BERY

BERY

BERY

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Sep 3, 2025	VH Standard Asset Management	8.1%	7.1%	BASE, BERY, BPMC, BRDG, COOP, DFS, ESGR, GMS, GTLS, HES, JNPR, JWN, LFCR, RDFN, SGOV, SPTN, STR, SWTX, TURN, X	Antitrust, Cash, Deregulation, M&A, Merger Arbitrage, Regulatory	The manager notes a significant pickup in M&A activity within the biotech-pharma-healthcare industry recently, which has provided deal flow for the portfolio. Johnson & Johnson's $15 billion acquisition of Intra-Cellular received no regulatory scrutiny, exemplifying the more permissive environment.		View
2024 Q1	Apr 28, 2024	Blue Tower Asset Management	8.8%	0.0%	BERY, META, SCHW	Banking, Behavioral Finance, Meta, Plastics, Psychology, value	Blue Tower focuses on undervalued companies that trade below fundamental value. The manager discusses ugly duckling companies with low-probability, high-magnitude risks that create opportunities when markets overreact. Examples include Charles Schwab trading at discounts due to unrealized losses fears and Berry Global as a boring, stable company trading cheaply.	BERY SCHW	View
2024 Q1	Apr 17, 2024	EdgePoint Global	-	-	BERY, DLTR, MAT, NSC	Acquisitions, Business Analysis, Capital Allocation, Operating Efficiency, Pricing Power, value	EdgePoint focuses on identifying businesses trading below intrinsic value through proprietary insights on revenue growth, operating cost improvements, and capital allocation. The firm distinguishes between market themes and tangible business levers that drive value creation.	BERY NSC DLTR MAT	View
2023 Q1	Apr 17, 2023	EdgePoint Global	4.1%	4.1%	BERY, CSX, DE, MC.PA, QSR, TSLA	consumer, Cyclical, growth, Industrial, Long Term, technology, value	Berry Global demonstrated resilient cash flow through economic cycles, with counter-cyclical margin expansion during downturns. The company successfully integrated RPC Group acquisition and grew EPS by 60% over three years while deleveraging.		View
2025 Q1	Apr 1, 2025	Lyrical Asset Management	1.7%	1.7%	6723.T, AHT.L, AMP, BERY, ELIS.PA, ENXTPA.PA, FLEX, JCI, LAD, LEA, RXL.PA, SU	global, international, Quality, Recession, tariffs, value	International stocks have been massive underperformers over the past decade due to valuation expansion in US markets, not fundamentals. The EAFE is trading at less than 14x earnings while the S&P 500 trades 25% above its long-term average multiple. The S&P 500 is about 45% more expensive than EAFE despite equally attractive fundamentals.		View
2024 Q4	Mar 10, 2025	Turtle Creek Fund Test	-2.7%	-	AHT.L, AMCR, ATS.TO, BERY, BF.A, DFS, DOO.TO, KNSL, MGRC, PFB.TO, URBN, URI, WSC	Buybacks, Deregulation, Financial Services, mid cap, Trade Policy, value	Trump administration expected to be more business friendly with push for deregulation and lower corporate taxes. CFPB under Trump widely expected to be more business friendly and less focused on increasing regulatory burden. Proposed cap on credit card late fees may be dropped under new administration.	WSC KNSL AHT.L DOO.TO BERY BFH	View
2025 Q3	Oct 19, 2025	EdgePoint Global	-	-	6702.T, AAPL, ALFA.ST, AME, AMG, AMS.PA, AMZN, APO, ATD.TO, AVGO, BAC, BAES.L, BERY, BKNG, BN.TO, CFR.SW, CSX, ELV, FFH.TO, FLS, FNV.TO, GIB.A.TO, GOOGL, ICE, JLL, LECO, MAT, META, MIDD, MMC, MSFT, MSI, NFLX, NSC, NVDA, PEY.TO, PM, PSMT, QCOM, QSR, RBA.TO, ROST, SAF.PA, SAP, TEL, TSM, UNVR, VRTX	active management, AI, Concentration, global, Quality, technology, value	Artificial intelligence represents a transformative technology creating a bubble in large U.S. tech companies. The enthusiasm has fueled concentration in the Mag 6 companies, but history shows early winners are difficult to identify and competition eventually erodes returns.	Franco-Nevada Corporation Mattel Inc. SAP SE TE Connectivity plc AMA SM	View
2022 Q2	Sep 21, 2022	Bonhoeffer Capital Management	11.3%	0.0%	BERY, THRY, TIT IM, WWI NO	-			View
2022 Q3	Jul 12, 2022	Bonhoeffer Capital Management	11.3%	0.0%	005300 KS, ABG, BERY, TIGO, TIT IM	-			View
2023 Q2	Feb 10, 2023	Bonhoeffer Capital Management	11.3%	0.0%	ASO, BERY, BLDR, CNSL, TMIC, VSTO	Buybacks, Construction, Distribution, Korea, LatAM, small cap, value	Holdings include car dealerships, branded capital equipment dealerships, convenience stores, building product distributors, automobile transportation logistics, and capital equipment leasing firms. Key performance indicator is velocity or inventory turns, with the fund owning some of the highest-velocity dealerships globally. Recovery seen in markets previously hit by COVID like South Africa and Latin America.	ASO	View
2023 Q4	Jan 18, 2024	Polaris Global Equity	6.9%	12.7%	000270.KS, 000338.SZ, 000660.KS, 005930.KS, 6758.T, 7267.T, AD.AS, ALSN, AMC, BERY, BPOP, BWY.L, COF, ENI.MI, GD, HNR1.DE, IBOC, IPS.PA, JAZZ, KGX.DE, MSFT, MUV2.DE, NOV, NOVN.SW, NXT.L, PUB.PA, SBH, SDZ.SW, SKG.L, SLM, TW.L, WBS, YAR.OL	AI, Banking, financials, global, interest rates, value	Banking sector outperformed after Fed shifted narrative from rate increases to possible declines in 2024. Thirteen financial holdings recorded gains exceeding 15%, including U.S. banks and German reinsurers benefiting from hard market pricing and better investment returns.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Blue Tower Asset Management	Berry Global Group	Materials	Paper & Plastic Packaging Products & Materials	Bull	NYSE	Boring, defensive, low volatility, Low-cost producer, manufacturing, Packaging, Plastics, Value	View Pitch
Apr 13, 2026	Fund Letters	EdgePoint Global	Berry Global, Inc.	Materials	Paper & Plastic Packaging Products & Materials	Bull	NYSE	Acquisitions, capital allocation, consolidation, Free Cash Flow, Industrial materials, Low-cost producer, Packaging, Scale Advantages	View Pitch
Apr 13, 2026	Fund Letters	Turtle Creek	Berry Global Group Inc	Materials	Paper & Plastic Packaging Products & Materials	Bear	NYSE	Bolt-on Acquisitions, capital allocation, consolidation, merger, Multiple arbitrage, Packaging, Plastics, platform company	View Pitch

BSD Shareholders of BERY

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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