Use Ctrl+F to search by name, tikr or fund. And then click to the ling to the post above.
Vistry - $VTY.l - Mar 14, 2025 by Bonhoeffer Capital Management
Builders First Source - $BLDR - Mar 14, 2025 by Bonhoeffer Capital Management
Asbury Automotive Group - $ABG - Mar 14, 2025 by Bonhoeffer Capital Management
Millicom - $TIGO - Mar 14, 2025 by Bonhoeffer Capital Management
Academy Sports and Outdoors - $ASO - Mar 14, 2025 by Bonhoeffer Capital Management
OSB Group - $OSB.l - Mar 14, 2025 by Bonhoeffer Capital Management
United Bancorporation of Alabama - $UBAB - Mar 14, 2025 by Bonhoeffer Capital Management
Victory Capital - $VCTR - Jan 15, 2025 by Merion Road Capital
United Bank of Alabama - $UBAB - Jan 15, 2025 by Merion Road Capital
Samsung - $005930.KS - Dec 31, 2024 by AMG Yacktman Fund
Bolloré - $BOL.PA - Dec 31, 2024 by AMG Yacktman Fund
Precision Drilling - $PD.TSE - Jan 27, 2025 by Aegis Value Fund
Orezone - $ORE.TSX - Jan 27, 2025 by Aegis Value Fund
Burford - $BUR - Feb 28, 2025 by Greenhaven Road Capital
International Workplace Group - $IWG - Feb 28, 2025 by Greenhaven Road Capital
BranchOut Food Inc. - $BOF - Feb 08, 2025 by Fairlight Alpha Fund
Logic Instrument S.A. - $ALLOG - Feb 08, 2025 by Fairlight Alpha Fund
Investment Philosophy by Crossroads Capital
AstroNova Inc. - $ALOT - Feb 18, 2025 by Atai Capital Management
Valeura Energy - $VLE.to - Jan 14, 2025 by Focus Capital Management
Kingsgate - $KCN:AX - Jan 29, 2025 by Focus Capital Management
Brookfield Corporation - $BN - Feb 11, 2025 by Pershing Square Holdings
Restaurant Brands International - $QSR - Feb 11, 2025 by Pershing Square Holdings
Uber Technologies - $UBER - Feb 11, 2025 by Pershing Square Holdings
IWG (update) - $IWG.l - Feb 14, 2025 by 1 Main Capital
Healthcare Realty Trust, Inc. - $HR - Jan 13, 2025 by 13D Activist Fund
Lamb Weston Holding Inc. - $LW - Jan 13, 2025 by 13D Activist Fund
Euronet - $EEFT - Feb 19, 2025 by Voss Value Fund
Mercedes Benz Group - $MBGYY - $MBG - Feb 19, 2025 by Voss Value Fund
Subaru - $FUJHY - $7270 - Feb 19, 2025 by Voss Value Fund
Amentum - $AMTM - Feb 19, 2025 by Voss Value Fund
Samsung Electronics - $005930.KS - Feb 12, 2025 by Lyrical Asset Managemen
Teleperformance - $TEP - Feb 12, 2025 by Lyrical Asset Management
Innovative Food Holdings - $IVFH - OTC - Feb 10, 2025 by River Oaks Capital
Medical Facilities - $DR.TO - Feb 10, 2025 by River Oaks Capital
Citizens Bank - $CZBS - OTC - Feb 10, 2025 by River Oaks Capital
Boston Omaha - $BOC - Feb 10, 2025 by River Oaks Capital
R&R REIT - $RRR.UN - Feb 10, 2025 by River Oaks Capital
Truxton Trust Company - $TRUX - OTC - Feb 10, 2025 by River Oaks Capital
America’s Car Mart - $CRMT - Feb 10, 2025 by River Oaks Capital
BankFirst - $BFCC - OTC - Feb 10, 2025 by River Oaks Capital
Fitlife - $FTLF - Feb 10, 2025 by River Oaks Capital
Old Market Capital - $OMCC - Feb 10, 2025 by River Oaks Capital
Logan Ridge Financial - $LRFC - Feb 10, 2025 by River Oaks Capital
Greenfirst Forest Products - $GFP.TO - Feb 10, 2025 by River Oaks Capital
Pool Basket ( $SWIM, $LESL , $HAYW ) - Feb 03, 2025 by McIntyre Partnerships
Sotera Health Company - $SHC - Feb 03, 2025 by McIntyre Partnership
Garrett Motion - $GTX - Feb 03, 2025 by McIntyre Partnership
Star Holdings - $STHO - Feb 03, 2025 by McIntyre Partnership
Vivid Seats Inc. - $SEAT - Feb 07, 2025 by Emeth Value Capital
Citizens Bancshares - $CZBS - Feb 10, 2025 by Cedar Creek Partners
ENDI Corp - $ENDI - Feb 10, 2025 by Cedar Creek Partners
Zegona - $ZEG.l - Feb 16, 2025 by Singular Asset Management
Société Générale - $GLE - Jan 28, 2025 by Gator Capital Management
Evolution - $EVO - Feb 05, 2025 by Broyhill Asset Management
Fever-Tree Drinks PLC - $FEVR.l - Jan 15, 2025 by Highwood Value Partners
Borr Drilling - $BORR - Jan 15, 2025 by Highwood Value Partners
Burford Capital - $BUR - Jan 15, 2025 by Highwood Value Partners
Compagnie de L’Odet & Bolloré SE - $BOL $ODET - Jan 15, 2025 by Highwood Value Partners
JZ Capital Partners - JZCP.l - Jan 15, 2025 by Highwood Value Partners
Brookfield Corp - $BN - Feb 04, 2025 by Third Point Partners
Compagnie de l’Odet - $ODET - Feb 06, 2025 by Quercus Fund
Zegona - $ZEG.l - Jan 09, 2025 by Horos Asset Management
F.I.L.A. S.p.a. - MIL: $FILA - Feb 05, 2025 by Smoak Capital
QEP Co., Inc. - OTCQX: $QEPC - Feb 05, 2025 by Smoak Capital
Alantra Partners - $ALNT - feb 07, 2025 by Attitude Small Caps FI
$MLG.AX by Meridion Patrimonio
MEG Energy - $MEG - Jan 25, 2025 by Open Insights Capital
GOGO Inc - $GOGO - Jan 27, 2025 by Buckley Capital
Xponential Fitness - $XPOF - Jan 27, 2025 by Buckley Capital
Dentalcorp - $DNTL.to - Jan 27, 2025 by Buckley Capital
Elevance Health - $ELV - Jan 24, 2025 by Sequoia Fund
BMW - $BWM - Jan 28, 2025 by Third Avenue Value Fund
Heineken - $HEIN - Dec 31, 2024 by FPA Crescent Fund
Bermaz Auto - $BERA - Dec 31, 2024 by Pangolin Asia Fund
Finch Therapeutics - $FNCH - Jan 26, 2025 by Arquitos Capital Management
Liquidia Therapeutics - LQDA - Jan 26, 2025 by Arquitos Capital Management
Nam Tai Property - $NTPIF - Jan 26, 2025 by Arquitos Capital Management
WildBrain Ltd. - $WILD.to - Jan 29, 2025 by Old West Capital Management
Correios de Portugal, S.A. - $CTT - Jan 28, 2025 by Maran Capital Management
Ashtead Group - $AHT.l - Jan 24, 2025 by Giverny Capital Asset Management
Installed Building Products - $IBP - Jan 24, 2025 by Giverny Capital Asset Management
Danaos - $ DAC (Shippers) - Jan 03, 2025 by Van Der Mandele Arar Fund
Imperial Petroleum -$IMPP (Shippers) - Jan 03, 2025 by Van Der Mandele Arar Fund
Nippon Shindo - $5753.T - - Jan 03, 2025 by Van Der Mandele Arar Fund
Gravity Co - $GRVY- - Jan 03, 2025 by Van Der Mandele Arar Fund
PAX Global – $327.HK - - Jan 03, 2025 by Van Der Mandele Arar Fund
Jiayin Group - $JFIN- - Jan 03, 2025 by Van Der Mandele Arar Fund
OneWater - $ONEW- - Jan 03, 2025 by Van Der Mandele Arar Fund
Thesis on Avanos Medical - $AVNS - Jan 18, 2025 by Rewey Asset Management
Thesis on Weatherford International plc - $WFRD - Jan 18, 2025 by Rewey Asset Management
Thesis on Millicom - $TIGO - Jan 16, 2025 by Longleaf Partners International Fund
Thesis on Perrigo Company plc - $PRGO - Jan 17, 2025 by White Falcon Capital Management
Thesis on Lithium Americas Argentina - $LAAC US - Jan 22, 2025 by Massif Capital
Thesis on Alphamin Resources - $AFM - Jan 22, 2025 by Massif Capital
Thesis on Enovix - $ENVX - Jan 22, 2025 by Massif Capital
Equinox Gold - $EQX - Jan 22, 2025 by Massif Capital
G Mining Ventures - $GMIN - Jan 22, 2025 by Massif Capital
Thesis on Devon Energy - $DVN - Jan 20, 2025 by Alpha Wealth Funds – The Insiders Fund
Thesis on Lavras Gold - $LFC - Jan 21, 2025 by Equity Management Associates
Thesis on Vistry Group PLC - $VTY.l - Jan 21, 2025 by Asheville Capital Management
Thesis on InPost - $INPST - Jan 21, 2025 by Asheville Capital Management
Thesis on Eurocell - $ECEL.l - Jan 20, 2025 by Colebrooke Partners
Iljin Electric (Korea) - $103590 - Dec 31, 2024 by Apis Flagship Fund
Lotes (Taiwan) - $3533 - Dec 31, 2024 by Apis Flagship Fund
Osaka Soda (Japan) - $4046 - Dec 31, 2024 by Apis Flagship Fund
Talen Energy (U.S.) - $TLN - Dec 31, 2024 by Apis Flagship Fund
Thesis on OceanFirst Financial - $OCFC - Dec 31, 2024 by Third Avenue Small-Cap Value Fund
Thesis on Ambac Financial Group - $AMBC - Dec 31, 2024 by Third Avenue Small-Cap Value Fund
Thesis on Five Point Holdings - $FPH - Dec 31, 2024 by Third Avenue Small-Cap Value Fund
Thesis on Berkeley Group Holdings PLC - $BKGH.l - Dec 31, 2024 by Third Avenue Real Estate Value Fund
Thesis on Big Yellow - $BYG.l - Dec 31, 2024 by Third Avenue Real Estate Value Fund
Thesis on TAG Immobilien - $TEGG - Dec 31, 2024 by Third Avenue International Real Estate Value Fund
Thesis on Hong Kong Land Holdings Ltd. - HKLB.l - Dec 31, 2024 by Third Avenue International Real Estate Value Fund
Thesis on RCI Hospitality - $RICK - Jan 25, 2025 by Ace River Capital
Thesis on Zimmer Biomet - $ZBH - Jan 21, 2025 by Quest for Yield
Thesis on QinetiQ - QQ.l - Jan 15, 2025 by Upslope Capital Management
Thesis on Titan Cement International SA - $TITC - Jan 24, 2025 by Alluvial
Thesis on CBL & Associates Properties, Inc. - $CBL - Jan 24, 2025 by Alluvial
Thesis on Net Lease Office Properties $NLOP - Jan 24, 2025 by Alluvial
Thesis on McBride Plc - $MCB.l - Jan 24, 2025 by Alluvial
Thesis on Zegona Communications Plc - $ZEG.l - Jan 24, 2025 by Alluvial
Thesis on Garrett Motion - $GTX - Jan 24, 2025 by Alluvial
Thesis on Crawford United Corporation - $CRAWA - Jan 24, 2025 by Alluvial
Thesis on Natural Resource Partners - $NRP - Jan 20, 2025 by Greystone Capital
Thesis on Sylogist - $SYZLF - Jan 20, 2025 by Greystone Capital
Thesis on Bel Fuse - $BELFB - - Jan 20, 2025 by Greystone Capital
Thesis on CNH Industrial - $CNH - Jan 21, 2025 by Greenlight Capital
Thesis on Centene - $CNC - Jan 21, 2025 by Greenlight Capital
Thesis on Magnera Corporation - $MAGN - Jan 21, 2025 by Kingdom Capital Advisors
Remember Thesis on British American Tobacco - $BATS.l - $BTI - Dec 02, 2023 by Bireme Capital
Thesis on Jet2 - $JET2.L - Jan 16, 2025 by Plural Investing
Thesis on Vistry Group PLC - $VTY.l - Jan 16, 2025 by Laughing Water Capital
Thesis on Lifecore Biomedical - $LFCR - Jan 16, 2025 by Laughing Water Capital
Thesis on NextNav Inc. - $NN - Jan 16, 2025 by Laughing Water Capital
Thesis on Thryv Inc. - $THRY - Jan 16, 2025 by Laughing Water Capital
Thesis on Subaru - $7270 JT - Jan 14, 2025 by Smead International Value Fund
Kosmos Energy | Seadrill | Royalty Pharma by Patient Capital Management
Thesis on National CineMedia - $NCMI - Jan 10, 2025 by Riverwater Partners Small Cap Strategy
Thesis on Darling Ingredients Inc. - $DAR - Dec 31, 2024 by Riverwater Sustainable Value Strategy
Thesis on Limoneira - $LMNR - Dec 31, 2024 by Riverwater Sustainable Value Strategy
Thesis on HireQuest Inc. - $HQI - Jan 14, 2025 by Liberty Park Capital Management
Thesis on St. Joe - $JOE - January 12, 2025 by Praetorian Capital Management
Thesis on Sable Offshore Corp. - $SOC - January 15, 2025 by JasonStrom84409
Thesis on Intea - $INTEA -B.ST - Jan 07, 2025 by Protean Select
Thesis on Intellego - $INT - Jan 06, 2025 by Infuse Partners
Thesis on Shelly Group - $SLYG - Jan 06, 2025 by Infuse Partners
Thesis on Centene Corporation - $CNC - Dec 31, 2024 by Heartland Mid Cap Value Fund
Thesis on Delek US Holdings, Inc. - $DK - Dec 31, 2024 by Heartland Value Fund
Offshore Services (Focused Mainly on Drillers) by Praetorian Capital Management
Thesis on Valaris - $VAL - January 12, 2025 by Praetorian Capital Management
Thesis on Valaris - $VAL - Jan 02, 2025 by Night Watch Investment Management
Thesis in Marex - $MRX - Jan 02, 2025 by Night Watch Investment Management
Thesis on Allfunds - $ALLFG NA - Jan 02, 2025 by Night Watch Investment Management
Investment Themes by Night Watch Investment Management
Thesis on Kelly Services - $KELYA - Jan 05, 2025 by Palm Valley Capital Management
Thesis on Seaboard Corporation - $SEB - Jan 05, 2025 by Palm Valley Capital Management
Thesis on ManpowerGroup - $MAN - Jan 05, 2025 by Palm Valley Capital Management
Thesis on Carter's - $CRI - Jan 05, 2025 by Palm Valley Capital Management
Thesis on TrueBlue - $TBI - Jan 05, 2025 by Palm Valley Capital Management
Thesis on Builders FirstSource - $BLDR - Jan 09, 2025 by Black Bear Value Partners
Thesis on Paramount Resources - $POU.TO - Jan 09, 2025 by Black Bear Value Partners
Thesis on CONSOL Energy - $CEIX - and Arch Resources - $ARCH - Jan 09, 2025 by Black Bear Value Partners
Thesis on Warrior Met Coal - $HCC - Jan 09, 2025 by Black Bear Value Partners
Thesis on Asbury Group - $ABG - Jan 09, 2025 by Black Bear Value Partners
Thesis on Flagstar Financial - $FLG - Jan 09, 2025 by Black Bear Value Partners
