AHT Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 31, 2025	Turtle Creek Fund Test	0.4%	-	AHT, BFH, KNSL, SCI, WSC	Active Share, earnings growth, Mid Cap Equities, North America, Portfolio Upgrade	Quality: The portfolio has been upgraded toward market leaders, best-run operators, and durable niche businesses, raising average business quality. Valuation: Despite higher growth prospects, holdings trade near ~10x earnings with returns driven by earnings, not multiple expansion. Midcaps: Management highlights better prospective returns outside the S&P 500s elevated multiples, favoring mid-cap exposures.	CTAS KNSL WSC CTAS KNSL WSC	View

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

BSD Shareholders of AHT

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

AHT

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Letters With This Ticker

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BSD Shareholders of AHT

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