BP-L

BP-L

BP-L

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 16, 2025	Liontrust GF Special Situations Fund	3.4%	-	AJB.L, ALPH.L, AZN.L, BNZL.L, BP.L, CRW.L, MAB1.L, RWS.L, SHEL.L, SXS.L	Buybacks, industrials, M&A, small caps, special situations, United Kingdom, value	The fund maintains significant exposure to small and mid-cap companies, which led the market recovery from April lows. Of the 15 small cap and AIM-listed stocks in the portfolio, the average total return in Q2 was 12.6%, significantly outperforming the portfolio average. The fund remains resolute in its conviction that smaller companies retain highly attractive growth compounding potential over the longer term.	RWS.L AZN.L BNZL.L SHEL.L BP.L	View
2026 Q1	May 11, 2026	Liontrust GF Special Situations Fund	-8.5%	-8.5%	ATG.L, AZN.L, BP.L, CRW.L, DATA.L, GAMA.L, GSK.L, REL.L, SGE.L, SHEL.L, TCAP.L	AI, energy, oil, Quality, small caps, technology, Uk, valuation		ATG.L GAMA.L SHEL.L BP.L	View
2024 Q4	Feb 12, 2025	Lyrical Asset Management	-	-2.1%	005930.KS, ACN, AER, BAER.SW, BATS.L, BNP.PA, BP.L, ENX.PA, HSBA.L, MBG.DE, SAN, SHEL.L, TEP.PA	Asia, banks, EAFE, Europe, growth, international, Quality, value	AI deployment is creating both opportunities and challenges for portfolio companies. Samsung is experiencing margin pressure as AI favors High Bandwidth Memory technology where it currently lags behind SK Hynix. Teleperformance faces uncertainty as AI threatens to automate customer service functions, though the manager believes the company can adapt and benefit from increased complexity in remaining work.	TEP.PA 005930.KS	View
2025 Q3	Nov 16, 2025	UBS Asset Management	-	-	0700.HK, 7203.T, AAPL, BHP.AX, BP.L, HSBA.L, MC.PA, MSFT, RELIANCE.NS, SAP.DE, SHOP.TO, TSLA, UBS	Banking, Capital markets, Credit Risk, integration, Investment Banking, Switzerland, Wealth management	UBS operates significant capital markets activities through its Investment Bank division, with revenues increasing 23% year-over-year to $3.2bn in Q3 2025. The division saw strong performance in Global Banking and Global Markets, driven by higher revenues in Capital Markets, Advisory, and Financing activities.		View
2025 Q4	Jan 20, 2026	Harding Loevner International Small Companies Equity	-1.9%	15.1%	0005.HK, 0700.HK, AAPL, BHP.AX, BP.L, GSK, HSBA.L, LLY, MARS, MC.PA, MKC, MSFT, NESN.SW, OR.PA, PAN, SANOFI, SAP.DE, SHOP.TO, VOW3.DE, WEED.TO	AI, Consumer Staples, gold, growth, international, momentum, Quality, small cap	The fund emphasizes quality-growth investing that demands relentless skepticism toward market narratives and constant scrutiny of company fundamentals. They focus on financially strong, well-managed companies equipped with durable competitive advantages, operating in industries poised for long-term growth. The letter discusses how price momentum is a well-documented phenomenon where securities whose prices have risen are more likely to keep rising in the short run. When momentum takes hold, fundamentals usually fade from view while narratives are used to justify price moves. AI enthusiasm has lifted hardware and semiconductor stocks while weighing on shares of software and services holdings. The fund discusses AI infrastructure buildout and questions about the durability of demand across the AI supply chain, while also addressing concerns about AI disrupting IT services businesses. Gold is trading at its highest inflation-adjusted level in five decades, but it is a volatile commodity. Gold-mining companies have not had a great history of profitability other than when prices are unusually high, yet surging gold prices sparked a rally in mining stocks.	EVT GR HERDEZ MM 4527 JP 002891 CH CWK LN DIA IM	View
2024 Q4	Feb 22, 2025	Berkshire Hathaway	-	25.5%	0700.HK, 7203.T, AAPL, AMZN, AXP, BAC, BHP.AX, BP.L, CVX, HSBA.L, KHC, KO, MC.PA, MCO, MSFT, OXY, RELIANCE.NS, SAP.DE, SHOP.TO, TSLA	energy, insurance, long-term, Manufacturing, Railroads, value	Insurance remains Berkshire's core business with significant underwriting profits and float generation. GEICO showed spectacular improvement under Todd Combs' leadership, while property-casualty pricing strengthened due to climate-related damage increases.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 12, 2026	Fund Letters	Liontrust GF Special Situations Fund	BP plc	Oil & Gas Integrated	Integrated Oil & Gas	Bull	New York Stock Exchange	cash generation, competitive moat, energy infrastructure, Global Networks, Integrated Oil, Operational Flexibility, Trading Optimization	View Pitch
Apr 13, 2026	Fund Letters	Liontrust GF Special Situations Fund	BP plc	Energy	Integrated Oil & Gas	Bear	London Stock Exchange	buybacks, Commodity Exposure, energy, Integrated Oil, M&A Target, Oil & Gas, UK	View Pitch

BSD Shareholders of BP-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

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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