ABR Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Nov 15, 2024	Crossroads Capital	4.2%	8.9%	ABR, CLMT, MGNI, NFLX, NTDOY, VTY.L, ZIP	Advertising, aerospace, catalysts, concentrated, gaming, Long/Short, value	Nintendo represents a major position with the Switch 2 launch expected early 2025, opening the ecosystem to third-party AAA games and higher-spending gamers. The company is building a Nintendo Cinematic Universe with one movie per year planned over five years. Strong earnings growth expected from new console cycle and expanded monetization.	MGNI VTY.L NTDOY	View
2023 Q2	Jul 14, 2023	Silver Beech Capital	0.0%	22.3%	ABG, ABR, FIZN, GOOG, PLYA	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Sep 15, 2026	Seeking Alpha	Seeking Alpha	Arbor Realty Trust, Inc.	Real Estate	Mortgage REIT	Bear	New York Stock Exchange	agency segment, Arbor Realty Trust, Credit Losses, debt refinancing, dividend cut, financial challenges, Interest rates, real estate market, REIT, structured business	View Pitch
Jan 28, 2026	Seeking Alpha	Seeking Alpha	Arbor Realty Trust, Inc.	Real Estate Investment Trusts (REITs)	Mortgage REITs	Bull	New York Stock Exchange	book value discount, credit quality, Dividend risk, high dividend yield, insider buying, interest rate reductions, investment opportunity, loan portfolio, Mortgage REIT, valuation	View Pitch
Jan 11, 2026	Seeking Alpha	Seeking Alpha	Arbor Realty Trust Inc.	Real Estate Investment Trusts (REITs)	Finance REIT	Bull	New York Stock Exchange	Arbor Realty Trust, capital appreciation, Core business lines, Delinquent loans, dividend yield, Finance REIT, Interest rates, Legacy loan book, loan portfolio, Multi-family properties	View Pitch
Sep 16, 2025	Short Thesis	NINGI Research	Arbor Realty Trust Inc	Real Estate	Mortgage REITs	Bear	NYSE	Credit, Defaults, Lending, leverage, REIT	View Pitch
Sep 16, 2025	Short Thesis	Viceroy	Arbor Realty Trust Inc	Real Estate	Mortgage REIT	Bear	NYSE	Distressed loans, Dividend risk, Mortgage REIT, Multifamily, Refinancing	View Pitch
Sep 10, 2025	Seeking Alpha	Seeking Alpha	Arbor Realty Trust, Inc.		REIT - Mortgage	Bull		Arbor Realty Trust, dividend yield, FARE Act, financial resilience, income-focused investing, New York City real estate, real estate investment, REIT, short interest, taxable REIT subsidiary	View Pitch

BSD Shareholders of ABR

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

ABR

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of ABR

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