BJ

BJ

BJ

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jun 30, 2025	Bell Global Equities Fund	5.3%	1.1%	AIR FP, BJ, NFLX	AI, Cloud, Global Growth, semiconductors, technology	The letter discusses global growth investing amid strong performance from technology and communication services. AI-driven cloud infrastructure, semiconductors, and digital platforms are highlighted as key contributors. Valuation discipline remains important as market enthusiasm broadens unevenly across regions.		View
2025 Q1	Apr 30, 2025	Bell Global Equities Fund	-8.6%	-8.6%	4684 JP, AUTO LN, BJ, BNZL LN, DECK, ENX FP, IT	-			View
2024 Q1	Apr 15, 2024	Artisan Mid Cap Fund	2.4%	6.6%	BJ, CMG, DASH, EFX, EXAS, GDDY, LULU, NVR, ON, POOL, RGEN, SPOT, SWAV, TEAM, VRT, WCC, XYL	-			View
2024 Q1	Apr 15, 2024	Artisan Global Discovery	7.6%	13.1%	6415 TT, BAB LN, BJ, BSX, CELH, MIPS SS, MKTX, MONC IM, RDC GR, SAIA, SPGI, SPOT, SWAV, TEAM, TYL, VEEV, VRT	-			View
2024 Q1	Apr 15, 2024	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ASND, BJ, BOOT, EME, ESAB, FLYW, FROG, KRYS, MTDR, ONTO, PRA, RAPT, SMAR, SWAV, VCTR, VERX, WING, WNS	-			View
2025 Q1	Mar 31, 2025	TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy	2.2%	2.2%	BJ, COR, CRWD, EME, IT, ORLY, TPG, VRSK, WCN	-			View
2025 Q1	Mar 31, 2025	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	-3.5%	-3.5%	ALL, BC, BJ, COR, EME, FICO, FROG, HOOD, HXL, INSM, IT, ITCI, ORLY, TER, TPG, VRSK, WCN	-			View
2025 Q1	Mar 31, 2025	TimesSquare Capital Management U.S. Small Cap Growth Strategy	-9.6%	-9.6%	ACVA, ADUS, AZEK, BFAM, BJ, BOOT, CBLL, CHEF, CWST, DAWN, ERJ, FORM, FROG, FRPT, HLNE, INR, INSM, ITCI, KTOS, MGY, MVBF, PAY, PI, RRX, SLNO, TTEK, VERX, VRNA, VVV, WHD	-			View
2025 Q1	Mar 31, 2025	Renaissance Investment Management – Large Cap Growth	-	-	ABBY, AVGO, BJ, CPRT, HON, MAR	-			View
2025 Q4	Feb 4, 2026	Aristotle Small/Mid Cap Equity	2.3%	3.0%	AEIS, AER, AGI, AHCO, AUB, BJ, BKU, CIEN, DY, EHC, HASI, HMN, HQY, HURN, IDA, ITRI, MTSI, NOVT, PRGO, PWP, UGI, WWW	Banking, healthcare, industrials, small cap, technology, Utilities, value	AI-related demand is driving strong performance for optical networking equipment manufacturers like Ciena, which is dominating market share for scale across data center projects in 2026. The quarter began with concerns about a potential AI capital expenditures bubble affecting market sentiment. Power grid modernization efforts are driving demand for smart metering and grid monitoring solutions. Companies like Itron are well-positioned to benefit from these infrastructure investments despite some regulatory approval delays. Continued reshoring of U.S. manufacturing is identified as a potential tailwind for small/mid-cap stocks. This trend supports domestic manufacturing capabilities and creates opportunities for industrial companies.		View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy	5.9%	5.9%	BJ, FIVE, FLYW, PRA, RAPT, VC, WK, WNS	-			View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ATGE, ATRC, BJ, FLYW, HLNE, PRA, VC, WING	-			View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	0JZ0 LN, APTV, BC, BJ, FIVE, FND, IDXX, LNG, ORLY, PCTY, PINS, RNR	-			View
2025 Q3	Oct 28, 2025	BBH Select Series – Mid Cap Fund	-0.9%	-1.8%	ANET, BFAM, BJ, BRKR, FOUR, GLOB, ITT, WMS	Artificial Intelligence, Intrinsic Value, Life Sciences, Quality, tariffs	The fund underperformed due to an AI-driven speculative rally favoring unprofitable firms and headwinds from tariffs and reduced life science funding. Management highlighted holdings like Arista Networks and Advanced Drainage as strong performers benefiting from AI infrastructure and sustainable earnings growth. Despite near-term challenges, BBH maintains a disciplined focus on quality, profitability, and intrinsic value to navigate speculative market excesses.	BJ UN ITT UN BRKR UN GLOB UN FOUR UN WMS UN ANET UN BJ UN ITT UN BRKR UN GLOB UN FOUR UN WMS UN ANET UN	View
2025 Q3	Oct 12, 2025	TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy	3.8%	-	APH, BJ, CTAS, CWRD, EME, IT, MLM, ORLY, VRSK	AI, Automation, consumer, growth, industrials	AI investment remains a dominant but maturing theme, with rising skepticism about sustainability. The fund highlights strong performance in industrial automation and select consumer names benefiting from cyclical recovery.		View
2025 Q3	Oct 12, 2025	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	5.3%	-	APP, ARGX, AXON, BJ, BRO, CTAS, DASH, HOOD, HUBS, IBKR, IDXX, INSM, INSP, IT, LSCC, MPWR, NCLH, ORLY, ROST	AI, Automation, Fintech, healthcare, industrials	TimesSquare notes AI investment remains dominant but overextended, signaling a potential capital-cycle risk. The team emphasizes industrial automation, healthcare innovation, and financial technology as more durable mid-cap growth drivers.		View
2025 Q3	Oct 12, 2025	TimesSquare Capital Management U.S. Small Cap Growth Strategy	2.0%	-	ACVA, BJ, CWST, INSP, KTOS, MIR, MRUS, NAMS, PAR, PRSU, SITM, SLNO, UNF, VRTX	AI, consumer, cyclicals, small caps, valuation	Small-cap growth leadership remains narrowly concentrated in AI beneficiaries. The strategy finds opportunity in cyclicals and consumer-oriented firms where fundamentals and valuations diverge, anticipating normalization of sentiment.	SITM US KRAT US	View
2025 Q4	Jan 30, 2026	BBH Select Series – Mid Cap Fund	-3.9%	-5.6%	ANET, ATR, BJ, BRO, CBRE, DAR, ENTG, FOUR, GFL, GWRE, GXO, HEI.A, ICLR, ITT, KEYS, LPLA, MCW, NVR, TTWO, TW, ULS, VMC, WH, WMS, WSC, WSO, WST, ZBRA	AI, fundamentals, Intrinsic Value, mid cap, profitability, Quality, technology, value	AI-related demand is driving the fastest growth in Keysight's wireline business and represented approximately 10% of Keysight total revenue in 2025. The enthusiasm for artificial intelligence driving enormous capital expenditures in associated infrastructure has been a key catalyst for the low-quality rally. Keysight is extremely well positioned to benefit from ongoing technology innovation across the wireless, networking, and semiconductor markets. The fund focuses on high-quality, profitable companies and avoids speculative ventures. Portfolio companies have grown revenues and EBITDA by 10% and 11% over the last twelve months, respectively, compared to 5% and 4% for the Index. The portfolio enjoys superior operating margins and return on equity of 20% and 17%, compared to 12% and 15% for the Index. The fund was trading at 82% of underlying intrinsic value estimates on a weighted-average basis as of December 31, 2025. The manager seeks to invest at a discount to intrinsic value to establish a margin of safety and mitigate the potential for permanent capital loss. While willing to pay a reasonable valuation multiple premium for quality, the focus remains on attractive valuations.	GWRE FOUR KEYS DAR	View
2025 Q4	Jan 23, 2026	Bell Global Emerging Companies Fund	-1.8%	-5.9%	3064.T, 6146.T, AMS.MC, AUTO.L, BJ, BOOT, CHKP, CNM, COR, CPG.L, DB1.DE, GWW, LPLA, MSCI, ODFL, PCTY, SCI, TSCO, TTC, TTI.HK, VEEV, WKL.AS	global, industrials, Quality, SMID Cap, technology, value	The fund follows a Quality at a Reasonable Price (QARP) approach, focusing on consistently high returning companies with durable growth characteristics. 2025 was challenging for this style as markets favored momentum and sentiment-driven narratives over fundamentals, but the team believes quality investing will reassert itself as markets become more earnings driven. The fund invests in global small and mid cap equities with 30-60 holdings, maintaining benchmark agnostic positioning. The portfolio targets companies with market capitalizations in the SMID cap range, seeking to outperform the MSCI World SMID Cap Index over rolling three-year periods. The fund emphasizes valuation discipline as part of its QARP approach, seeking quality companies at reasonable prices. Many high-quality businesses in the portfolio are trading at compelling valuations, with the portfolio's weighted upside potential sitting at the upper end of historical ranges based on conservative assumptions.	VEEV AUTO LN COR TSCO CNM TTC 3064 JP 6146 JP CPG LN LPLA GWW ODFL	View
2024 Q3	Sep 30, 2024	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	BJ, BOOT, CERT, CWAN, FORM, LOAR, MODG, MTDR, MYRG, OS, PCVX, WH, WHD	-			View
2024 Q3	Sep 30, 2024	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	ARGX, BJ, CRWD, DASH, FND, IAC, ICON, IOT, MCHP, ORLY, OS, PINS, PR, ROST, RRX, SMAR, TSCO, VEEV, VRSK	-			View
2024 Q3	Sep 30, 2024	TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy	3.7%	0.0%	APH, BJ, CHE, CTAS, ORLY, RNR, TER, VEEV, VRSK	-			View
2023 Q3	Sep 30, 2023	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	APTV, ARGX, BJ, CSGP, EFX, FIVE, FND, GFL, HCP, IAC, IDXX, LNG, MLM, PINS, PXD, RGEN, RNR, ROST, RPM, RPRX, SNPS, VAC	-			View
2023 Q3	Sep 30, 2023	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ALGM, BJ, CWAN, CWST, DRVN, EME, HCP, HLNE, HQY, INSP, KRYS, LESL, MODG, PLNT, PRA, TMCI, VERX	-			View
2023 Q3	Sep 30, 2023	TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy	5.9%	5.9%	ALGM, BJ, DRVN, EME, GFL, HLNE, HQY, INSP, MODG, MTSI, PHR, PLNT, STVN, TPG	-			View
2024 Q2	Jun 30, 2024	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ADUS, ATRC, AZEK, BJ, BOOT, CERT, DRVN, ESAB, EWCZ, HLNE, HXL, IAC, MAX, MRUS, MVBF, NSA, RRX, SILK, SVV, TMCI, TTEK, VCTR, WRBY, WSC	-			View
2024 Q2	Jun 30, 2024	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	ARGX, BJ, CHE, DASH, FIVE, GFL, GPN, HCP, IBKR, MPWR, NICE, RRX, STVN, TER, VRSK, WEX	-			View
2023 Q2	Jun 30, 2023	Artisan Global Discovery	7.6%	13.1%	0ABI LN, 0NIQ LN, 603605 CH, 6415 TT, ASND, BJ, BSY, CTLT, LYV, NOVT, NU, POOL, SWAY	-			View
2023 Q2	Jun 30, 2023	ClearBridge Investments Small Cap Growth Strategy	0.0%	0.0%	BE, BJ, FFO GR, TRUP	-			View
2022 Q4	Apr 1, 2023	LVS Advisory – Defensive	0.0%	4.4%	BJ, BLK, GOOGL	-			View
2023 Q4	Jan 14, 2024	FMI Small Cap Equity	-0.8%	10.7%	BJ	-			View
2023 Q4	Jan 14, 2024	FMI All Cap Equity	-1.8%	11.2%	BJ, CARR	-			View

Pitches With This Ticker

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

BSD Shareholders of BJ

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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