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CBL · Real Estate · REIT - Retail · Market cap $1.03B

1 fund in our archive has pitched CBL & Associates Properties — most recently Alluvial Capital in December 2024.

Company profile

Headquartered in Chattanooga, TN, CBL Properties owns and manages a national portfolio of market-dominant properties located in dynamic and growing communities. CBL's portfolio is comprised of 106 properties totaling 65.7 million square feet across 25 states, including 64 high quality enclosed, outlet and open-air retail centers and 8 properties managed for third parties. CBL seeks to continuously strengthen its company and portfolio through active management, aggressive leasing and profitable reinvestment in its properties.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q4 2024 and Q1 2026, 1 fund letter reported a position in CBL & Associates Properties, with no move described.

Fund letters reporting a position in CBL & Associates Properties, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261000
Q4 20240001

Fund activity · 1 position

  • HoldsAlluvial Fund LP
    March 2026
    Our other current “unpopular real estate” holdings, Net Lease Office Properties and CBL & Associates Properties, have also delivered excellent returns.
    Read the letterCBL & Associates Properties

Fund coverage · 1 thesis

  • Alluvial Capital
    December 2024

    CBL & Associates Properties, Inc. is a strategically positioned commercial real estate operator with strong cash flow and manageable debt, poised for recovery and growth following its restructuring post-bankruptcy.

    Read the full thesis

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