BATRA Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q2	Jul 26, 2023	Pelican Bay Capital Management	9.1%	11.5%	APAM, BATRA, BLDR, CPRI, GNRC, NTR, TOL	-			View
2025 Q2	Jul 22, 2025	Longleaf Partners Small-Cap Fund	2.7%	4.2%	BATRA, CUERVO* MM, OSCR, PCH, SAM, WEST	Balance Sheets, mispricing, small caps, value creation, volatility	The letter emphasizes small-cap investing as a fertile area for mispricing due to neglect and volatility. Management highlights stock-specific value creation, aligned owners, and balance sheet strength. Small caps are viewed as offering superior long-term return potential despite near-term uncertainty.	PCH SAM WEST BATRA CUERVO MM OSCR	View
2023 Q3	Oct 25, 2023	Third Avenue Small-Cap Value Fund	8.3%	0.0%	BATRA, CCF, LXU	-			View
2022 Q4	Aug 2, 2023	Sequoia Strategy	7.1%	20.8%	BATRA, CACC, CSU CN, ELV, ERF FP, GOOG, ICE, SCHW, UMG, UNH	-			View
2023 Q2	Jul 19, 2023	Longleaf Partners Small-Cap Fund	8.9%	11.5%	BATRA, HOUS, LXS AV, OSCR	-			View
2022 Q2	Jun 30, 2022	Third Avenue Small-Cap Value Fund	8.3%	0.0%	BATRA, FEPH, MSGE, TDW, WED CN	-			View
2023 Q1	Mar 31, 2023	Alger Mid Cap Focus Fund	4.6%	18.7%	BATRA, BILL, CEG, NTRA, PANW, VRDN	-			View
2023 Q1	Mar 31, 2023	Third Avenue Small-Cap Value Fund	8.3%	0.0%	BATRA, FEPH, MSGE, TDW, WED CN	-			View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Ross Glotzbach	Atlanta Braves Holdings, Inc.	Communication Services	Entertainment	Bull	NASDAQ	—	View Pitch

BSD Shareholders of BATRA

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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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of BATRA

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