ARIS|BAB LN|GDDY|GXI|III LN|IOT|IRTC|MIPS SS|RBC|SAIA|SPOT|SRT GR|TTD|WING Archives

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
No letters found for ARIS\|BAB LN\|GDDY\|GXI\|III LN\|IOT\|IRTC\|MIPS SS\|RBC\|SAIA\|SPOT\|SRT GR\|TTD\|WING

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Starboard Value	GoDaddy Inc.	Information Technology	Internet Services & Infrastructure	Bull	NASDAQ	activist, e-commerce, Free Cash Flow, internet services, margin expansion, Payments, recurring revenue, SaaS, share repurchases, turnaround, Value	View Pitch
Apr 28, 2026	Fund Letters	Spree Capital Advisers	The Trade Desk Inc	Software & Services	Internet Software & Services	Bull	NASDAQ	Ad Tech, digital advertising, Election Year, growth, platform, Programmatic, technology	View Pitch
Apr 28, 2026	Fund Letters	Carillon Eagle Mid Cap Growth Fund	Wingstop	Consumer Discretionary	Restaurants	Bear	NASDAQ	Chicken Wings, comparable-store sales, Fast casual, franchise model, Lower-Income Consumer, Restaurants	View Pitch
Apr 28, 2026	Fund Letters	Carillon Eagle Mid Cap Growth Fund	The Trade Desk	Communication Services	Interactive Media & Services	Bull	NASDAQ	adtech, Connected tv, digital advertising, independent platform, programmatic advertising, Strong Margins	View Pitch
Apr 27, 2026	Fund Letters	Carillon Eagle Mid Cap Growth Fund	The Trade Desk	Communication Services	Interactive Media & Services	Bull	NASDAQ	attractive valuation, competitive moat, Connected tv, digital advertising, independent platform, Programmatic, Strong Margins	View Pitch

BSD Shareholders of ARISBAB-LNGDDYGXIIII-LNIOTIRTCMIPS-SSRBCSAIASPOTSRT-GRTTDWING

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

ARISBAB-LNGDDYGXIIII-LNIOTIRTCMIPS-SSRBCSAIASPOTSRT-GRTTDWING