AMG

AMG

AMG

Market Cap: $9.34B

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q3 Sep 30, 2025 City Different Investments – Multi-Cap Core 6.3% 15.0% AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO long-term, multi-cap, Research, stock selection, value
2024 Q3 Sep 30, 2024 Tarkio Fund - - AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO growth, multi-cap, Quality, small caps, value
2025 Q2 Jul 22, 2025 Longleaf Partners Global Fund 10.5% 8.1% AMG, ANGI, BIO, CNX, DINO, ERF.PA, EXO.MI, FDX, GLB.L, IAC, KHC, MAT, PHG, PVH, REGN, RKT.L Buybacks, global, healthcare, Spin-Offs, Trade Policy, undervalued, value FDX
REGN
KHC
LH.PA
GLB.L
CANAL.PA
CAN LN
2024 Q1 May 7, 2024 Longleaf Partners Global Fund 14.8% 18.4% AMG, BIO, CNX, DHER.DE, EQT, EXOR.MI, FBIN, FDX, FFH.TO, FIS, GLB.L, H, IAC, K, LYV, MLCO, PRX.AS, PVH, TIGO, WBD Buybacks, global, Logistics, Media, Natural Gas, technology, value WBD
FIS
FDX
CNX
2024 Q1 May 7, 2024 Longleaf Partners Fund 10.4% 10.3% AMG, BIO, CHTR, CNHI, CNX, FBHS, FDX, FFH, FIS, H, IAC, K, LBRDA, LYV, MAT, RTX, WBD, WMG Buybacks, free cash flow, Logistics, Media, Natural Gas, technology, value WBD
LBRDA
FDX
CNX
FIS
2023 Q1 Apr 17, 2023 Pittenger & Anderson - - AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO long-term, multi-cap, Research, stock selection, value
2025 Q1 Apr 16, 2025 Horizon Investment - - AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO mid cap, multi-cap, Quality, small caps, value
2025 Q1 Apr 12, 2025 Longleaf Partners Fund -5.1% -5.1% ACI, AMG, BIO, CNX, EXOR.MI, FDX, FIS, HFC, IAC, MAT, PVH, PYPL, RTX Buybacks, energy, healthcare, technology, Trade Policy, value PVH
PYPL
FDX
CNX
BIO
RTX
MAT
IAC
ACI
2025 Q4 Feb 22, 2026 City Different Investments – Multi-Cap Core 2.8% 18.1% AMG, APG, CHTR, FLYW, GILD, GOOGL, KMX, LOPE, META, MSFT, NFLX, SBUX, SCHW, TGT, TMO Behavioral, Diversified, long-term, multi-cap, value FLYW
2023 Q3 Dec 10, 2023 Longleaf Partners Fund 10.4% 10.3% AMG, BIO, CNH, CNX, FDX, FFH, GE, HAS, IAC, LBRDK, MAT, MGM, WBD, WMG Buybacks, Concentration, energy, Media, Quality, value 0GEG LN
NWBD.L
IAC
AMAT
WMG
CNX
2024 Q3 Oct 31, 2024 Horos Asset Management 2.9% 9.8% 0700.HK, 8002.T, 8031.T, 8053.T, 8058.T, 8113.T, AAPL, AMG, AMZN, APAM.PA, CKN.L, GOOGL, META, MG, MSFT, NOAH, NPN.L, NVDA, PLUX.PA, SEM.LS Asia, China, Japan, Patience, value, volatility PLUX.PA
NOAH
2023 Q3 Oct 25, 2023 GDS Investments - - AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO financials, healthcare, multi-cap, Quality, small caps, value
2025 Q3 Oct 19, 2025 EdgePoint Global - - 6702.T, AAPL, ALFA.ST, AME, AMG, AMS.PA, AMZN, APO, ATD.TO, AVGO, BAC, BAES.L, BERY, BKNG, BN.TO, CFR.SW, CSX, ELV, FFH.TO, FLS, FNV.TO, GIB.A.TO, GOOGL, ICE, JLL, LECO, MAT, META, MIDD, MMC, MSFT, MSI, NFLX, NSC, NVDA, PEY.TO, PM, PSMT, QCOM, QSR, RBA.TO, ROST, SAF.PA, SAP, TEL, TSM, UNVR, VRTX active management, AI, Concentration, global, Quality, technology, value Franco-Nevada Corporation
Mattel Inc.
SAP SE
TE Connectivity plc
AMA SM
2024 Q3 Oct 16, 2024 Longleaf Partners Fund 10.4% 10.3% AMG, BIO, CNX, FDX, FIS, IAC, K, LYV, MAT, MGM, PVH, PYPL Buybacks, gaming, Logistics, Natural Gas, payments, value FDX
MGM
PYPL
CNX
K
2024 Q3 Oct 16, 2024 Longleaf Partners Global Fund 14.8% 18.4% 0700.HK, AMG, CNX, DHER.DE, ERF.PA, EXO.MI, FDX, FIS, GLB.L, IAC, K, MGM, ODFL, PRX.AS, SAIA, TCOM, TIGO, UBER, WMG Buybacks, E-Commerce, gaming, global, Logistics, Natural Gas, value MGM
FDX
PRX.AS
ERF.PA
CNX
K
DHER.DE
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 ZBRA
RLI
FDS
NCLH
GNRC
REZI
KMT
AMG
SPHR
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
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 ANGI
PVH
PYPL
MGM
IAC
REGN
MAT
DINO
KHC
2023 Q3 Sep 30, 2023 Ariel Small Cap Value Strategy 10.1% 0.0% AMG, BCO, LESL, LIND, MAT, MEI, NCLH, SPHR consumer, Entertainment, Leisure, Logistics, small caps, Travel, value AMG
NCLH
LESL
LIND
BCO
AMAT
SPHR
2022 Q4 Sep 2, 2023 Longleaf Partners Fund 10.4% 10.3% AMG, CNHI, CNX, DEI, GE, IAC, LUMEN SS, PVH, WBD -
2022 Q4 Sep 2, 2023 Longleaf Partners Global Fund 14.8% 18.4% AMG, CNX, GE, IAC, LUMN, TIGO, WBD -
2024 Q2 Jul 31, 2024 Ariel Focus Fund 10.6% 0.0% AMG, APA, CLB, GS, KKR, MHK, ORCL, SNA AI, energy, financials, large cap, Oil Services, technology, value AMG
SNA
APA
MHK
GS
ORCL
2024 Q2 Jul 23, 2024 Longleaf Partners Fund 10.4% 10.3% AMG, BIO, CHTR, CNHI, CNX, FDX, FIS, IAC, K, MAT, MGM, OD, PVH, RTX Buybacks, Concentration, free cash flow, Logistics, Margins, value MAT
CNHI
BIO
FDX
2024 Q2 Jul 23, 2024 Longleaf Partners Global Fund 14.8% 18.4% AC.PA, AMG, BIO, CFR.SW, CNX, DHER.DE, ENT.L, ERF.PA, EXOR.MI, FDX, FIS, GLB.L, IAC, K, MAT, MGM, PRX.AS, TIGO, VIV.PA, WBD Buybacks, Europe, free cash flow, global, Margins, technology, valuation, value DHER.DE
ERF.PA
BIO
FDX
PRX.AS
MILL.ST
2023 Q2 Jul 19, 2023 Longleaf Partners Fund 10.4% 10.3% AMG, CNH, CNX, FBHS, FDX, FFH, FI, FIS, GE, H, HAS, IAC, K, LBRDK, LYV, MAT, MGM, PVH, WBD, WMG concentrated, consumer discretionary, Media, Mega Cap, technology, value NWBD.L
IAC
LLYVA
2023 Q2 Jul 19, 2023 Longleaf Partners Global Fund 14.8% 18.4% AMG, CNX, ERF.PA, EXOR.MI, FDX, FI, FIS, GE, H, HAS, IAC, K, LYV, MGM, MLCO, PRX.AS, PVH, TIGO, WBD, WMG Buybacks, concentrated, discount, global, Media, value NWBD.L
TIGO
IAC
LLYVA
2023 Q1 Apr 20, 2023 Longleaf Partners Global Fund 14.8% 18.4% 0001.HK, AC.PA, AMG, CNXC, FDX, FFH.TO, GE, GLB.L, GOOGL, H, IAC, LUMN, MAT, MGM, MLCO, PVH, WBD, WMG concentrated, discount, global, industrials, Logistics, Media, value LUMN
MGM
FDX
TIGO
0GEG LN
NWBD.L
2023 Q1 Mar 31, 2023 Ariel Fund 12.1% 0.0% ADTL, AMG, APA, BOKF, BWA, GS, IPG, JLL, LESL, LMT, MAT, MHK, MOS, MSGE, ORCL, PARA, PGR, RCL, SNAP, ZBRA Banking, Commercial real estate, energy, interest rates, Mid Caps, Regional Banks, small caps, value
2023 Q4 Feb 13, 2024 Horos Asset Management 2.9% 9.8% AERCF, ALNT.MC, AMG, NHH.MC, SPTN.TO, TGS, VID.MC Aircraft, catalysts, Coal, Europe, Inefficiencies, Portugal, Spain, value
2023 Q4 Jan 17, 2024 Longleaf Partners Fund 10.4% 10.3% AMG, BIO, CNHI, CNX, FBHS, FDX, FFH, FIS, GE, H, IAC, K, LBRDK, LUMN, LYV, MAT, MGM, PVH, RTX, WBD Buybacks, financials, Logistics, Quality, Travel, value ^HSI
MGM
FFH
FDX
PVH
NWBD.L
2023 Q4 Jan 17, 2024 Longleaf Partners Global Fund 14.8% 18.4% AMG, BIO, CNX, DHER.DE, ERF.PA, EXOR.MI, FBHS, FDX, FFH.TO, FIS, GE, K, LUMN, LYV, MAT, MGM, MLCO, PVH, TIGO, WBD Banking, Buybacks, global, portfolio, Quality, returns, value
2024 Q4 Jan 16, 2025 Longleaf Partners Fund -1.3% 8.8% ACI, AMG, BIO, CNX, DINO, EXO, FBIN, FDX, FFH, FIS, IAC, K, LBRDK, LYV, MAT, MGM, PYPL, RTX, WBD, WMG Buybacks, energy, Media, Natural Gas, payments, technology, value
2024 Q4 Jan 16, 2025 Longleaf Partners Global Fund -6.7% 10.5% 0700.HK, 4613.T, AC.PA, ACI, AMG, BIO, CFR.SW, CMCSA, CNX, ENT.L, ERF.PA, EXO.MI, FBIN, FDX, FFH.TO, FIS, H, HFC, IAC, K, LYV, MGM, MLCO, PRX.AS, PVH, RKT.L, TCOM, TIGO, WBD, WMG Buybacks, global, inflation, Media, Natural Gas, Spin-Offs, Trump, value

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026 Fund Letters Ariel Small Cap Value Strategy Affiliated Managers Group, Inc. Financials Capital Markets Bull NYSE alternative assets, asset management, Boutique Firms, Distribution, operational independence, partnership model, Revenue-sharing, Succession Planning
Apr 13, 2026 Fund Letters Ariel Focus Fund Affiliated Managers Group Inc Financials Asset Management & Custody Banks Bull NYSE alternative assets, asset management, Boutique, financial services, Partnership, Succession, Value
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
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
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
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
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
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
Aug 8, 2025 Seeking Alpha Arbitrage Trader Affiliated Managers Group, Inc. Financials Asset Management Bull NYSE

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
Ray Dalio Bridgewater Associates $27.4B $3.8M 0.01% 13,159 -1,175 -8.20% 0.0406%
Dmitry Balyasny Balyasny Asset Management $76.6B $66.8M 0.09% 231,675 -104,388 -31.06% 0.7152%
Israel Englander Millennium Management LLC $233.2B $229.5M 0.10% 796,010 -221,103 -21.74% 2.4574%
Jeremy Grantham GMO LLC $39.1B $3.2M 0.01% 11,259 -5,299 -32.00% 0.0348%
Murray Stahl Horizon Kinetics $7.4B $632,774 0.01% 2,195 +217 +10.97% 0.0068%
Mason Hawkins Southeastern Asset Management $2.2B $1.6M 0.07% 5,562 -1,276 -18.66% 0.0172%
Brian Ashford-Russell Polar Capital Holdings $25.8B $30.9M 0.12% 107,245 +28,722 +36.58% 0.3311%
Mario Gabelli GAMCO Investors $10.4B $576,560 0.01% 2,000 -775 -27.93% 0.0062%
John Rogers Ariel Investment $9.3B $340.8M 3.68% 1,182,223 -81,601 -6.46% 3.6496%
Richard Kayne & John Anderson Kayne Anderson Rudnick Investment Management $37.3B $1,730 0.00% 6 -13 -68.42% 0.0000%