BALL

BALL

BALL

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q2	Aug 1, 2023	NZS Capital – Growth	-	-	AMZN, ASML, BALL, CDNS, CGNX, CSTM, DHR, FI, GOOGL, ISRG, LIN, LRCX, MSFT, OKTA, PGR, PYPL, RGEN, SUI, TXN, WDAY	AI, Cloud, Digital Economy, growth, innovation, semiconductors, technology	The manager views AI as creating vast opportunity for change with a wide range of outcomes, similar to the early days of the internet. AI has widened the range of outcomes for all companies and increased disruption risk. The manager believes some AI-themed stocks and large platform companies have become marginally less attractive due to this uncertainty.		View
2024 Q2	Jul 3, 2024	LRT Capital Management	0.0%	15.8%	ABG, ALB, BALL, CCI, CHE, CIGI, DECK, DINO, ELS, EXPO, GPN, LAD, NOC, RLI, SSD, TSM, TTC, TXN, WH, XOM	Beta Hedging, Long/Short, quantitative, risk management, Systematic			View
2024 Q2	Jul 12, 2024	Parnassus Value Equity Fund	7.3%	13.7%	ALGN, AVGO, BAC, BALL, BAX, BEP, BK, CMCSA, CSCO, GOOGL, GPN, INTC, MSFT, MU, NICE, ORCL, SPGI, SYY, TSM, VZ	AI, financials, healthcare, large cap, semiconductors, technology, value	The fund maintains strategic investments in Information Technology that should benefit from AI advancements. AI-related storylines continued to drive investor focus during the quarter. The fund sees upside from AI infrastructure spend through holdings like Broadcom.		View
2024 Q1	May 7, 2024	Upslope Capital Management	14.8%	18.1%	8697.T, ATR, BALL, BARN.SW, CACI, CHG.L, DPLM.L, FTT.TO, GRMN, HSY, INTC, KOG.OL, NVT, NWC.TO, TECN.SW	Cocoa, commodities, defense, Hedging, Long/Short, mid cap, value	Unprecedented surge in cocoa prices creating crisis for chocolate industry. Manager sees this as opportunity for large players like Barry Callebaut and Hershey to gain market share from smaller competitors who may be wiped out. Expects cocoa prices to eventually revert like other commodity squeezes in history.	HSY BARN.SW	View
2026 Q1	May 13, 2026	Broyhill Asset Management	-8.9%	-8.9%	AVTR, BALL, CACI, FMS, FND, IQV, KW, LEG, MAS, MC.PA, MSFT, PM, RKT.L, RTO.L, SHC, SMWT, VVV, WOSG.L	AI, Defensive, Europe, healthcare, Quality, value		FND MAS SW MSFT SHC AVTR IQV RB.L BALL RTO VVV	View
2024 Q1	Apr 27, 2024	Parnassus Mid Cap Growth Fund	8.6%	13.3%	A, ADYEN.AS, ANSS, BALL, BMRN, CSGP, EFX, GWRE, KLAC, LRCX, LULU, MELI, NTR, PGR, PTC, SNPS, SQ, TEAM, TT, WDAY	AI, growth, healthcare, mid cap, semiconductors, software, technology	Artificial Intelligence helped lift earnings, particularly among technology stocks. The revolutionary potential of AI may drive a super-cycle in semiconductors, as AI technology will move from the data center to laptops and smartphones.		View
2024 Q1	Apr 27, 2024	Parnassus Value Equity Fund	7.3%	13.7%	BAC, BALL, BEPC, BIIB, BMRN, CHTR, CMI, DOX, FIS, GILD, INTC, MU, NICE, ORCL, PFE, PGR, SPGI, SYY, VZ, WDC	AI, financials, large cap, semiconductors, technology, value	The artificial intelligence related momentum and optimism that characterized much of 2023's market activity continued in the quarter, especially within the Semiconductor industry. NICE is positioned to benefit as enterprises continue to embrace AI and cloud-based solutions for customer experience software.		View
2023 Q1	Apr 27, 2023	NZS Capital – Growth	-	-	ABNB, AMZN, ASML, BALL, CDNS, CRM, CSGP, CSTM, DHR, GOOGL, LIN, MELI, MRNA, MU, NEE, NTDOY, NVDA, ORSTED.CO, TSM, WDAY	AI, Digital Transition, growth, innovation, semiconductors, technology	Generative AI is accelerating innovation and disruption across sectors, with ChatGPT reaching 100M users in two months. Enterprise SaaS companies need AI strategies or risk being left behind by new entrants. The firm adjusted portfolio positioning to favor early AI beneficiaries.		View
2023 Q1	Apr 15, 2023	Torre Financial	16.7%	16.7%	7741.T, ADSK, ADYEN.AS, AMZN, APH, ASML, BALL, CCJ, CDNS, CMG, DHR, DOXI, FAST, FISV, GOOG, HXGN, LIN, MCHP, MELI, MSFT, NEE, OKTA, PGR, RGEN, WDAY	Adaptability, AI, global, growth, innovation, semiconductors, technology	AI marks a new wave of productivity advances, potentially more impactful than the last 40 years. The infrastructure for AI is mostly in place, unlike previous innovation cycles. AI will bring substantial changes to business models and could be an important driver for deflation.	ACGL\|APH\|COO\|CSGP\|DKNG\|GWRE\|IDXX\|IOT\|IT\|LPLA\|MSCI\|MTD\|PCOR\|ROP\|TECH\|VRSK	View
2024 Q4	Dec 31, 2024	Parnassus Core Equity Fund	0.3%	18.5%	AMZN, AVGO, BAC, BALL, CI, CME, CRM, DE, DHI, FERG, FI, INTC, KLAC, LIN, LLY, O, ORCL, SYY, VRTX, WDAY	Cloud, Esg, healthcare, large cap, materials, Pharmaceuticals, technology, value	AI remained a dominant theme throughout 2024, with companies like Oracle gaining market share in cloud-based training of generative AI models and Broadcom benefiting from AI chip sales. The fund expects the path and continuation of frontier AI model scaling to be a notable driver of investment returns in 2025, along with greater AI usage and workflow integration across consumer and enterprise businesses.	VRTX KLAC WDAY LLY FERG	View
2024 Q4	Dec 31, 2024	Parnassus Value Equity Fund	-1.5%	12.0%	ABNB, ALGN, AMAT, AMZN, AVGO, AZN, BALL, BAX, BIIB, BK, DHI, GOOGL, GPN, INTC, MU, NICE, ORCL, PGR, SCHW, TSM	AI, financials, healthcare, large cap, semiconductors, technology, value	The fund benefited from AI-driven performance in holdings like Broadcom, which achieved record revenues from AI projects and custom chips for AI infrastructure. Oracle gained market share in cloud-based training of generative AI models through strategic partnerships. Applied Materials was added as a leading supplier of wafer fabrication equipment critical for AI semiconductor manufacturing.	V AMAT NVO AZN ABNB	View
2023 Q4	Dec 31, 2023	Platinum Global Fund (Long Only)	3.2%	14.3%	005930.KS, 1928.HK, 6862.T, BALL, BAX, CATL, HEIA.AS, IFX.DE, IGPA.NS, JD.L, MU, PDD, RBI.VI, TCOM, TRU, UBS, UPM.HE, WIZZ.L, ZTO	Beverages, Cautious, E-Commerce, global, Opportunities, semiconductors	After a difficult couple of years, semiconductor company shares are turning up on recovering demand for core chips for PCs and mobile phones but also on the increased demand for the high-end chips required for AI-focused technologies. Broad strength across semiconductor names including Micron, Infineon and Samsung Electronics.		View
2023 Q3	Nov 1, 2023	NZS Capital – Growth	-	-	ADYEN.AS, APH, ASML, BALL, CCJ, CMG, DHR, DOX, FI, GOOGL, HXGBY, MCHP, NEE, OKTA, PGR, RGEN	AI, Automation, Energy Transition, growth, innovation, semiconductors, technology	AI marks a new wave of productivity advances, potentially more impactful than the last 40 years. The infrastructure for AI is mostly in place, unlike previous innovation cycles. AI will bring substantial changes to business models and could be an important driver for deflation.	ACGL\|APH\|COO\|CSGP\|DKNG\|GWRE\|IDXX\|IOT\|IT\|LPLA\|MSCI\|MTD\|PCOR\|ROP\|TECH\|VRSK	View
2023 Q4	Nov 1, 2024	Upslope Capital Management	14.8%	18.1%	8697.T, ATR, BALL, CACI, CHG.L, DPLM.L, EMG.L, FTT.TO, GRMN, INTC, KOG.OL, NVT, NWC.TO, TECN.SW	defense, Geopolitical, Long/Short, mid cap, reshoring, technology, value	Manager emphasizes defense stocks as a key investment theme driven by geopolitical tensions in Ukraine, Israel, and China. Specific investments include Chemring (UK defense contractor) and Kongsberg Gruppen (Norwegian defense company), with the manager stating to own defense stocks and broad reshoring winners.	INTC NWC.TO BWXT\|CCO CN\|NVTS\|PACK\|QDEL\|SG CHG.L	View
2024 Q3	Oct 28, 2024	Parnassus Core Equity Fund	5.5%	18.2%	ADBE, AMAT, AMZN, BALL, CHTR, CRM, DE, DHI, GOOGL, ICE, INTC, MA, MSFT, MU, NVDA, O, SHW, SNPS, SYK, WM	AI, financials, large cap, materials, Quality, semiconductors, technology	The fund maintains exposure to companies benefiting from the shift away from legacy computing infrastructure to AI infrastructure, including accelerated and cloud computing, semiconductors, software and other companies benefiting from these capabilities. They have a portfolio theme around companies with hyperscale exposure and are monitoring for overinvestment and excessive valuations.		View
2024 Q3	Oct 28, 2024	Parnassus Value Equity Fund	7.3%	13.7%	AMZN, AXP, BAC, BALL, BIIB, BK, CBRE, CHTR, DE, DHI, GOOGL, INTC, MU, ORCL, PGR, SCHW, SPGI, SYY, UNH, VZ	financials, healthcare, large cap, rates, technology, value	The fund pursues strong risk-adjusted returns by owning a concentrated portfolio of U.S. large cap stocks that are temporarily out of favor relative to their history or peers. Recent additions of UnitedHealth Group and Amazon exemplify purchasing high-quality businesses at discounted valuations during temporary issues.	AMZN UNH	View
2024 Q3	Oct 2, 2024	LRT Capital Management	0.0%	15.8%	ABG, ALGN, AMT, APO, BALL, CAAP, CGNX, CHE, CIGI, COP, DINO, EXPO, FIX, MCK, NOC, PAGS, RLI, SAIA, SSD, TSM	Alpha Generation, Long/Short, quantitative, risk management, Systematic			View
2022 Q3	Oct 18, 2022	Upslope Capital Management	14.8%	18.1%	BALL, BOLSAA MM, BWXT, CACI	-			View
2023 Q3	Oct 17, 2023	Upslope Capital Management	14.8%	18.1%	8697.T, ATR, BALL, CACI, DPLM.L, EMG.L, FTT.TO, GRMN, KOG.OL, TECN.SW	defensives, Geopolitical, Long/Short, mid cap, rates, value	Markets have become narrowly focused on GLP-1 weight-loss drugs as one of two big themes. The crudeness with which markets have responded to perceived exposure to GLP-1 drugs has created opportunities, as companies have been bluntly shoved into winner/loser buckets. Ball Corp faces highly uncertain GLP-1 weight-loss drug impact but this is being priced with certainty.	BALL	View
2025 Q3	Oct 15, 2025	Parnassus Value Equity Fund	7.5%	-	ABNB, ABT, BAC, BALL, BK, CBRE, CMI, DE, DHI, GOOGL, HD, JPM, MA, NICE, NVO, ORCL, SPGI, SYK, TSM, WDC	AI, financials, healthcare, large cap, Quality, technology, value	The AI megatrend is fueling demand for high-capacity, cost-effective storage and driving positive sentiment toward IT holdings. Oracle continues to benefit from the AI megatrend with accelerating cloud growth, while Taiwan Semiconductor Manufacturing Company benefits from growing demand for AI chips.		View
2025 Q4	Jan 18, 2026	Parnassus Core Equity Fund	1.6%	11.6%	AAPL, AMAT, AMD, AZO, BALL, BRO, CRM, DHR, EFX, FISV, GOOGL, HD, KLAC, LIN, LLY, MSFT, ORCL, TMO, VRTX, WDAY	AI, growth, healthcare, large cap, Quality, semiconductors, technology, value	The fund views AI as a generational demand driver creating durable need for faster, more powerful and energy-efficient computing. They are likely in the early stages of a decade-long AI investment cycle, seeking upside capture while managing risks of rapid technological change, rising competition and growing financial leverage. The gap will widen between AI winners versus AI losers, favoring active portfolio management. The fund maintains exposure to semiconductor companies benefiting from AI-driven demand. Applied Materials and KLA gained from sustained AI-driven semiconductor demand with improving customer outlooks. The portfolio includes semiconductor manufacturing equipment suppliers and chip designers positioned for the AI infrastructure build-out. The fund invests in hyperscalers and cloud infrastructure companies. Alphabet showed improving growth in its cloud segment and renewed confidence in its vertically integrated AI strategy. The portfolio includes companies providing cloud services and infrastructure supporting the AI transformation. The fund holds pharmaceutical companies like Eli Lilly, which rebounded sharply as concerns around pricing, penetration and competitive dynamics for GLP-1 weight-loss drugs eased following stronger-than-expected demand data. The portfolio favors companies that continue to innovate to improve patient outcomes. The fund invests in life science tools companies such as Danaher and ThermoFisher that provide valuable equipment and services for clinical research. These companies benefited from improving sentiment around life sciences end markets as pharmaceutical customers signaled higher-than-expected spending on research and development.		View
2025 Q4	Jan 18, 2026	Parnassus Value Equity Fund	5.4%	19.0%	A, AMD, BAC, BALL, BK, CBRE, CMCSA, CMI, CMS, DE, GOOGL, GPN, HD, JPM, MA, MSFT, MU, NICE, NVO, ORCL, REGN, SCHW, SPGI, SYY, WDC, WM	AI, financials, healthcare, large cap, Quality, technology, value	The broadening AI megatrend continues to fuel demand across sectors, with AI developments boosting returns particularly in Industrials. The manager believes AI has potential to impact every sector over time, driving productivity gains and business model innovation across a much broader range of industries than currently appreciated by investors. Value stocks outperformed growth stocks in Q4 as high market valuations for growth stocks create attractive risk/reward potential in value stocks. The manager expects the current market environment to continue favoring value stocks given elevated growth stock valuations and relatively benign economic backdrop. Strong growth in distribution and power systems segments driven by data center demand, with companies like Cummins benefiting from robust sales results. Data center demand is supporting performance across multiple portfolio holdings.	WM HD WDC	View
2023 Q3	Sep 30, 2023	Conestoga Mid Cap Composite	8.4%	9.4%	BALL, CGNX, CPRT, CSGP, FDS, FTNT, GGG, GNRC, GWRE, HEI.A, IDXX, POOL, RGEN, ROL, ROP, VEEV, VRSK, WCN, WST	growth, healthcare, interest rates, mid cap, Quality, technology	Conestoga emphasizes higher-quality companies with positive earnings, higher margins, higher returns on equity, and lower debt levels. This quality focus is positioned to outperform in an environment facing higher interest rates and potential recession.	OMCL CSWI	View
2022 Q3	Sep 30, 2022	Aristotle Core Equity Fund	2.9%	21.3%	BALL, CMCSA, CTLT, DAR, HAL	-			View
2022 Q4	Sep 2, 2023	Vulcan Value Partners – Large Cap	8.2%	17.6%	ABT, AMAT, AMZN, BALL, GE, META, NICE, SPLK, TDG	-			View
2023 Q4	Aug 1, 2024	LRT Capital Management	0.0%	15.8%	ABG, ALB, ALGN, BALL, BF-B, CCI, CHE, CIGI, CSWI, DINO, EXPO, GPN, LAD, NOC, PSX, RLI, SSD, TPL, TSM, WH	Defensive, Long/Short, Market Neutral, Quality, risk management, valuation	Manager emphasizes owning high-quality companies that outperformed during December's challenging environment. Portfolio companies are described as firing on all cylinders with strong fundamentals.		View
2024 Q2	Jul 15, 2024	Upslope Capital Management	14.8%	18.1%	8697.T, ATR, BALL, BARN.SW, CACI, CHG.L, DPLM.L, FTT.TO, GRMN, HSY, KOG.OL, NVT, NWC.TO, TDY, WPK.TO	defensives, Europe, Long/Short, mid cap, Quality, value	The fund holds multiple defense contractors including Kongsberg Gruppen, Teledyne, and Chemring Group. These companies are positioned to benefit from accelerating sector tailwinds and rising defense spending globally. Teledyne is specifically noted as being positively exposed to rising defense spending trends.	WPK.TO DSFIR.AS TDY	View
2024 Q2	Jul 15, 2024	Parnassus Core Equity Fund	5.5%	18.2%	AAPL, ADBE, AMAT, AVGO, BAC, BALL, COST, CRM, DE, FI, GOOGL, INTC, LIN, MA, MSFT, MU, NTR, NVDA, O, ORCL, RHHBY, VRSK	AI, Esg, growth, large cap, Quality, semiconductors, technology, value	AI-related narratives drove the largest positive and negative contributions to performance. Companies like Alphabet, Applied Materials, and Oracle rose on confidence about AI infrastructure build-out and adoption. The fund continues to focus on companies well positioned to capitalize on emerging AI opportunities.		View
2023 Q1	Apr 28, 2023	NZS Capital – Select	15.6%	15.6%	ABNB, AMZN, ASML, BALL, CDNS, CRM, CSGP, CSTM, DHR, GOOGL, LIN, MELI, MRNA, MU, NEE, NTDOY, NVDA, ORSTED.CO, TSM, WDAY	AI, Digital Transition, growth, innovation, semiconductors, technology	Generative AI is accelerating innovation and disruption across sectors, with ChatGPT reaching 100M users faster than any app in history. Enterprise SaaS companies must adopt AI strategies or risk being displaced by new entrants. The firm adjusted portfolio positioning to favor early AI beneficiaries and infrastructure providers.		View
2023 Q1	Apr 28, 2023	NZS Capital – Technology	19.9%	19.9%	ABNB, AMZN, ASML, BALL, CDNS, CRM, CSGP, CSTM, DHR, GOOGL, LIN, MELI, MRNA, MU, NEE, NTDOY, NVDA, ORSTED.CO, TSM, WDAY	AI, Digital Transition, growth, innovation, semiconductors, technology	Generative AI is accelerating innovation and disruption across sectors, with ChatGPT reaching 100M users in two months. Enterprise SaaS companies need AI strategies or risk being displaced by new entrants. The firm adjusted portfolio positioning to favor early AI beneficiaries and infrastructure providers.		View
2023 Q3	Apr 10, 2023	LRT Capital Management	0.0%	15.8%	ABG, ACGL, ALGN, AZPN, BALL, CCI, CHE, DINO, ELS, EME, FIX, JKHY, NOC, RLI, SSD, TPL, TSM, URI, WH, WSM	Hedging, Long/Short, Quality, SMID Cap, Systematic	The fund focuses on high quality, diversified, and liquid companies with economic moats. The strategy emphasizes businesses with strong competitive dynamics that are unlikely to be meaningfully affected by small changes in interest rates.		View
2023 Q4	Jan 16, 2024	NZS Capital – Growth	4.0%	22.0%	ADSK, ADYEN.AS, AMD, AMZN, ANSS, ASML, BALL, CCJ, DHR, GTLS, MRNA, MSFT, NEE, NVDA, RGEN, SHOP, SWAV, TSLA, TT, WDAY	AI, Cloud, Energy Transition, growth, innovation, semiconductors, technology	AI will have transformational impact on society and the economy, drawing focus outside of IT including healthcare. The FDA approved the first CRISPR/Cas9 gene-edited therapy, marking the precipice of curative therapies. AI is boosting digital transformation of scientific research and accelerating innovation in scientific discovery.	1102 TT	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 13, 2026	Fund Letters	Broyhill Asset Management	Ball Corporation	Packaging & Containers	Metal & Glass Containers	Neutral	New York Stock Exchange	Aerospace divestiture, Aluminum containers, capital returns, Packaging, portfolio optimization, profit-taking, Pure-Play	View Pitch
Apr 28, 2026	Fund Letters	Upslope Capital Management	Ball Corp	Materials	Metal & Glass Containers	Bull	NYSE	Aluminum cans, Asset Divestiture, Beverage Packaging, consumer staples, defensive, deleveraging, materials, Share Buybacks, turnaround	View Pitch
Apr 25, 2026	Seeking Alpha	Seeking Alpha	Ball Corporation	Packaging	Beverage Packaging	Neutral	New York Stock Exchange	aluminum beverage containers, Ball Corporation, cash flow, earnings growth, financial performance, investment thesis, market share, packaging industry, stock valuation, strategic acquisitions	View Pitch

BSD Shareholders of BALL

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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