ALK

ALK

ALK

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 27, 2025	Diamond Hill Small-Mid Cap Strategy	5.4%	1.0%	ALK, ASH, CCS, CIVI, COOP, FCN, GNRC, GTES, ICLR, KNF, MTN, NSP, POST, RRR, RRX, TKO.TO, WCC	energy, mid cap, small cap, tariffs, technology, Trade Policy, value	President Trump's Liberation Day tariffs announcement caused market volatility in April, followed by new trade deals with UK and China. US-China agreed to cut tariffs for 90 days in May, though progress has stalled since then.	FCN WCC RRR	View
2026 Q1	May 13, 2026	AMG Frontier Small Cap Growth	3.2%	3.2%	ALK, ENTG, GENI, KEX, LBRT, LMND, UCTT	AI, growth, healthcare, Industrial, Onshoring, small caps, technology, Transportation			View
2025 Q1	Apr 24, 2025	Diamond Hill Mid Cap	-1.3%	-1.3%	AIG, ALK, ASH, BSX, CIEN, COOP, ESAB, HII, ILMN, L, MLM, RRX, RYN, ST, TFX, TRU, UDR, VRSN, VTR, WCC	defense, financials, healthcare, mid cap, tariffs, Trade Policy, value, volatility	President Trump announced significant tariffs including Liberation Day tariffs and threatened 104% tariffs on China in response to retaliation. Markets are nervous about wholesale reworking of global trade landscape affecting historical allies like Taiwan. Companies are preemptively announcing US investments to avoid tariffs.		View
2025 Q1	Apr 24, 2025	Diamond Hill Small-Mid Cap Strategy	-4.2%	-4.2%	ALGT, ALK, BLDR, CIEN, COOP, CTRA, HII, ILMN, INFA, LOB, MGY, RRX, RYN, SXT, TFX, TRU, VRSN, WCC, WNS	defense, mid cap, small cap, tariffs, Trade Policy, value, volatility	President Trump announced significant tariffs including a 104% tariff on China in response to retaliation, creating tremendous uncertainty around trade policy shifts. Markets are struggling to digest whether tariffs are negotiation tactics or permanent reshaping of world trade order. The US-China trade relationship is front and center in this showdown with potential for full-blown trade war.		View
2024 Q4	Dec 31, 2024	Diamond Hill Mid Cap	-2.4%	10.6%	ALK, ARW, ASH, CIEN, CUBE, FCX, FWONA, ICON, INFA, JLL, LPLA, NVR, OZK, RRR, SOLV, TDY, TFX, WBS, WCC	Data centers, healthcare, Intrinsic Value, mid cap, Trade Policy, value	Trade policy uncertainty has fueled a rise in the US dollar and is roiling local politics globally. Fears and speculation around which countries will be primary tariff targets sparked market shifts in Q4. Trade uncertainty is affecting emerging markets currencies and prompting fiscal reckonings in countries like Brazil.		View
2023 Q4	Jan 29, 2024	Focus Wealth Management	-	-	AAPL, ALK, AMZN, GOOGL, HA, META, MSFT, NVDA, TSLA	Alternatives, Canada, dividends, fixed income, international, mid cap, private credit, value	Focus employs a sound, value-based philosophy using bottom-up security selection. They find opportunities in mid-sized companies trading at attractive valuations with strong business models and healthy balance sheets. International stocks trade at meaningful discounts to North American stocks, with UK market offering dividend yield nearly three times that of S&P 500.		View
2024 Q1	Apr 29, 2024	Stenham Asset Management	13.9%	13.9%	005930.KS, AAPL, AIR.PA, ALK, AMAT, ASML, BA, CLNX.MC, GE, NVDA, SAF.PA, TSM, UAL	aerospace, AI, semiconductors, technology, Travel	Semiconductor equipment providers ASML and Applied Materials benefited from long-term secular growth in chip manufacturing costs, rising from $1bn facilities a decade ago to $20bn today. The industry is supported by geopolitical tensions driving semiconductor sovereignty initiatives, with Samsung and TSMC committing $69bn in new US investments. AI demand is driving exponentially more advanced chips, with Nvidia's latest GPU processing 600x more operations than an iPhone chip.	CLNX.MC AIR.PA SAF.PA GE AMAT ASML	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

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Dec 5, 2025	Fund Letters	Chris Welch	Alaska Air Group, Inc.	Industrials	Airlines	Bull	NYSE	Airlines, Capacity, Cyclicality, Demand, valuation	View Pitch

BSD Shareholders of ALK

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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