ADDYY Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q4	Jan 15, 2025	Brighton Jones	-	-	ADDYY, AMT, AMZN, AVGO, DEO, ES, GOOGL, MA, META, MSFT, NESN.SW, NKE, NVDA, ORCL, PUMA.DE, RKT.L, SAP, TSM, UMG.AS, UNH, YUM	AI, consumer, global, large cap, Quality, semiconductors, technology	Renewed enthusiasm in the AI trade has driven markets to fresh highs, with large deals announced by OpenAI with Nvidia, Broadcom, Oracle and AMD. However, these deals are somewhat circular in nature and heavily dependent on OpenAI growing and monetising its user base given its limited current revenue. While positive on GenAI potential over the long term, considerable uncertainty remains on the pace and degree of monetisation.	ADS.DE	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Aristotle Small/Mid Cap Equity	Dycom Industries	Industrials	Construction & Engineering	Bull	NYSE	broadband, Construction services, Fiber, infrastructure, Rural Deployment, telecommunications, Wireline Services	View Pitch
Apr 13, 2026	Fund Letters	SouthernSun Small Cap	Dycom Industries, Inc.	Industrials	Construction & Engineering	Bull	NYSE	Acquisitions, AI data centers, backlog, Broadband Programs, Construction services, EBITDA growth, Fiber networks, telecommunications infrastructure	View Pitch
Apr 13, 2026	Fund Letters	Aristotle Small Cap Equity Fund	Dycom Industries	Industrials	Construction & Engineering	Bull	NYSE	broadband, Construction services, Engineering services, Fiber Deployment, infrastructure, secular growth, telecommunications	View Pitch
Apr 13, 2026	Fund Letters	Aristotle Small Cap Equity Fund	Dycom Industries	Industrials	Construction & Engineering	Bull	NYSE	broadband, Construction services, Fiber Deployment, infrastructure, Rural Connectivity, secular growth, telecommunications	View Pitch
Apr 13, 2026	Fund Letters	SouthernSun SMID Cap	Dycom Industries, Inc	Industrials	Construction & Engineering	Bull	NYSE	BEAD Program, CEO Succession, Federal Broadband Programs, Fiber Construction, M&A Opportunities, margin expansion, telecommunications infrastructure	View Pitch
Apr 13, 2026	Fund Letters	SouthernSun Small Cap	Dycom Industries, Inc	Industrials	Construction & Engineering	Bull	NYSE	BEAD Program, CEO Succession, Fiber Construction, government funding, M&A, margin expansion, organic growth, telecommunications infrastructure	View Pitch
Apr 13, 2026	Fund Letters	SouthernSun SMID Cap	Dycom Industries, Inc.	Industrials	Construction & Engineering	Bull	NYSE	construction, Engineering services, Fiber Construction, government contracts, infrastructure, private equity, telecommunications infrastructure, utilities	View Pitch
Apr 13, 2026	Fund Letters	SouthernSun Small Cap	Dycom Industries, Inc.	Industrials	Construction & Engineering	Bull	NYSE	Construction services, engineering, Fiber Infrastructure, Government Programs, growth, private equity, telecommunications, utilities	View Pitch

BSD Shareholders of ADDYY

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

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of ADDYY

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