AVON-L

AVON-L

AVON-L

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2021 Q3 Sep 30, 2021 Castlebay Investments - - AVON.L, CRW.L, KNEBV, UL Acquisitions, Barriers, defense, innovation, Quality AVON.L
2022 Q2 Jun 30, 2022 Castlebay Investments - - AVON.L, RIO, TSLA, UL long-term, Quality, rates, United Kingdom, value
2026 Q1 Apr 21, 2026 abrdn International Small Cap Fund -5.4% -5.4% 2360.TW, 3374.TW, AVON.L, CURY3.SA, EVD.DE, FLRY3.SA, GTT.PA, IMD.AX, JUN3.DE, PAN.JO, RILBA.CO, VNT.AX defense, Defensive, healthcare, infrastructure, international, Mining, small caps
2026 Q1 Apr 13, 2026 Castlebay Investments - - AVON.L, CPG.L, CRNW, EW, ITRK.L, NVO, RELX.L Competitive Advantage, Compounding, Process Power, Quality, United Kingdom, value EW
ITRK.L
AVON.L
CPG.L
2021 Q4 Dec 31, 2021 VT Holland Advisors Equity Fund - - AVON.L, AZO, NVO, NXT.L Auto Aftermarket, Capital Allocation, inflation, Quality, Resilience, retail, Uk NXT.L
AVON.L
AZO

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 15, 2026 Fund Letters VT Holland Advisors Equity Fund Avon Protection Aerospace & Defense Aerospace & Defense Bull London Stock Exchange Aerospace & Defense, CBRN Protection, Defense Contractor, Design Authority, Respiratory Protection, strategic review, turnaround, UK
Jun 15, 2026 Fund Letters Castlebay Investments Avon Protection plc Aerospace & Defense Aerospace & Defense Bull New York Stock Exchange acquisition, Body Armor, Defense Contractor, Equity, First Responders, Helmets, high barriers to entry, law enforcement, Military Equipment, Respiratory Protection, Sole-source contracts, turnaround, US Department of Defense
Apr 23, 2026 Fund Letters Castlebay Investments Avon Technologies Aerospace & Defense Aerospace & Defense Bull New York Stock Exchange Aerospace & Defense, capital efficiency, CBRN Protection, Defense, Materials Science, Process Power, Respiratory Protection, Technology Lead

BSD Shareholders of AVON-L

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.

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