EPAM’s Fall and the Fund’s Bet

On a November day, the Securities and Exchange Commission unveiled a tale of shifting tides. Senvest, a New York-based titan of capital, had quietly bolstered its stake in EPAM, acquiring 524,798 shares to swell its holdings to 968,404-a quarter-end value of $146 million. This was no mere transaction; it was a wager on the resilience of a company that, despite its fall, still held promise in the eyes of the wealthy.

Alta Fox’s CarGurus Gambit: A Dance with the Devil in Shares

A filing with the U.S. Securities and Exchange Commission, dated Nov. 14, 2025, revealed Alta Fox had initiated a position in CarGurus by purchasing 1,098,700 shares as of Sept. 30, 2025. This act, though legal, carries the air of a conjurer pulling a rabbit from a hat-except the rabbit is a stock ticker and the hat is the fund’s portfolio. The valuation of $40.90 million, as of the reporting date, swelled the fund’s U.S. equity holdings to 19 positions, a number suspiciously close to the biblical “sign of the beast.” Or perhaps not.

Glenview’s Gamble: Teva’s Resurgence and the Quiet Rebellion of Value Investing

On November 14, 2025, the U.S. Securities and Exchange Commission received a filing that might have been mistaken for a dry ledger entry. Yet within its sterile language lay a story of accumulation-a quiet storm gathering in the heart of Wall Street. Glenview, ever the patient botanist, had added 868,457 shares to its position, nurturing its stake until it blossomed into $337.19 million by quarter’s end. One might imagine the portfolio managers as chess players, moving pieces with deliberate grace across the board of markets.

Second Line Capital’s Conservative Gambit in Short Maturity ETFs

According to a filing with the Securities and Exchange Commission dated Nov. 18, Second Line Capital, LLC initiated a new position in First Trust Enhanced Short Maturity ETF (FTSM 0.01%) by acquiring 120,501 shares. The estimated value of the new holding was $7.2 million at quarter-end, based on SEC-reported data. The addition represents 1.5% of the fund’s 13F reportable assets under management. A decision as unassuming as a well-tailored overcoat-practical, yet evoking admiration for its understated elegance.

Biotech Fund’s $22M Bet on Pharvaris – Is It a Buy?

The SEC filing read like a treasure map, marking Pharvaris N.V. (PHVS) as the X that marks the spot. Saturn V, with its $456 million under management, now holds 17 U.S. equities, and PHVS claims 4.9% of their assets like a barn cat claiming the porch. The fund’s top holdings-ABVX, AMLX, JAZZ-read like a list of names from a saloon’s ledger, each with a hefty chunk of the pie. But PHVS? That’s the new kid with a grin and a stack of papers that smell of hope and bradykinin B2-receptors.

Capital’s Enigmatic Gambit: Dyne Therapeutics

According to the sacred scrolls of the SEC, filed for the period ending September 30, Saturn V Capital Management LP augmented its stake in Dyne Therapeutics by approximately 1.2 million shares. The fund’s position now commands a value of $33.8 million, a sum that, in the realm of 13F reportable assets, ranks as the fourth-largest in its portfolio. One might imagine the fund’s managers, like scribes in a cathedral of commerce, meticulously inscribing this act into the annals of fiscal history.