AD8 AU|ARB AU|BAP AU|CAT AU|DHG AU|PME AU|PNI AU|RDX AU|TNE AU Archives

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
No letters found for AD8 AU\|ARB AU\|BAP AU\|CAT AU\|DHG AU\|PME AU\|PNI AU\|RDX AU\|TNE AU

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	ClearBridge Investments Mid Cap Growth Strategy	Noble Corporation plc	Energy	Oil, Gas & Consumable Fuels	Bull	NYSE	cash flow generation, Cyclical Recovery, Day-rates, Energy Services, offshore drilling, oil and gas, Supply Shortage	View Pitch
Apr 28, 2026	Fund Letters	Ariel Global Fund	Credicorp Ltd.	Financials	Banks	Bull	NYSE	banking, Digital transformation, Emerging markets, Financial Penetration, Fintech, market dominance, Peru, ROE	View Pitch
Apr 28, 2026	Fund Letters	Conestoga SMid Cap Composite	Definitive Healthcare Corp.	Technology	Application Software	Bull	NASDAQ	Artificial Intelligence, Commercial Intelligence, Data Analytics, healthcare software, Healthcare Technology, SaaS	View Pitch
Apr 28, 2026	Fund Letters	Tall Oak Capital Advisors	Caterpillar Inc	Industrials	Construction & Farm Machinery & Heavy Trucks	Bull	NYSE	Construction Equipment, dividend, energy transition, Free Cash Flow, Government Spending, Industrial Equipment, infrastructure, Mining equipment, Onshoring	View Pitch

BSD Shareholders of AD8-AUARB-AUBAP-AUCAT-AUDHG-AUPME-AUPNI-AURDX-AUTNE-AU

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

AD8-AUARB-AUBAP-AUCAT-AUDHG-AUPME-AUPNI-AURDX-AUTNE-AU