BKD

BKD

BKD

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q1 May 1, 2026 Antipodes Global Value Fund - - 005380 KS, 0291.HK, 4901.T, 6367.T, BKD, COF, CRM, DIS, IFX.DE, MSFT, NVDA, TTE, VAL, WDAY AI, energy, Geopolitical, global, healthcare, Rotation, semiconductors, value IFX.DE
4901.T
0291.HK
NVDA
DIS
2026 Q1 Apr 1, 2026 Night Watch Investment Management 2.7% 2.7% AIR, BKD, CPA, MRX.L catalysts, Counter-cyclical, defense, Geopolitical, global, value, volatility CPA
MRX.L
AIR
BKD
2025 Q3 Oct 2, 2025 Night Watch Investment Management 4.2% 25.9% 5842.T, AIR, BKD, BX, DSGR, ENDV.L, GOGO, HAYP.ST, KKR, MRX.L, NE, STX, TDW, VAL, WDC, XFAB.DE AI, catalysts, Europe, global, Japan, private equity, small caps, value 5842 JP
WDC US
BKD US

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 29, 2026 Seeking Alpha Seeking Alpha Brookdale Senior Living Inc. Real Estate Senior Housing Bull New York Stock Exchange Acquisitions, Assisted Living, Brookdale Senior Living, debt reduction, demographic trends, Memory Care, occupancy rate, Operational Leverage, profitability, senior housing
Apr 28, 2026 Fund Letters Greenlight Capital Kyndryl Holdings Information Technology IT Consulting & Other Services Bull NYSE IBM, infrastructure, IT services, margin expansion, spinoff, technology, turnaround
Apr 28, 2026 Fund Letters Tourlite Capital Management Kyndryl Information Technology IT Services Bull NYSE backlog conversion, Customer Stickiness, IT services, long-term contracts, margin expansion, spin-off, turnaround
Apr 28, 2026 Fund Letters Tourlite Capital Management Kyndryl Information Technology IT Services Bull NYSE Contract Transition, IT services, Legacy Backlog, margin expansion, Operational Turnaround, Profitability Improvement
Apr 28, 2026 Fund Letters Plural Investing Kyndryl Holdings Inc Information Technology IT Services Bull NYSE cloud migration, data centers, IT services, margin expansion, spin-off, turnaround, Value
Apr 28, 2026 Fund Letters Tourlite Capital Management Kyndryl Information Technology IT Services Bull NYSE IBM, Infrastructure Services, IT services, Management Buyback, margin expansion, spinoff, turnaround
Apr 24, 2026 Fund Letters Third Avenue Real Estate Value Fund Brookdale Senior Living Medical Care Facilities Health Care REITs Bull New York Stock Exchange Assisted Living, Demographics, healthcare, Memory Care, Occupancy Recovery, operating leverage, Real Estate, Senior Living, turnaround
Apr 9, 2026 Fund Letters Night Watch Investment Management Brookdale Senior Living Inc. Medical Care Facilities Health Care REITs Bull New York Stock Exchange Activist Catalyst, Baby Boomers, Demographics, healthcare, Management Change, Real Estate, Senior Living, Supply Shortage

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
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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