Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

United States

Brazil

Box, Inc. develops internet applications software. The Company operates a content sharing platform that enables users to share, access, and manage content in the cloud, as well as provides mobile access, online file storage, and online collaboration solutions. Box serves customers worldwide.

Builders FirstSource, Inc. manufactures and distributes building products to professional homebuilders.

The Greenbrier Companies, Inc. supplies transportation equipment and services to the railroad and related industries.  The Company's manufacturing segment produces railcars and marine vessels.  Greenbrier also provides repair and refurbishment for intermodal and conventional railcars.  In addition, the Company provides complementary leasing and services activities.

KAR Auction Services Inc. provides wholesale vehicle auction services in North America.  The Company facilitates a marketplace providing auction services for sellers of used and salvage vehicles through physical auction locations and multiple proprietary Internet websites.

Green Plains Inc. owns and operates ethanol plants located in the Midwest U.S. The Company also markets and distributes fuel grade ethanol, livestock feed and industrial grade corn oil. Green Plains provides grain handling, storage and complementary agronomy services to local grain producers through grain elevators located in Iowa, Missouri, Nebraska and Tennessee.

The Mosaic Company produces and distributes crop nutrients to the agricultural communities located in North America and other countries.  The Company's principal products include concentrated phosphates, and potash.

Okta, Inc. develops internet applications software. The Company offers automated user management, integration, mobile identification, multifactor authentication, and reporting software. Okta serves customers worldwide.

Afya Limited provides educational services. The Company offers end to end physician-centric ecosystem that serves and empowers students to be lifelong medical learners. Afya serves students in Brazil.

Portillo's Inc. operates a chain of restaurants. The Company offers beef, fresh pasta trays, gourmet salads, pastas, sandwiches, and burgers, as well as provides catering services, hosts events and parties. Portillo's Hot Dogs serves customers in the United States.

Life Time Group Holdings, Inc. operates as a health, fitness, and wellness company. The Company offers itness floors with equipment, locker rooms, group fitness studios, indoor and outdoor pools and bistros, tennis and basketball courts, spa, and kids academy learning spaces.

Health Care

Consumer Discretionary

Information Technology

White Brook Capital’s Thoughts and Views

White Brook Capital

White Brook Capital LLC is a socially responsible, investment advisory firm founded in 2016, based in Chicago. The Company invests separately managed accounts and manages the White Brook Capital Partners fund for qualified investors

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White Brook Capital’s Thoughts and Views
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