BOL FP Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 15, 2024	AMG Yacktman Focused Fund	7.6%	7.6%	BOL FP, CNQ, CTSH, K, UHAL	-			View
2025 Q1	Mar 31, 2025	AMG Yacktman Focused Fund	1.3%	1.3%	005930 KS, BOL FP, CNQ CN, MSFT, UHAL	-			View
2025 Q1	Mar 31, 2025	AMG Yacktman Fund	1.5%	1.5%	005930 KS, BOL FP, UHAL	-			View
2025 Q3	Dec 31, 2025	AMG Yacktman Fund	5.1%	12.8%	005935 KS, BOL FP, UHAL	capital preservation, Long-Term Investing, quality businesses, risk management, Value Discipline	The letter emphasizes disciplined value investing in an increasingly momentum-driven market where many high-quality companies trade at elevated valuations. The manager focuses on downside protection, balance sheet strength, and misunderstood businesses that can compound through market cycles. Historical experience across bubbles reinforces a cautious stance, positioning the portfolio for resilient, risk-adjusted returns during future volatility.		View
2024 Q4	Dec 31, 2024	Marlton Partners	13.2%	24.6%	API LN, BOL FP, JARA LN, JGC LN, PRSR LN	-			View
2024 Q4	Dec 31, 2024	AVI Global Trust	-	10.4%	BOL FP, DIE BB	-			View
2024 Q3	Oct 16, 2024	East72 Dynasty Trust	6.3%	0.0%	0I76 LN, BOL FP, DUFRY, FRPH, HAL NA, SAFLY, SBFFY, SIETY, THNPY, VPK NA	-			View
2025 Q3	Oct 1, 2025	East72 Dynasty Trust	1.6%	-	BOL FP, DGL AU, EXO NA, MANU, UHR SW	energy, Holding Companies, Luxury, tariffs, value	The letter focuses on controlled companies trading at large discounts to intrinsic value. Capital allocation decisions by controlling shareholders are critical to long-term outcomes. Patience is required as value realization often lags fundamentals.	UHR SW	View
2024 Q2	Jul 25, 2024	East72 Dynasty Trust	6.3%	0.0%	BOL FP, FCMC FP, MMB FP, VIL FP, VIV FP	-			View
2023 Q2	Jul 7, 2023	East72 Holdings	6.3%	0.0%	BOL FP, ODET FP, UMG NA, VIV FP	-			View
2024 Q1	May 4, 2024	AMG Yacktman Fund	7.5%	7.5%	BOL FP, CNQ, DAR, EAF, EMBC, FANG, K, UHAL	-			View
2023 Q4	Mar 2, 2024	GreenWood Investors	0.0%	16.6%	BOL FP, CTT SS, LDO IM, MEIP, NXE, PDD, RTO	-			View
2022 Q4	Feb 21, 2022	Bireme Capital	-2.0%	-2.0%	BOL FP, NFLX, NKLA, OSTK, RICK, TSLA, TWTR	-			View
2024 Q4	Jan 15, 2025	Highwood Value Partners	-	4.6%	0RYA LN, ALIG SS, BOL FP, BORR, BUR, FEVR LN, GETB LN, HFG GR, JZCP LN, MOTR LN, PROT NO, WINE LN	-			View

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

BSD Shareholders of BOL-FP

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

BOL-FP

BOL-FP

Letters With This Ticker

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