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LVS ADVISORY

Key Manager/Person/CIO: Luis V. Sanchez
Fund Size: Below $25 million
Most Recent Shareholder Letter: Jul 8, 2025
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Stock Company 1 Month Performance 6 Month Performance 1 Year Performance Date Mentioned Performance Since Mentioned Source
TLNTalen Energy Corporation-4.95%52.88%81.11%Jul 23, 2024200.24%Investment Letter
CWCurtiss-Wright Corporation-8.34%23.20%48.24%Sep 1, 2023163.03%Investment Letter
MEDPMedpace Holdings, Inc.0.52%97.43%71.74%Oct 15, 2023145.91%Investment Letter
SENEASeneca Foods Corporation12.39%25.91%65.19%Oct 18, 2023120.68%Investment Letter
CLMTCalumet, Inc.-1.18%44.79%-14.13%Feb 2, 202424.95%Investment Letter
EVREvercore Inc.7.67%36.66%3.79%Jan 9, 202516.72%Investment Letter
PJTPJT Partners Inc.3.32%10.82%0.71%Jan 9, 20255.61%Investment Letter
LAZLazard Ltd4.22%18.50%-10.94%Jan 9, 20254.95%Investment Letter
DCPDCP Midstream LP-0.69%44.51%Jul 18, 2023-0.02%Investment Letter
MCMoelis & Company0.79%12.22%-15.80%Jan 9, 2025-11.98%Investment Letter
PWPPerella Weinberg Partners-4.12%2.40%-30.55%Jan 9, 2025-22.10%Investment Letter
JEFJefferies Financial Group Inc.7.74%17.72%-27.23%Jan 9, 2025-27.54%Investment Letter
BAHBooz Allen Hamilton Holding Corporation-5.42%-20.20%-44.57%Apr 18, 2024-39.69%Investment Letter