LongTOYSep 2026
Spin Master Corp.
The fund initiated Spin Master because the company owns enduring entertainment intellectual property, notably PAW Patrol. Ownership enables the company to monetize toys…
TOY
1 published idea on Spin Master Corp. across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Spin Master: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
The fund initiated Spin Master because the company owns enduring entertainment intellectual property, notably PAW Patrol. Ownership enables the company to monetize toys…