9479 JP Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 21, 2025	Leaven Partners	6.7%	21.9%	6930 JP, 7229 JP, 9479 JP, 9867 JP	dislocation, mispricing, Sentiment, valuation, volatility	The letter discusses how sharp macro-driven selloffs and rapid rebounds have created repeated valuation dislocations across equities. Management emphasizes that forced selling, policy uncertainty, and crowded positioning lead to prices diverging from intrinsic value. These dislocations are viewed as cyclical opportunities for disciplined investors willing to act against consensus.	6930 JP 7229 JP	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of 9479-JP

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

9479-JP

9479-JP

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 9479-JP

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