Group 1 - Madison Mid Cap Fund reported a return of 1.9% in Q3 2025, underperforming the Russell Midcap Index which increased by 5.3% [1] - The Information Technology sector led the performance for both the quarter and year-to-date [1] - The fund's top five holdings were highlighted as key picks for 2025 [1] Group 2 - GCI Liberty, Inc. (NASDAQ:GLIBK) experienced a one-month return of -6.56% and a three-month decline of 12.56%, closing at $33.75 per share with a market capitalization of $968.552 million on November 20, 2025 [2] - Madison Mid Cap Fund sold its holding in GCI Liberty, Inc. due to mediocre growth prospects and its small market capitalization, which was deemed immaterial to the portfolio [3] Group 3 - GCI Liberty, Inc. is not among the 30 most popular stocks among hedge funds, with a belief that certain AI stocks present greater upside potential and lower downside risk [4]

Table of Contents As filed with the Securities and Exchange Commission on November 5, 2025 Registration No. 333- GCI Liberty, Inc. (Exact name of registrant as specified in its charter) Nevada (State or other jurisdiction of incorporation or organization) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 4841 (Primary Standard Industrial Classification Code Number) 36-5128842 (I.R.S. Employer Identification No.) FORM S-1 REGISTRATION STATEMENT UNDER 12300 Liberty Blvd. Englewood, Color ...

Core Thesis - CoreWeave's stock has surpassed $100 following Cantor Fitzgerald's Overweight rating and a $116 price target, driven by the trillion-dollar AI infrastructure opportunity, with shares up 160% year-to-date [2] - The potential for CoreWeave to double its stock price beyond $200 is linked to its exceptional growth trajectory, with revenues projected to increase from $3.5 billion to over $12 billion next year, indicating triple-digit growth [3] Valuation Insights - Although the stock trades at approximately 14x trailing revenue, this multiple is expected to compress as sales surge, with a potential price per share exceeding $200 if revenues reach $12 billion and the P/S ratio normalizes to the 8-10x range [4] Key Growth Drivers - CoreWeave has secured a significant revenue backlog of about $30 billion, bolstered by major contracts including an $11.9 billion deal with OpenAI and a subsequent $4 billion expansion [5] - The company is positioned as a market leader in AI infrastructure, leveraging specialized GPU compute technology built around NVIDIA hardware to capture a significant share of the trillion-dollar AI infrastructure market [5] - Revenue growth has been substantial, with a 420% year-over-year increase to $981.6 million in Q1 and a 207% increase to $1.2 billion in Q2, demonstrating the company's ability to convert demand into sales [5] - CoreWeave is expanding its platform beyond GPU compute into storage, networking, and managed services, highlighted by the $1.4 billion acquisition of Weights and Biases to enhance its AI infrastructure offerings [5]

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on May 27, 2025 Registration No. 333-286272 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GCI Liberty, Inc. (Exact name of registrant as specified in its Charter) Nevada 4841 (Primary Standard Industrial 36-5128842 (I.R.S. Employer Identification No.) (State or other jurisdiction of incorporation or organization) 12300 Liberty Bl ...

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on May 27, 2025 Registration No. 333-286272 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GCI Liberty, Inc. (Exact name of registrant as specified in its Charter) Nevada 4841 (Primary Standard Industrial 36-5128842 (I.R.S. Employer Identification No.) (State or other jurisdiction of incorporation or organization) 12300 Liberty Bl ...

Company Overview - Wheels Up Experience Inc. is a leading provider of on-demand private aviation in the U.S. with a large and diverse fleet [3] - The company has a global network of safety-vetted charter operators committed to safety and service [3] - Wheels Up offers charter and membership programs along with commercial travel benefits through a strategic partnership with Delta Air Lines [3] Upcoming Event - The CEO of Wheels Up, George Mattson, will present at the Bank of America Industrials, Transportation, and Airlines Key Leaders Conference in New York on May 15, 2025, at 8:45 am ET [1] - The event will be webcast live and accessible via the Investor Relations website [1][2] Services Offered - In addition to private aviation, Wheels Up provides freight, safety, security, and managed services to various clients, including individuals and government organizations [3] - The Wheels Up app and website allow members to easily search, book, and fly [3]

As filed with the Securities and Exchange Commission on May 6, 2025 Registration No. 333-286272 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 TABLE OF CONTENTS GCI Liberty, Inc. (Exact name of registrant as specified in its Charter) Nevada 4841 (Primary Standard Industrial 36-5128842 (State or other jurisdiction of incorporation or organization) 12300 Liberty Blvd. Englewood, Colorado 80112 (720) 87 ...

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on May 6, 2025 Registration No. 333-286272 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GCI Liberty, Inc. (Exact name of registrant as specified in its Charter) Nevada 4841 (Primary Standard Industrial 36-5128842 (State or other jurisdiction of incorporation or organization) 12300 Liberty Blvd. Englewood, Colorado 80112 (720) 87 ...

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on March 31, 2025 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GCI Liberty, Inc. (Exact name of registrant as specified in its Charter) Nevada (State or other jurisdiction of incorporation or organization) 4841 (Primary Standard Industrial Classification Code Number) 36-5128842 (I.R.S. Employer Identification No.) 12300 Liber ...