AMG

AMG

AMG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Nov 5, 2025	Horos Asset Management	10.7%	23.7%	86.HK, ALNT SM, AMG, BIDU, PLX NA, PYPL, SOP FP, XPRO	Artificial Intelligence, Bubble risk, Capital Cycle, Energy Demand, Tech Valuations	The commentary details unprecedented AI-related capital expenditure and speculative valuations reminiscent of the dot-com bubble. Massive infrastructure investments by major tech companies raise concerns about capital efficiency, energy demand, and systemic risk. Horos remains cautious, avoiding AI-driven exuberance and favoring undervalued international and Iberian equities with strong balance sheets.		View
2024 Q3	Oct 31, 2024	Horos Asset Management	2.9%	9.8%	AMG, BRK/A, CATO, NOAH, PLX FP	-			View
2025 Q4	Jan 18, 2026	Ariel Small Cap Value Strategy	3.0%	0.0%	AMG, FDS, GNRC, KMT, NCLH, PSKY, REZI, RLI, SPHR, ZBRA	AI, Entertainment, insurance, Manufacturing, small cap, technology, value	Artificial intelligence continues to drive structural trends and productivity gains across industries, though benefits are unevenly distributed. The technology is contributing to market concentration and shifting competitive positioning, while raising questions about the durability of recent performance patterns. Data center market shows significant long-term growth potential driven by rising energy needs and artificial intelligence infrastructure expansion. Management emphasized strong momentum in this sector as a key growth driver. Live entertainment sector demonstrates robust consumer demand with Sphere Entertainment showing strengthening business fundamentals. The success of productions like The Wizard of Oz is accelerating discussions for future venue expansion both domestically and internationally. Cruise industry faces renewed skepticism despite record bookings and robust customer deposits. Norwegian Cruise Line maintains confidence in long-term demand supported by strategic capacity expansion and private island enhancements.	ZBRA RLI FDS NCLH GNRC REZI KMT AMG SPHR	View
2025 Q4	Jan 15, 2026	Lyrical Asset Management	2.0%	17.9%	AAPL, AER, AMG, AMZN, EBAY, EXPE, FFIV, FLEX, GOOGL, HCA, JCI, META, MSFT, NRG, NTAP, NVDA, SNX, TSLA, UBER, URI	EPS Growth, growth, international, Performance, valuation, value	Lyrical emphasizes their uncommon combination of value and growth, with their portfolio trading at a 78% discount to the S&P 500 while generating 10.6% EPS growth versus 6.6% for the S&P 500. The value spread between their portfolio and the S&P 500 is historically wide. The firm highlights strong performance in travel-related holdings including Expedia Group and AerCap Holdings. Air transportation industry cash flows show recovery with air lessors outperforming airlines and aircraft manufacturers from 2020-2025.		View
2025 Q4	Jan 14, 2026	Longleaf Partners Fund	-0.3%	-0.4%	ACI, AMG, ANGI, AVTR, CNX, DINO, DIS, EXO.MI, FDX, H, IAC, KHC, MAT, MGM, PCH, PVH, PYPL, REGN, RTX, RYN	Buybacks, Cash, Defensive, Leverage, Quality, value	Fund focuses on undervalued companies trading below intrinsic value with P/V ratio in low-60s%. Manager emphasizes buying quality companies at discounts and waiting for market recognition of value. Multiple portfolio companies engaged in significant share repurchases including Mattel ($600M), Regeneron, MGM (40% over 5 years), and PVH. Manager views buybacks as value-creating at current discounted prices. Holdings include Mattel with strong IP portfolio (Hot Wheels, Barbie, UNO) and upcoming movie releases, plus IAC's digital assets. Focus on companies with valuable content and intellectual property.	ANGI PVH PYPL MGM IAC REGN MAT DINO KHC	View
2023 Q3	Sep 30, 2023	Ariel Small Cap Value Strategy	10.1%	0.0%	AMG, BCO, LESL, LIND, MAT, NCLH, SPHR	-			View
2022 Q4	Sep 2, 2023	Longleaf Partners Fund	10.4%	10.3%	AMG, CNHI, CNX, DEI, GE, IAC, LUMEN SS, PVH, WBD	-			View
2022 Q4	Sep 2, 2023	Longleaf Partners Global Fund	14.8%	18.4%	AMG, CNX, GE, IAC, LUMN, TIGO, WBD	-			View
2024 Q2	Jul 31, 2024	Ariel Focus Fund	10.6%	0.0%	AMG, APA, CLB, GS, KKR, MHK, ORCL, SNA	-			View
2023 Q4	Feb 13, 2024	Horos Asset Management	2.9%	9.8%	7GE GR, AER, AMG, METC, SDE CN, TGS	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 17, 2026	Substack	PP Invest 007	AMG Advanced Metallurgical Group	Materials	Metals and Mining	Bull		AMG, chrome metal, Electric Vehicles, Lithium, materials, renewable energy, Usa, Vanadium, vertical integration	View Pitch
Feb 2, 2026	Seeking Alpha	Seeking Alpha	Affiliated Managers Group, Inc.	Financials	Asset Management	Bull	New York Stock Exchange	asset management, capital allocation, earnings growth, innovation, investment solutions, liquid alternatives, Strategic Partnerships, tax-aware strategies, U.S. wealth channel	View Pitch
Feb 2, 2026	Seeking Alpha	Seeking Alpha	Affiliated Managers Group, Inc.	Financials	Asset Management	Bull	New York Stock Exchange	asset management, capital allocation, earnings growth, innovation, liquid alternatives, Strategic Partnerships, tax-aware solutions, U.S. wealth channel	View Pitch
Jan 20, 2026	Fund Letters	John Rogers	Affiliated Managers Group Inc.	Financials	Asset Management & Custody Banks	Bull	New York Stock Exchange	Alternatives, Assetmanagement, Capitalallocation, Inflows, Wealth	View Pitch
Jan 20, 2026	Fund Letters	Charles K. Bobrinskoy	Affiliated Managers Group, Inc.	Financials	Asset Management & Custody Activities	Bull	New York Stock Exchange	Alternatives, asset management, capital allocation, Inflows, wealth management	View Pitch
Sep 20, 2025	Seeking Alpha	Seeking Alpha	Affiliated Managers Group, Inc.		Asset Management	Bull		Affiliated Managers Group, asset management, Baby bonds, dividend payments, high yield, interest rate risk, investment grade, investment management, long maturity, market volatility	View Pitch
Aug 8, 2025	Seeking Alpha	Arbitrage Trader	Affiliated Managers Group, Inc.	Financials	Asset Management	Bull	NYSE	—	View Pitch

BSD Shareholders of AMG

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.

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: