AER|AWI|MUSA|NEU|SAIA|WTM Archives

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
No letters found for AER\|AWI\|MUSA\|NEU\|SAIA\|WTM

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	The London Company SMID Cap	White Mountains Insurance Group Ltd.	Financials	Multi-line Insurance	Bull	NYSE	Bermuda, book value growth, capital allocation, Conservative Underwriting, Insurance, Private Investment Fund	View Pitch
Apr 28, 2026	Fund Letters	SouthernSun SMID Cap	Armstrong World Industries, Inc.	Materials	Building Products	Bull	NYSE	Building Products, Ceiling Systems, Commercial Construction, defensive, Diversified End Markets, Equity, market leader, Pricing power	View Pitch
Apr 28, 2026	Fund Letters	SouthernSun Small Cap	Murphy USA, Inc.	Consumer Discretionary	Specialty Retail	Bull	NYSE	capital discipline, Convenience Store, Fuel Retail, High Volume, Low-Cost Operator, Same-Store Growth, share repurchases, Walmart Outparcels	View Pitch
Apr 28, 2026	Fund Letters	SouthernSun SMID Cap	Murphy USA, Inc.	Consumer Discretionary	Specialty Retail	Bull	NYSE	convenience stores, Fuel Retail, industry consolidation, Low-Cost Model, Same-Store Growth, share repurchases, Walmart Outparcels	View Pitch
Apr 28, 2026	Fund Letters	The London Company Large Cap	NewMarket Corporation	Materials	Specialty Chemicals	Bull	NYSE	cash flow, debt reduction, materials, Petroleum Additives, Pricing power, share repurchases, specialty chemicals	View Pitch
Apr 28, 2026	Fund Letters	Artemis US Select Fund	Saia Inc	Industrials	Trucking	Bull	NASDAQ	Capacity-Reduction, industry consolidation, LTL Freight, market share gains, Network Utilization, Pricing power, Trucking	View Pitch
Apr 27, 2026	Fund Letters	The London Company Small Cap	White Mountains Insurance Group Ltd	Financials	Insurance	Bull	NYSE	AOCI, balance sheet, Banking Contagion, Duration Mismatch, Equity, financial services, Insurance	View Pitch
Apr 27, 2026	Fund Letters	The London Company Small Cap	Murphy USA Inc	Consumer Discretionary	Specialty Retail	Bull	NYSE	capital allocation, cash flow, convenience stores, Equity, Gasoline Stations, Share Buybacks, Specialty retail	View Pitch
Apr 27, 2026	Fund Letters	The London Company Small-Mid Cap	Murphy USA	Consumer Discretionary	Specialty Retail	Bull	NYSE	cost structure, Fuel Retail, High Volume, Location Advantage, Low Price, share repurchases, vertical integration, Walmart	View Pitch
Apr 27, 2026	Fund Letters	The London Company SMID Cap	Murphy USA	Consumer Discretionary	Specialty Retail	Bull	NYSE	commodity pricing, cost structure, Fuel Retail, High Volume, Low Price Strategy, Share Buybacks, vertical integration, Walmart partnership	View Pitch

BSD Shareholders of AERAWIMUSANEUSAIAWTM

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

AERAWIMUSANEUSAIAWTM