BOX

BOX

BOX

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q4	Dec 31, 2024	Peterson Investment Fund	8.8%	8.8%	BABA, BOX, BRK.B, CVX, EBAY, GOOG, HOG, JNJ, JWN, ORCL, OXY, STX, T, UNH	AI, China, dividends, long-term, Options, technology, value	Portfolio positioned at forefront of AI revolution with Alphabet and Alibaba driving breakthrough innovations. Advanced AI technologies transforming analysis through proprietary AlphaOne platform. AI Agents represent next evolution in automation, fundamentally reshaping industries.		View
2023 Q3	Oct 20, 2023	White Brook Capital	0.0%	6.5%	AFYA, BLDR, BOX, GBX, KNX, MOS, U	Autos, Homebuilders, interest rates, Rail Equipment, small caps, value	Manager believes small and midcap stocks are very attractive for long term capital and systemically penalized by recession fears despite better outcomes becoming more probable. Small companies are newly competitive against larger peers as supply chain pressures have receded.	BLDR DFGBX	View
2025 Q3	Oct 14, 2025	Madison Small Cap Fund	-1.6%	-6.6%	AXS, BOX, CIEN, CMN, CRL, CSL, EHC, ENTG, EXP, FORM, GMS, HAYW, HQY, HXL, KN, SAIA, SHAK, SMG, SMPL, WSC	aerospace, AI, Construction, Quality, small caps, underperformance, value	AI continues to be the dominant theme driving much of the Russell 2000's performance, particularly in technology stocks. The manager expresses skepticism about AI disruption fears in software, noting that 60% of AI answers are incorrect and 95% of enterprise AI projects are failing. They view fears about AI replacing critical software applications as vastly overblown.	CRL EXP HXL	View
2024 Q3	Sep 30, 2024	Madison Small Cap Fund	6.3%	17.2%	BOX, CCOI, CIEN, CNM, CR, CSL, EHC, OSW, SMG, SUM, WK	Construction, Housing, industrials, small cap, software, technology	New investment in Workiva, a cloud-based software provider of compliance and regulatory reporting solutions used by 75% of Fortune 500 companies. The platform offers collaboration, data integration, and process management controls for financial and regulatory management systems.	WK	View
2023 Q4	May 3, 2024	Bumbershoot Holdings	0.0%	0.0%	AE, AGM, AXR, BOX, BRK-B, CTRA, EVLV, FEIM, GENC, GHM, GOOGL, HCCI, HSII, IMKTA, KVHI, LGND, MDLZ, MSTR, MU, NR, ORN, PATI, PLAB, STXS, VKTX, ZION	Biotechnology, Fertilizers, fundamentals, healthcare, small caps, value	The fund maintains significant exposure to agricultural-fertilizer sector with positions in Intrepid Potash, Nutrien, Mosaic, and CF Industries. Despite being a significant detractor for the year, the manager remains highly constructive about long-term fundamentals within the fertilizer industry.		View
2023 Q1	Apr 17, 2023	SandbrooK Capital	6.0%	11.1%	AMZN, BILL, BOX, CFLT, CRM, CROX, CRWD, ESTC, ETSY, GOOS, HCP, HIMS, MSFT, NKE, RH, SNAP, SNOW, SPT, VRT, ZM	consumer, Long/Short, Macro, risk management, software, technology	Manager focused on large cap tech and growth software names, particularly beaten-up tech stocks in January. Positioned in CRM, CRWD, ZM, SNOW, BILL, AMZN, MSFT, and ESTC as top contributors. Also shorted tier 2 high growth software names where multiples had run above long-term averages.	SONO	View
2022 Q3	Apr 11, 2022	White Brook Capital	0.0%	6.5%	BOX, GBX, ITRI, KAR	-			View
2024 Q4	Mar 31, 2025	Bumbershoot Holdings	-	5.7%	AGM, BOX, CAMT, CF, CTRA, FSLR, GOOGL, HERC, IPI, KEX, LGND, MDGL, MOS, NR, NTR, ORN, OSIS, VKTX, VLO, WTTR, ZM	AI, Fertilizers, healthcare, Micro Cap, small caps, technology, value	Manager extensively discusses AI investment narrative driving markets, questioning whether foundational AI layers remain investable versus application layers. Explores AI's transformational potential and market concentration around AI-related mega-cap stocks.		View
2025 Q1	Mar 31, 2025	Madison Small Cap Fund	-9.0%	-9.0%	AXS, BOX, CFLT, CMCO, CSL, EHC, HQY, OPCH, POWI, PRMB, RVLV, SHAK, SMG, SMPL, WK	Construction, consumer, financials, healthcare, small cap, tariffs, technology	Industrial economic activity remains depressed and the back half recovery expected in residential and non-residential construction now seems in jeopardy due to stubbornly high interest rates. The managers believe companies with depressed construction exposure are attractively valued but acknowledge these stocks may take longer to inflect upwards than previously anticipated. They continue to see opportunities in construction-related industries due to this unique cycle where many companies have strong balance sheets and higher than normal margin profiles.		View
2024 Q4	Jan 27, 2025	White Brook Capital	-	-	AFYA, BLDR, BOX, DNUT, GBX, GPRE, INFU, KAR, LTH, MOS, OKTA, PTLO, RPID, W	Brazil, Fertilizers, Food, healthcare, Housing, mid cap, technology, value	Two portfolio companies have significant Brazilian operations affected by currency devaluation of over 25% in 2024. Brazilian government passed fiscal measures reducing spending in late 2024, and currency pressures have abated. The manager expects significant returns if Brazil's currency stabilizes or improves versus the dollar.		View
2022 Q4	Jan 25, 2023	White Brook Capital	0.0%	6.5%	BOX, GBX, MOS, RILY	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Oct 17, 2025	Substack	Shareholders Unite	Box, Inc.	Information Technology	Software - Infrastructure	Bull		Agentic AI, AI platform, Box AI Agents, Box Automate, cloud-based solutions, cybersecurity, enterprise data management, Intelligent Content Management, unstructured data, workflow automation	View Pitch

BSD Shareholders of BOX

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.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: