BKD Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 2, 2025	Night Watch Investment Management	4.2%	25.9%	5842 JP, BKD, WDC	healthcare, Japan, private equity, small caps, value	The letter centers on global value investing with identifiable catalysts, insider ownership, and unique names to drive rerating potential. The manager is increasingly cautious on U.S. equities due to valuation and policy risks, while finding opportunities in Europe and Asia. Catalysts and governance reforms are viewed as key drivers of upside.	5842 JP WDC US BKD US	View

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

BSD Shareholders of BKD

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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