ADECN.SW Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q2	Jun 30, 2023	Oakmark Fund- International Small Cap	3.8%	0.0%	ADECN.SW, APPS.MC, ENX.PA, SOW.DE, SPNS, SWON.SW, VPLAY.ST	Europe, M&A, private equity, small caps, software, Staffing, value	Multiple private equity firms showed interest in portfolio companies during the quarter, with Software AG receiving a takeover bid from Silver Lake, Applus receiving interest from three PE firms including Apollo, and SoftwareOne getting an unsolicited offer from Bain. The manager views these bids as validation of value but believes the offers undervalue the companies.	SPNS ENX.PA VPLAY.ST SWON.SW APPS.MC SOW.DE	View

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

BSD Shareholders of ADECN-SW

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

ADECN-SW

ADECN-SW

Letters With This Ticker

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BSD Shareholders of ADECN-SW

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