Take Two Interactive Software INC

• Hayden Capital Quarterly Letter 2025 | Vol. 4 ↗ Hayden Capital sold New Oriental after its turnaround matured and backs Sea Limited, arguing Shopee’s logistics investment is offensive while TikTok Shop growth slows. It sees AI-driven selloffs creating opportunities in software, gaming and ecommerce platforms whose network effects, proprietary data and physical infrastructure remain defensible. 4th Quarter EDU $9.1BSE $75BAMZN $2.8T +6
• Intrepid Capital Mutual Fund Commentary Intrepid Capital Fund 1Q 2026 ↗ Intrepid Capital Fund attributed the quarter’s market volatility to the Iran conflict, higher oil prices and rising Treasury yields. Sprott, Permian Resources, Fabrinet, Madison Square Garden Sports and Alphabet were leading contributors, while Fiserv, Jefferies and Take-Two were among the main detractors. 1Q 2026 —

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