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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Fidelity Growth Strategies Fund | 6.3% | 17.9% | AMP, AXON, COH, CRWD, DOXY, DPZ, ENTG, FICO, GWW, HWM, IDXX, IT, MPWR, ODFL, PLTR, RMD, TDG, TTD, VST, WFRD | AI, growth, healthcare, industrials, Mid-cap, technology, Utilities | The fund discusses AI's impact across multiple sectors, particularly noting Palantir's Artificial Intelligence Platform offering driving strong growth. The manager anticipates AI-related movement expanding across mid-caps beyond current concentration in industrials and utilities. AI-capable data centers are expected to drive demand for industrial companies. | View | |
| 2024 Q3 | Sep 30, 2024 | Alger Small Cap Focus Fund | 6.4% | 5.9% | ATEC, CDNA, MOD, PRO, QTWO, WFRD | AI, Biotechnology, Cloud, growth, healthcare, small cap, technology | AI is at an inflection point, potentially enabling significant increases in productivity. The fund observes heightened scrutiny around AI spend, with market participants questioning whether significant AI-related capital expenditures would yield sufficient returns. Utilities sector stocks are being viewed as a play on AI given the high electricity consumption needed to power data centers running AI programs. | WFRD ATEC PRO MOD QTWO CDNA |
View |
| 2024 Q4 | Jan 18, 2025 | Rewey Asset Management | - | 27.3% | ARIS, AVNS, BKR, HAL, KD, SLB, WFRD | Concentration, neglect, Oil Services, small caps, SMID, value | Manager sees significant neglect and undervaluation in small and mid-cap stocks driven by the rise of index investing. Believes reallocation from large-cap tech concentration could drive substantial inflows to small/mid-cap space. Portfolio focuses on profitable companies within the Russell 2500 universe. | WFRD AVNS KD |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Rewey Asset Management | Weatherford International plc | Energy | Oil & Gas Equipment & Services | Bull | NASDAQ | energy equipment, Free Cash Flow, global diversification, M&A Target, margin expansion, oilfield services, restructuring, technology leadership, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Small Cap Focus Fund | Weatherford International plc | Energy | Oil & Gas Equipment & Services | Bull | NASDAQ | cash flow generation, Drilling Technology, energy technology, International Energy, Offshore, oilfield services, shareholder returns | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Wolf Report | Weatherford International | Energy | Oil & Gas Equipment & Services | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Marc Dechambre | Weatherford International | Energy | Oil & Gas Equipment & Services | 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 |
|---|---|---|---|---|---|---|---|---|
| Todd J. Kantor | Encompass Capital Advisors | $2.5B | $46.9M | 1.91% | 599,274 | +88,444 | +17.31% | 0.6274% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $3.7M | 0.00% | 47,407 | -406,189 | -89.55% | 0.0496% |
| Ray Dalio | Bridgewater Associates | $27.4B | $14.6M | 0.05% | 186,984 | +129,176 | +223.46% | 0.1957% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $20.1M | 0.03% | 256,667 | -511,039 | -66.57% | 0.2687% |
| Israel Englander | Millennium Management LLC | $233.2B | $69.2M | 0.03% | 883,950 | -275,242 | -23.74% | 0.9254% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $49.8M | 0.04% | 638,395 | +140,040 | +28.10% | 0.6665% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $4.0M | 0.01% | 51,096 | -98 | -0.19% | 0.0535% |
| Cliff Asness | AQR Capital Management | $190.6B | $33.7M | 0.02% | 430,161 | -276,007 | -39.09% | 0.4503% |
| Louis Bacon | Moore Capital Management | $6.8B | $3.9M | 0.06% | 50,000 | +50,000 | +100.00% | 0.0523% |
| $2.0B | $44.7M | 2.18% | 456,605 | +26,550 | +6.17% | 0.5975% |