BHF

BHF

BHF

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Aug 6, 2024	Greenlight Capital	1.1%	9.0%	ALIT, BHF, CEIX, CPRI, FCNCA, GPOR, HPQ, KD, ODP, ONEX.TO, SOLB.BR	energy, gold, Long/Short, Macro, technology, value	Gold continued its strong year-to-date performance and was a material contributor to the macro book this quarter, generating more than one percent return.	CPRI SOLB.BR KD HPQ CEIX	View
2024 Q1	May 9, 2024	Greenlight Capital	1.1%	9.0%	BHF, CEIX, FHN, GRBK, HPQ, IMVT, KD, LBTYA, NYCB, PENN, ROIV, SOLB.BR, TECK, THC, VTSC.DE	AI, Copper, Long/Short, Macro, market structure, Passive investing, undervaluation, value	Greenlight established a position in HP Inc. to benefit from a potential AI-driven PC adoption cycle. Intel plans to release neural processing units this summer, and Microsoft is teasing AI features requiring NPUs. The firm believes AI optimism is not reflected in HPQ's share price.	LBTYA ROIV HPQ PENN SOLB.BR	View
2024 Q1	Apr 15, 2024	Diamond Hill Small-Mid Cap Strategy	8.4%	9.2%	ALGT, BHF, BWA, ERII, GNRC, GTES, KEX, LNDC, LOB, POST, PRGO, RRR, RRX, WCC, WNS	Automation, Electrification, energy, industrials, Onshoring, small caps, value	The fund is positioned to benefit from secular tailwinds including increased focus on energy efficiency, automation, re-shoring and electrification. Regal Rexnord is capitalizing on these trends through its industrial powertrain solutions. Generac Holdings is well-positioned for growth as increasing electricity usage and electrical grid instability drive demand for its energy technology solutions.	PRGO GNRC WNS WCC GTES POST LANC RRX RRR	View
2024 Q3	Oct 15, 2024	Greenlight Capital	1.1%	9.0%	BHF, CEIX, GRBK, HPQ, NBSE, NWG.L, ODP, RYA.L, SOLB.BR	Conservative, gold, Hedging, Homebuilders, Market Timing, value	The macro portfolio had another strong quarter driven by the sharp rise in the price of gold. Gold was mentioned as a significant winner during the quarter and the fund offers a gold share class for investors.	ODP GRBK	View
2025 Q3	Oct 14, 2025	Greenlight Capital	-3.6%	0.4%	AAPL, BHF, COYA, EIX, FLR, GRBK, KD, LXS.DE, META, MSFT, NVDA, PCG, SOLB.BR, TECK	AI, Biotechnology, Bubble, Mining, skepticism, technology, Utilities, value	Greenlight is highly skeptical of the massive AI investment cycle, questioning whether trillions in promised spending can generate adequate returns. The firm notes that much AI revenue is circular within the supply chain rather than from external customers, and compares the situation to the internet bubble where capital destruction occurred despite the technology's ultimate importance.		View
2025 Q4	Jan 9, 2026	Middle Coast Investing	2.7%	16.9%	AAPL, ABM, AER, AMZN, APOG, ATKR, ATRO, AVGO, BHF, CCK, COF, CPAY, ECG, FG, GOGO, GOOG, HI, HNI, HURC, LULU, LYFT, MLKN, OMAB, PAGS, PGR, PTLO, SCHW, TRIP, WS	Bottom-up, Cash, Defensive, Office Furniture, risk management, value	Manager emphasizes bottom-up investing approach, looking for companies that will do better in years ahead when stocks are priced attractively. Seeks good companies at fair prices to protect against market struggles while avoiding missing big years. Primary goal is to avoid blowing up and survive through bad times. Uses rules like not buying whole positions at once, demanding 50% upside, watching leverage, and knowing when to double down. Maintains defensive portfolio positioning. Decade-long investment theme in office furniture companies including Kimball International, Steelcase, and HNI Corporation. Believes return to office theme hasn't played out but might be soon, with order growth showing improvement across major players.		View
2025 Q4	Jan 20, 2026	Greenlight Capital	8.5%	9.0%	AR, BHF, CNH, DECK, FLR, GPK, GPN, GRBK, HPQ, HSIC, LXS.DE, MSTU, MSTX, PRKS, SMR, SOLB.BR, SPB, TEVA, VSCO, WBD	Copper, Cyclical, gold, Hedge Fund, Long/Short, Macro, value	Gold had an exceptional year appreciating 64%. The primary driver was countries seeking to reduce dollar exposure for reserves and trade as the U.S. loses hegemonic leadership. Foreign central banks are increasing gold reserves and establishing it as an alternative to settling global trade in dollars, effectively re-monetizing gold within official government channels. Copper prices rose about 40% in 2025 driven by AI world demand for more copper while supply remains limited. Several large mines around the world experienced production shortfalls, contributing to the price appreciation. The fund focuses on building a bottom-up portfolio of equity longs that are absolutely cheap and misunderstood, paired with overvalued shorts. Many cyclical businesses faced earnings shortfalls but P/E multiples failed to expand as typically expected during cyclical downturns.	CNR SPB HSIC GPN DECK AR TEVA VSCO FLR	View
2023 Q3	Sep 30, 2023	Diamond Hill Mid Cap	8.3%	13.3%	AIG, ALGT, BHF, CIEN, CTRA, CTSH, ENOV, ESAB, EXR, LHX, LNDC, MAA, RRR, SRCL, WBS, WCC, WY	energy, financials, industrials, mid cap, REITs, technology, value	Initiated position in L3 Harris Technologies, a defense contractor focused on communications, surveillance and electronic warfare. Anticipate US defense budget will be better than expected as the Defense Department prepares for peer-level threats. Believe there is room for improvement in recent execution, particularly at recently acquired Aerojet Rocketdyne.		View
2025 Q1	Apr 16, 2025	Greenlight Capital	8.2%	8.2%	BHF, CNR, SYENS, TKWY	AI, Bear Market, Coal, gold, Macro, Politics, Recession, Trade Policy	The Administration is leading economic policy with protectionism, using tariffs to raise revenue and create barriers for domestic production. This creates serious risks including potential loss of reserve currency status and alienation of allies. The continually shifting demands and possible alienation of allies risk causing a loss of trust.	CNR BHF	View
2023 Q1	Mar 31, 2023	Diamond Hill Small-Mid Cap Strategy	8.4%	9.2%	AAP, ADM, AIG, ALGT, ALK, ALL, ARW, ASH, BHF, BKU, BOKF, BR, BRBR, BRO, BSX, BWA, CALM, CHKP, CIEN, CIVI, COOP, CTRA, CTSH, CUBE, DEI, ENOV, ERII, ESAB, ESGR, FA, FCX, FIBK, FIS, FWONA, GTES, HBI, HIG, ITGR, JLL, KEX, KMX, L, LANC, LOB, MTN, NVR, NXPI, OZK, PH, POST, PRG, RHP, RNR, RRR, RRX, RYN, SANM, SF, SRCL, SSNC, ST, UDR, UGI, VFC, WBS, WCC, WNS, WTW, WWW, WY	financials, industrials, mid cap, small cap, value			View
2023 Q4	Jan 22, 2024	Greenlight Capital	1.1%	9.0%	ALIT, ATVI, BHF, CEIX, GRBK, KD, SWN, SYENS.BR, THC, VTRS, VTSC.DE	Buybacks, energy, Geopolitical, healthcare, Long/Short, technology, value	Greenlight emphasizes disciplined valuation criteria and investments where they get paid by issuers through buybacks, dividends, interest, or take-outs rather than relying on investor revaluation. Many of their largest holdings offer double-digit returns directly to investors.	SYENS.BR VTRS ALIT VTSC.DE THC BKD CEIX GRBK	View
2024 Q4	Jan 21, 2025	Greenlight Capital	-	7.2%	AAPL, BHF, CEIX, CNC, CNH, CPRI, GRBK, HPQ, KD, LIVN, LXS, MSTR, ODP, PTON, SOLB.BR, THC, TPG	Agriculture, crypto, ETFs, healthcare, Long/Short, technology, value	Greenlight discusses the speculative nature of cryptocurrencies, comparing them to collectibles with no intrinsic value. The letter highlights the emergence of memecoins like Fartcoin and Trump's official memecoin, noting the extreme valuations and speculative trading patterns in the crypto market.	CPRI CNC CNH PTON	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Greenlight Capital	Brighthouse Financial	Financials	Life & Health Insurance	Bull	NASDAQ	Annuities, asset management, financial services, General Account, life insurance, M&A, Special Situation	View Pitch
Jan 14, 2026	Seeking Alpha	Seeking Alpha	Brighthouse Financial, Inc.	Financial Services	Insurance	Bull	NASDAQ Stock Market	Aquarian, Brighthouse Financial, Credit rating, delisting fears, high yield, market inefficiency, NASDAQ listing, preferred stock, private equity acquisition, sovereign wealth funds	View Pitch
Oct 27, 2025	Substack	Toff Cap Monday Monitor	Brighthouse Financial, Inc.	Financials	Insurance - Life	Bull		annuity, Aquarian Holdings, bidding war, Brighthouse Financial, buyout, financial health, life insurance, premium, share price appreciation, strategic positioning	View Pitch
Sep 20, 2025	Seeking Alpha	Seeking Alpha	Brighthouse Financial, Inc.		Insurance - Life	Neutral		acquisition, alternative investments, annuity, Aquarian Holdings, Brighthouse Financial, capital generation, Insurance, investment portfolio, regulatory scrutiny, risk-based capital	View Pitch
Aug 7, 2025	Seeking Alpha	Seeking Profits	Brighthouse Financial, Inc.	Financials	Insurance - Life	Neutral	NASDAQ	—	View Pitch

BSD Shareholders of BHF

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.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: