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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Langdon Global Smaller Companies | -2.7% | 7.5% | 6532 JP, DOC AV, ROSE LN, YETI | Aviation, ConsumerBrands, DigitalTransformation, Industrial, insurance | Industrial: Holdings such as Johns Lyng, DO & CO, and Rosebank demonstrate durable industrial reinvestment runways via disciplined M&A, operational integration, and cross-border platform building. Consumer: YETI is deeply analyzed as a durable global brand with expanding categories, rising international penetration, and strong free-cash-flow economics despite near-term sentiment swings. Financials: Insurance-exposed names like Kinsale and Goosehead continue to compound premiums, margins, and policy counts even as valuations compress, reflecting the managers belief in cyclical mispricing of high-return financials. :contentReference[oaicite:2]{index=2} | View | |
| 2025 Q1 | May 12, 2025 | Langdon Global Smaller Companies | 0.0% | - | DHG GR, FEVR LN, YETI | unavailable | Data for this document was not accessible; no thematic analysis could be completed. | View | |
| 2025 Q1 | Apr 5, 2025 | 13D Activist Fund | -10.2% | -10.2% | KVUE, MIDD, QRVO, YETI | - | View | ||
| 2025 Q1 | Apr 23, 2025 | Polen Capital – U.S. Small Company Growth | -10.8% | -10.8% | BROS, ELF, EXLS, FOXF, GLOB, GSHD, MODG, RVLV, TECH, YETI | - | View | ||
| 2025 Q1 | Apr 22, 2025 | Polen Capital – U.S. SMID Company Growth | -12.7% | -12.7% | ALGN, BAH, CRL, ELF, ETSY, FIX, FOXF, GLOB, GSHD, MANH, MODG, PGNY, ROAD, RVLV, SAIA, TECH, WING, YETI | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | AGYS, CWAN, FIVN, HQY, MEDP, NEOG, NVMI, YETI | - | View | ||
| 2022 Q3 | Oct 26, 2022 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | AMN, AZTA, EEF GR, GSHD, PCTY, PGNY, WING, YETI | - | View | ||
| 2022 Q3 | Oct 26, 2022 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | BMBL, DT, EEFT, GSHD, PAYC, TTD, WING, YETI | - | View | ||
| 2024 Q3 | Oct 23, 2024 | Langdon Global Smaller Companies | 9.0% | 16.7% | YETI | consumer, fieldwork, global, Research, SmallCaps | A core theme is deep, on-the-ground researchextended local stays, field visits, and cultural immersionto refine investment assumptions and discover mispriced global small caps. Such fieldwork improves understanding of brand presence, customer behavior, and operational quality, informing better forecasts and conviction. Field research remains central to identifying durable small-cap opportunities across regions. | View | |
| 2023 Q3 | Oct 19, 2023 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 2412 JP, 696 HK, ALIT, DOCS, GSHD, KWS LN, MORN, XPEL, YETI | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, CCCS, CWAN, DCGO, DOCS, EEFT, EXLS, FTCH, GSHD, LESL, OLO, XPEL, YETI | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | CPRT, CWAN, DOCS, FTCH, GLOB, GSHD, OLO, PAYC, YETI | - | View | ||
| 2025 Q4 | Jan 14, 2026 | Langdon Global Smaller Companies | -0.5% | 6.9% | BUR.L, CSWI, WOSG.L, YETI | Concentration, consumer, global, Luxury, Quality, small caps, value, volatility | The portfolio focuses on global smaller companies with elevated volatility, sharp sentiment shifts, and frequent disconnects between short-term price movements and long-term business value. These characteristics are viewed as necessary preconditions to generate material outperformance in the asset class. The portfolio consists of businesses with durable competitive positions, strong balance sheets, and management teams capable of compounding intrinsic value at high rates through cash earnings growth. Quality characteristics provided downside protection during market stress. Watches of Switzerland operates as a leading retailer of highly desirable luxury watch brands, benefiting from strong client relationships and disciplined inventory management. The company has gained exclusive retailer status for pre-owned Rolex timepieces, creating additional revenue streams. | BUR LN WOSG LN YETI |
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| 2025 Q4 | Jan 14, 2026 | Spheria Global Opportunities Fund | -3.0% | 2.9% | ACLR.SW, CARG, EXPD, HEM.ST, ITRK.L, JKHY, PAYC, RMV.L, SPNS, YETI | financials, global, industrials, Quality, small caps, technology | The fund maintains a consistent, valuation-aware approach focused on high-quality businesses with durable economics, proven cash generation and clear paths to value creation. This quality-oriented strategy faced challenges in 2025 as markets rewarded loss-making businesses and concept-driven stocks. Small caps are still yet to materially close the relative valuation gap that has opened up since shortly before the current interest rate cycle kicked off in early 2022. The fund targets global listed small cap and microcap companies. | PAYC JKHY |
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| 2023 Q3 | Sep 30, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | EEFT, FIVE, HQY, INSP, OLLI, SHAK, SILK, YETI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 16, 2026 | Fund Letters | Greg Dean | YETI Holdings, Inc. | Consumer Discretionary | Leisure Products | Bull | New York Stock Exchange | Branding, Directtoconsumer, Freecashflow, Inventory, Margins, Outdoor | View Pitch |
| Nov 29, 2025 | Fund Letters | Andrew D.W. Hill | YETI Holdings Inc. | Consumer Discretionary | Leisure Products | Bull | NYSE | Brand, consumer, growth, Lifestyle, Outdoors, retail, small-cap | View Pitch |
| Nov 29, 2025 | Fund Letters | Greg Dean | YETI Holdings, Inc. | Consumer Discretionary | Leisure Products | Bull | NYSE | Brand, buybacks, compounder, expansion, Margins, premiumization | View Pitch |
| Oct 17, 2025 | Seeking Alpha | Seeking Alpha | YETI Holdings, Inc. | Leisure | Bear | Competition, coolers and drinkware, operating margins, P/E ratio, product saturation, retail environment, Sales Decline, Value trap, wholesale weakness, YETI Holdings | View Pitch | ||
| Aug 8, 2025 | Seeking Alpha | TQP Research | Yeti Holdings, 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. | ||||||||