS, THRY, WEAV | AI, Long/Short, small caps, technology, turnaround, value | The manager believes the current AI hype cycle is coming to an end as investors notice actual revenue from AI is minimal relative to enormous capital equipment investment. OpenAI forecasts only $3.4 billion in 2024 revenue while over $100 billion has been spent on data center capex in the past 12 months. The AI industry needs time to digest this massive investment. | KRNT |
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| 2023 Q2 | Jul 19, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BOWL, CBT, ETWO, EXP, ITI, KRT, LBRT, LMB, LUNA, NR, NVEE, POWL, SWIM, THRY, VSEC, VSH, WEAV, YOU, ZEUS | alpha, energy, inflation, Long/Short, small caps, technology, value | The fund focuses on small-cap stocks that were severely undervalued during 2022, with many quality companies trading at single-digit P/E multiples despite strong fundamentals. The managers believe these obscure, niche small-cap companies require more time for investors to digest fundamentals and price shares to reality. | APG|DR CN|KITS CN|NRP|SYZ CN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Wasatch Micro Cap Fund | Weave Communications, Inc. | Information Technology | Application Software | Bull | NYSE | Customer Engagement, Dental Practices, healthcare software, Payments, Revenue Cycle Management, SaaS, small business | View Pitch |
| Oct 15, 2025 | Value Investors Club | ma1ibuman | Weave Communications Inc. | Health Care | Application Software | Bull | NYSE | AI integration, digital communications, Healthcare IT, profitability inflection, re-rating catalyst, recurring revenue, SaaS, TrueLark acquisition, VC overhang, vertical software | View Pitch |
| Oct 6, 2025 | Value Investors Club | ma1ibuman | Weave Communications Inc | Health Care | Application Software | — | NYSE | SaaS, healthcare IT, dental software, optometry, TrueLark, AI receptionist, VC overhang, rerating, cloud software, SMB | 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. | ||||||||