ADM

ADM

ADM

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 17, 2025	Dodge & Cox Stock Fund	3.8%	7.5%	ADBE, ADM, AON, BK, CVS, ELAN, FDX, FI, FIS, GOOGL, GS, JCI, MET, OXY, RTX, SATS, SCHW, TE, WFC, WTW	Bottom-up, Diversified, financials, fundamentals, industrials, large cap, technology, value	The Fund trades at only 14.4 times forward earnings as of September 30, a significant discount to both the S&P 500 (23.3 times) and the Russell 1000 Value Index (18.2 times). The valuation spread between U.S. value and growth stocks continues to be relatively wide, with Russell 1000 Value trading at 18.2 times forward earnings versus 31.1 times for the Russell 1000 Growth Index.		View
2024 Q1	Apr 2, 2024	Middle Coast Investing	-	-	AAPL, ACLS, ADM, AER, AMZN, ARLO, ATKR, AVGO, BKNG, DBX, DFS, EB, FCNCA, FG, OMAB, PGR, SNX, SPOT, VMEO, WS	Cyclical, financials, industrials, Portfolio Management, Selling, small caps, technology, value	Archers-Daniels-Midland is one of the biggest grain traders in the world, part of the ABCD group that controls 90% of global grain trade. The company is cyclical and peaked in 2022 as the Russia invasion of Ukraine caused grain prices to go up, now closer to the bottom of a cycle. Buying a company with a strong balance sheet at less than 10x bottom earnings usually works out well.	VMEO SNX ADM	View
2024 Q1	Apr 15, 2024	Diamond Hill Mid Cap	8.3%	13.3%	ADM, AIG, BWA, EXR, FANG, GNRC, HUM, JCI, KEX, OZK, PH, POST, RRR, RRX, SBAC, WCC	energy, financials, healthcare, industrials, mid cap, real estate, value	The fund initiated a position in Diamondback Energy (FANG), a scaled, low-cost energy exploration and production company in one of the US's most prolific shale basins. The company focuses on cost efficiency and prudent, sustainable management of its assets, and is well-positioned for free cash-flow generation over the long term.		View
2025 Q1	Apr 13, 2025	Richie Capital Group	-	-	ADM, DE, IBM, KO, X	Economic Outlook, Onshoring, Recession, Resilience, stock picking, tariffs, Trade Policy	The Trump Administration's tariff policies have created significant market uncertainty and economic disruption. The manager views the implementation strategy as flawed despite some worthy end goals, noting that unwinding three decades of globalization cannot be achieved in weeks or months.		View
2025 Q3	Oct 14, 2025	Dodge & Cox Stock Fund	3.1%	10.9%	ADBE, ADM, AON, BK, CVS, ELAN, FDX, FI, FIS, GOOGL, GS, JCI, MET, OXY, RTX, SATS, SCHW, TE, WFC, WTW	Bottom-up, Diversified, financials, fundamentals, industrials, large cap, technology, value	The Fund trades at only 14.4 times forward earnings as of September 30, a significant discount to both the S&P 500 (23.3 times) and the Russell 1000 Value Index (18.2 times). The valuation spread between U.S. value and growth stocks continues to be relatively wide, with Russell 1000 Value trading at 18.2 times forward earnings versus 31.1 times for the Russell 1000 Growth Index.		View
2024 Q4	Jan 8, 2025	Middle Coast Investing	-	-	AAPL, ACLS, ADM, AER, AMZN, ATKR, ATRO, AVGO, BKNG, DFS, EB, FCNCA, FG, LULU, OMAB, PGR, PTLO, SCS, TRIP, TSM	Portfolio Management, Restaurants, small caps, technology, Travel, value	Travel is the manager's favorite sector to study and has paid off over the years. TripAdvisor's Viator business finally passed legacy TripAdvisor in revenue in Q3 2024, with the race between Viator's growth and legacy decline now seeming winnable. The manager views travel as offering continued opportunities.	TRIP PTLO	View
2024 Q2	Jul 26, 2024	Diamond Hill Mid Cap	8.3%	13.3%	ADM, BSX, CIVI, ENOV, GDDY, GNRC, HUM, LH, MAA, NXPI, PH, RRR, RRX, SYY, UDR, VRSN, WCC	AI, mid cap, Quality, technology, value	AI-related stocks have driven increasingly narrow market performance, with a small number of massive technology stocks driving the majority of index returns. This creates opportunities for active managers to add value by avoiding the temptations of following trends and maintaining disciplined fundamental approaches. The concentration in AI stocks affords opportunities to identify high-quality, underappreciated companies outside the obvious front lines of the latest fad.		View
2023 Q1	Mar 31, 2023	Diamond Hill Small-Mid Cap Strategy	8.4%	9.2%	AAP, ADM, AIG, ALGT, ALK, ALL, ARW, ASH, BHF, BKU, BOKF, BR, BRBR, BRO, BSX, BWA, CALM, CHKP, CIEN, CIVI, COOP, CTRA, CTSH, CUBE, DEI, ENOV, ERII, ESAB, ESGR, FA, FCX, FIBK, FIS, FWONA, GTES, HBI, HIG, ITGR, JLL, KEX, KMX, L, LANC, LOB, MTN, NVR, NXPI, OZK, PH, POST, PRG, RHP, RNR, RRR, RRX, RYN, SANM, SF, SRCL, SSNC, ST, UDR, UGI, VFC, WBS, WCC, WNS, WTW, WWW, WY	financials, industrials, mid cap, small cap, value			View
2023 Q4	Jan 27, 2024	Horizon Kinetics	0.0%	0.0%	AAPL, ADM, AMD, AMZN, AN, AVGO, BCHG, BMS.L, CKN.L, CRM, EXP, GBTC, GOOGL, MSFT, NVDA, ORCL, PAG, QCOM, TPL, TSLA	BRICS, China, commodities, crypto, Indexation, inflation, technology, valuation	Bitcoin ETF approval represents institutional acceptance and convergence with traditional financial system. Flash loans and lending markets create new revenue opportunities for ETF providers. Bitcoin Cash offers leveraged exposure to cryptocurrency appreciation potential.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Middle Coast Investing	Archer-Daniels-Midland Company	Consumer Staples	Agricultural Products	Bull	NYSE	Accounting Issues, Agricultural Commodities, Cyclical, dividend, Grain Trading, Share Buybacks, Value	View Pitch
Aug 13, 2025	Seeking Alpha	Alpha Mantra	Archer-Daniels-Midland Company	Other	-	Neutral	NYSE	—	View Pitch
Aug 13, 2025	Seeking Alpha	Investor Overview	Archer-Daniels-Midland	Consumer Staples	Farm Products	Bull	NYSE	—	View Pitch
Aug 13, 2025	Seeking Alpha	Brewvestor Insights	Archer-Daniels-Midland	Consumer Staples	Farm Products	Neutral	NYSE	—	View Pitch

BSD Shareholders of ADM

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

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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