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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 12, 2024 | Springview Capital Management | -3.2% | 7.7% | BRK-A, COKE, CR, CRH, EXO, FFH, FMX, HLT, MCY, NTDOY, WOR, WRB | Concentration, fundamentals, insurance, Long/Short, value | The manager discusses property/casualty insurance cycle concerns and skeptical investor sentiment about near-term profit outlook. Despite market volatility, the manager believes prospects for insurance holdings remain unchanged and reports strong fundamental progress with W.R. Berkley showing 37% Y/Y increase in operating EPS and Fairfax increasing book value per share by 17% Y/Y. | View | |
| 2025 Q3 | Oct 16, 2025 | Riverwater Partners Small Cap Strategy | - | - | ATRC, BDC, BOW, CROX, DGII, HAE, IDCC, IRDM, LOPE, MMSI, MOD, PFS, PLMR, PLPC, TGLS, UEC, VECO, VSTS, WOR | AI, Energy Transition, IoT, Quality, small caps, uranium, Utilities, value | The portfolio benefits from exposure to AI infrastructure through holdings like Modine Manufacturing, which provides thermal management solutions for data centers supporting AI workloads. The manager views AI as driving a multi-year investment cycle with exponential growth in AI-related infrastructure spending. | PLPC BDC DGII PFS WOR MOD UEC |
View |
| 2023 Q4 | Jan 3, 2024 | Middle Coast Investing | - | - | AAPL, ACLS, ARLO, ATKR, AVGO, BKNG, DBX, DFS, EB, FCNCA, FG, KBAL, OMAB, PGR, SCHW, SCS, SPOT, TSM, VMW, WOR, WS | Banking, industrials, semiconductors, small cap, technology, value | AI investment excitement boosted semiconductor holdings including Axcelis Technologies, VMWare, Broadcom, and Taiwan Semiconductor. Broadcom benefits from AI investments as a leading semiconductor company, though its stock is expensive. The AI rally in May/June was one of the violent market rallies that engenders caution. | ACLS DFS OMAB EWORK.ST FCNCA ANEB |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Adam Peck | Worthington Enterprises Inc. | Materials | Industrial Manufacturing | Bull | NYSE | growth, Industrial, IoT, manufacturing, Reshoring | View Pitch |
| Sep 25, 2025 | Seeking Alpha | Seeking Alpha | Worthington Enterprises, Inc. | Metal Fabrication | Bull | bullish trend, earnings beat, Interest rates, Made-in-America, manufacturing, margin expansion, tariffs, U.S. trade policy, valuation, Worthington Enterprises | 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $683,045 | 0.00% | 13,245 | -404 | -2.96% | 0.0242% |
| Ray Dalio | Bridgewater Associates | $27.4B | $895,461 | 0.00% | 17,364 | +17,364 | +100.00% | 0.0318% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $992,000 | 0.00% | 19,236 | +3,920 | +25.59% | 0.0352% |
| Israel Englander | Millennium Management LLC | $233.2B | $6.9M | 0.00% | 133,746 | +77,696 | +138.62% | 0.2446% |
| Jeremy Grantham | GMO LLC | $39.1B | $457,116 | 0.00% | 8,864 | +8,864 | +100.00% | 0.0162% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $6.4M | 0.01% | 124,756 | +71,058 | +132.33% | 0.2281% |
| Cliff Asness | AQR Capital Management | $190.6B | $5.0M | 0.00% | 97,460 | +52,751 | +117.99% | 0.1782% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $748,745 | 0.09% | 14,948 | +9,372 | +168.08% | 0.0266% |