AEO|ASH|ASUR|AZZ|DCO|FA|FBIN|GHM|LEU|NSP|RRR|UTZ Archives

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
No letters found for AEO\|ASH\|ASUR\|AZZ\|DCO\|FA\|FBIN\|GHM\|LEU\|NSP\|RRR\|UTZ

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Adestella Investment Management	Red Rock Resorts	Consumer Discretionary	Casinos & Gaming	Bull	NASDAQ	California Migration, Casinos, development pipeline, Equity, Free Cash Flow, Gaming, Las Vegas, Locals Market, Nevada, Population growth, Real Estate, Regulatory Moat	View Pitch
Apr 27, 2026	Fund Letters	The Wolf of Harcourt Street	Graham Corp.	Industrials	Machinery	Bull	NYSE	backlog, Defense Contractor, Industrial Equipment, Monopoly, Navy, Nuclear Submarines, Pacific Deterrence, transformation	View Pitch
Apr 27, 2026	Fund Letters	Diamond Hill Mid Cap	Red Rock Resorts	Consumer Discretionary	Casinos & Gaming	Bull	NASDAQ	casino, Consumer Discretionary, entertainment, Gaming, Las Vegas, Locals Market, Resilient, wage inflation	View Pitch
Apr 27, 2026	Fund Letters	FMI International Equity	Fortune Brands Innovations Inc.	Industrials	Building Products	Bull	NYSE	Branded Portfolio, Building Products, defensive, market leader, Plumbing, Portfolio simplification, repair & remodel, Value	View Pitch
Apr 27, 2026	Fund Letters	FMI Large Cap Equity	Fortune Brands Innovations Inc.	Industrials	Building Products	Bull	NYSE	Branded Portfolio, Building Products, defensive, Housing Exposure, market leader, Plumbing, repair & remodel	View Pitch
Apr 27, 2026	Fund Letters	FMI Small Cap Equity	Fortune Brands Innovations Inc.	Industrials	Building Products	Bull	NYSE	brand portfolio, Branded Consumer, Building Products, Housing, Plumbing, repair & remodel, ROIC, Value	View Pitch

BSD Shareholders of AEOASHASURAZZDCOFAFBINGHMLEUNSPRRRUTZ

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

AEOASHASURAZZDCOFAFBINGHMLEUNSPRRRUTZ