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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Longleaf Partners Small-Cap Fund | 2.7% | 4.2% | BATRA, CUERVO* MM, OSCR, PCH, SAM, WEST | Balance Sheets, mispricing, small caps, value creation, volatility | The letter emphasizes small-cap investing as a fertile area for mispricing due to neglect and volatility. Management highlights stock-specific value creation, aligned owners, and balance sheet strength. Small caps are viewed as offering superior long-term return potential despite near-term uncertainty. | PCH SAM WEST BATRA CUERVO MM OSCR |
View |
| 2023 Q3 | Dec 10, 2023 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | CNX, MAT, OSCR, SAM, WEST | - | View | ||
| 2024 Q3 | Oct 16, 2024 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | CNX, HOUS, OSCR, WEST | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Longleaf Partners Small-Cap Fund | 8.9% | 11.5% | 3G3B GR, ESRT, H, KNF, LUMEN SS, MAT, OSCR, WEST | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Longleaf Partners Small-Cap Fund | -1.6% | 9.7% | 3G3B GR, CNX, GHC, KODK, LLYVA, OSCR, WEST | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Toff Cap Monday Monitor | Westrock Coffee Company | Consumer Staples | Beverages | Bull | NASDAQ Stock Market | beverage market, cash flow generation, consumer staples, earnings growth, growth potential, insider buying, market opportunities, operational efficiencies, valuation, Westrock Coffee | View Pitch |
| Jan 21, 2026 | Substack | Toff Cap Monday Monitor | Westrock Coffee Company | Consumer Staples | Beverages | Bull | NASDAQ Stock Market | beverages industry, Coffee, EBITDA growth, extracts, financial performance, Growth Opportunities, insider buying, market presence, tea, valuation | View Pitch |
| Jan 8, 2026 | Fund Letters | Ross Glotzbach | Westrock Coffee Company | Consumer Staples | Food & Beverage Processing | Bull | NASDAQ | Capacity, cashflow, Coffee, Execution, Insider_Buying | 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. | ||||||||