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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | May 2, 2025 | Greystone Capital | -7.9% | -7.9% | BFIT NA, FC, LNF CN, NRP, XPOF | - | View | ||
| 2024 Q1 | May 1, 2024 | Optimist Fund | 27.8% | 49.2% | ACVA, CRCT, CVNA, DASH, HFG GR, SMAR, UBER, W, XPOF | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Laughing Water Capital | -13.0% | -13.0% | CTLP, HGV, LFCR, NN NA, PAR, PLYA, THRY, VTY LN, XPOF | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Wasatch Micro Cap Fund | -16.6% | -16.6% | ADUS, BOW, EZPW, HCI, WEAV, XPOF | - | View | ||
| 2025 Q3 | Nov 25, 2025 | Voss Value Fund | 5.0% | -1.7% | CLBT, EEFT, FIVN, FLYW, PRKS, XPOF | cyclicals, dispersion, Fintech, software, value | Voss highlights extreme market bifurcation, with speculative AI-linked names soaring while quality and value factors experience severe drawdowns. The strategy focuses on mispriced cash-generative businesses suffering from sentiment-driven dislocations despite stable fundamentals. Value remains compelling as dispersion widens and revenue revision cycles eventually normalize. | CLBT FLYW PRKS XPOF EEFT CVNA |
View |
| 2025 Q3 | Nov 25, 2025 | Voss Value Offshore Fund | 4.9% | -2.3% | CLBT, EEFT, FIVN, FLYW, PRKS, XPOF | CashFlow, momentum, revisions, underperformance, value | Same themes as the onshore fund: severe factor divergence, mispriced durable cash-flow businesses, and opportunities created by market overreactions to decelerating revenue. The fund stresses patience as half its portfolio trades at all-time low valuations despite intact long-term theses. Value remains attractive amid extreme momentum-driven rotations and AI-induced distortions. | CLBT FLYW PRKS XPOF EEFT FIVN |
View |
| 2023 Q2 | Jul 31, 2023 | Buckley Capital | 4.8% | 0.5% | DNTL CN, GFF, MRL LN, NGMS, XPOF | - | View | ||
| 2023 Q2 | Jul 27, 2023 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | CELH, FGEN, KNSL, MSA, SLAB, SMAR, SPT, SUM, WWD, XPOF | - | View | ||
| 2024 Q2 | Jul 17, 2022 | Laughing Water Capital | 2.5% | 11.1% | APG, CDMO, CTLP, HGV, LFCR, LMB, NN, THRY, VTY LN, XPOF | - | View | ||
| 2024 Q2 | Jul 7, 2024 | Cedar Grove Capital Management | 21.0% | 0.0% | LULU, XPOF | - | View | ||
| 2023 Q4 | May 2, 2024 | Buckley Capital | 4.8% | 0.5% | AAPL, DNTL CN, GFF, GSY, IWG LN, XPOF | - | View | ||
| 2024 Q4 | Jan 27, 2025 | Buckley Capital | 1.5% | 2.0% | AAPL, BFIT NA, DNTL CN, GOGO, IWG LN, TSLA, XPOF | - | View | ||
| 2024 Q4 | Jan 20, 2025 | Optimist Fund | 11.6% | 66.5% | CVNA, DASH, HFG GR, RVLV, SWIM, TDUP, W, XPOF | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @nitinkinvest | Xponential Fitness, Inc. | Hotels, Restaurants & Leisure | Leisure Facilities | Neutral | New York Stock Exchange | Alternative Data, Capacity constraints, consumer trends, Fitness Franchising, franchise model, Instructor Quality, Leisure Facilities, Pilates, Reformer Pilates, Wellness | View Pitch |
| Nov 28, 2025 | Fund Letters | Travis Cocke | Xponential Fitness Inc | Consumer Discretionary | Leisure Facilities | Bull | NYSE | cashflow, Comps, EBITDA, Fitness, Franchising, Leisure, Maturation, Privateequity, Refinancing, valuation | View Pitch |
| Nov 28, 2025 | Fund Letters | Travis Cocke | Xponential Fitness Inc | Consumer Discretionary | Leisure Facilities | Bull | NYSE | cashflow, Comps, EBITDA, Fitness, Franchising, Leisure, Maturation, Privateequity, Refinancing, valuation | View Pitch |
| Sep 16, 2025 | Short Thesis | Fuzzy Panda | Xponential Fitness Inc | Consumer Discretionary | Leisure Facilities | Bear | NYSE | Churn, expansion, Fitness, franchise, Trends | View Pitch |
| Sep 1, 2025 | Substack | Uzo Capital | Xpotential Fitness | Consumer Cyclical | Leisure | Bull | Club Pilates, deep value, franchise model, Free Cash Flow, growth algorithm, high-margin revenues, SEC investigation, shareholder value, take-private candidate, Xpotential Fitness | View Pitch | |
| Aug 13, 2025 | Seeking Alpha | Caffital Research | Xponential Fitness, Inc. | Consumer Discretionary | Leisure | Bull | NYSE | — | 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. | ||||||||