BF.A Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
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

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of BF-A-2

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

BF-A-2

BF-A-2

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of BF-A-2

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