ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN Archives

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
No letters found for ASIC\|CWAN\|INSP\|KRMN\|KTOS\|MAC\|MEG\|RH\|WYNN

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Warden Capital	Macerich Company	Real Estate	Retail REITs	Bull	NYSE	Inflation Recovery, Leasing Pipeline, Mall, NOI growth, REIT, Rental Escalations, retail	View Pitch
Apr 28, 2026	Fund Letters	Headwaters Capital	Inspire Medical Systems Inc	Health Care Equipment & Services	Health Care Equipment	Bull	NYSE	CPAP Alternative, GLP-1, healthcare, Medical Device, Neurostimulation, Obesity, sleep apnea	View Pitch
Apr 28, 2026	Fund Letters	Polen Capital - U.S. SMID Company Growth	Clearwater Analytics	Information Technology	Application Software	Bull	NYSE	Flywheel Company, Institutional Clients, Investment Analytics, margin expansion, Portfolio Reporting, recurring revenue, SaaS, Scale Advantages	View Pitch
Apr 28, 2026	Fund Letters	NCG Small Cap Growth Strategy	Clearwater Analytics Holdings	Information Technology	Application Software	Bull	NYSE	2021 IPO, Analytics Platform, Asset Managers, Insurance, Investment Accounting, market share gains, SaaS, valuation opportunity	View Pitch
Apr 28, 2026	Fund Letters	NCG SMID Cap Growth Strategy	Clearwater Analytics Holdings	Information Technology	Application Software	Bull	NASDAQ	analytics software, Asset Managers, Insurance, Investment Accounting, market share gains, Post-IPO, SaaS, valuation opportunity	View Pitch
Apr 28, 2026	Fund Letters	Wasatch Small Cap Growth Strategy	Inspire Medical Systems, Inc.	Health Care	Health Care Equipment & Supplies	Bull	NYSE	GLP-1 Impact, Healthcare Equipment, medical technology, Minimally Invasive, Patient Throughput, sleep apnea, Surgical Procedures	View Pitch
Apr 28, 2026	Fund Letters	Summers Value Fund	Inspire Medical	Health Care Equipment & Supplies	Health Care Equipment	Bull	NASDAQ	growth, Healthcare Technology, market leader, Medical Device, Neurostimulation, sleep apnea, turnaround	View Pitch
Apr 28, 2026	Fund Letters	Carillon Eagle Mid Cap Growth Fund	Wynn Resorts	Consumer Discretionary	Casinos & Gaming	Bull	NASDAQ	Casinos, Gaming, international markets, Luxury Resorts, Macau Recovery, UAE Expansion	View Pitch
Apr 27, 2026	Fund Letters	Carillon Eagle Mid Cap Growth Fund	Wynn Resorts	Consumer Discretionary	Casinos & Gaming	Bull	NASDAQ	Casinos, Gaming, international markets, Luxury Resorts, Macau, recovery, uae	View Pitch
Apr 27, 2026	Fund Letters	Wasatch Small Cap Growth Strategy	Inspire Medical Systems, Inc.	Health Care	Health Care Equipment & Supplies	Bull	NYSE	Healthcare Technology, margin expansion, Medical devices, Minimally Invasive, Revenue Growth, sleep apnea, Unmet Medical Need	View Pitch

BSD Shareholders of ASICCWANINSPKRMNKTOSMACMEGRHWYNN

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

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