AMBC Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q4	Dec 31, 2024	Third Avenue Small-Cap Value Fund	-4.4%	3.3%	AMBC, FPH, OCFC	-			View
2025 Q3	Oct 21, 2025	Third Avenue Small-Cap Value Fund	7.2%	-	AMBC, BCC, ROG	Balance Sheet Strength, Insurance Distribution, Resource Conversion, small caps, Transformation	The fund targets small-cap companies undergoing metamorphosis structural change or resource conversion events such as Ambacs sale of its legacy business and shift into insurance distribution. It favors companies with strong balance sheets, self-help catalysts, and strategic flexibility that can drive long-term value creation independent of market cycles. The approach reflects Third Avenues preference for owning businesses in transition with multiple levers for value realization.	ROG BOISE AMBC AMBC	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Nov 29, 2025	Fund Letters	Vic Cunningham	Ambac Financial Group Inc.	Financials	Insurance Brokers & Services	Bull	NYSE	acquisition, Capital-light, Insurance, Mga, Tax assets, transformation	View Pitch
Nov 28, 2025	Fund Letters	Vic Cunningham	Ambac Financial Group Inc.	Financials	Insurance Brokers & Services	Bull	NYSE	acquisition, Capital-light, Insurance, Mga, Tax assets, transformation	View Pitch

BSD Shareholders of AMBC

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

AMBC

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of AMBC

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