ALHG.PA Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Jul 24, 2026	Palm Harbour Capital	4.7%	-	ALHG.PA, LULU, MMB.PA, ONON, PRI.MI, VROE.OL, WOSG.L	Asia, Buybacks, Europe, Leverage, Publishing, small caps, Travel Retail, value		ALHG.PA	View
2024 Q4	Dec 31, 2024	Marlton Partners	13.2%	24.6%	ALHG.PA, API.L, AVAX-USD, BOL.PA, CAN.L, HAVAS.AS, JARA.L, JGC.L, MCG.JO, ODET.PA, PRSR.L, PSH.L, SOL-USD, TPOU.L, TURN, VIV.PA, VPLAY-B.ST	activism, catalysts, Investment Trusts, Liquidations, NAV Discount, real estate, special situations, value	Marlton focuses on asset-covered situations trading at discounts to net asset value with hard catalysts to unlock value. The fund systematically identifies candidates offering periodic exit opportunities at or near NAV across UK Investment Trusts and US Closed-End Funds. Portfolio includes liquidating REITs, controlled conglomerates, and various corporate actions.	API.L JARA.L JGC.L BOL.PA PRSR.L	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 28, 2026	Fund Letters	Palm Harbour Capital	Louis Hachette Group	Specialty Business Services	Publishing	Bull		Airport Retail, Catalyst-Driven, Corporate Restructuring, discount to NAV, Equity, Europe, france, holding company, Publishing, spinoff, Sum-of-parts, Travel Retail, Value	View Pitch

BSD Shareholders of ALHG-PA

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

ALHG-PA

ALHG-PA

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of ALHG-PA

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: