BMY.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 2, 2025	Colebrooke Partners	-	-14.5%	BMY.L, GRG.L, MACF.L, MIDW.L, NAH.L, THG.L	Distribution, liquidity, Quality, small caps, Uk, value, volatility	The fund has invested in two UK distributors, Macfarlane Group and Midwich, focusing on businesses with high customer switching costs, disciplined internal incentives, and recurring revenue bases. These distributors strengthen their market positions during periods of weaker demand and offer attractive risk-adjusted returns through high free cash flow yields.	THG.L NAH.L MACF.L THG LN NAH LN MACF LN	View

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

BSD Shareholders of BMY-L

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

BMY-L

BMY-L

Letters With This Ticker

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BSD Shareholders of BMY-L

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