CAN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2022 Q4	Dec 31, 2022	Polen Capital – International Growth	9.2%	-30.0%	AON, BNZL LN, CAN, GLOB, SAP, SHOP, TCEHY, TEMN SW, ULVR LN	-			View
2025 Q3	Oct 24, 2025	Macro ops	-	-	BCM.V, BTBT, CAN, CORZ, DMET.CSE, KUYA.CSE, NEWP	Bitcoin, Breakouts, commodities, crypto, Mining, Relative Strength, Silver	Bitcoin miners are experiencing a lockout rally with WGMI up 48% over the past month. The tape suggests Bitcoin is heading higher despite calls for a top. Multiple mini-consolidations are occurring within WGMI holdings, presenting actionable setups in companies like Canaan, Bit Digital, and Core Scientific.	NEWP CORZ BTBT CAN NEWP CORZ BTBT CAN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Nov 29, 2025	Fund Letters	Aaron Edelheit	Cantrip Beverages	Information Technology	Beverages	Bull		Beverages, Brand, Cannabis, capital discipline, Distribution, efficiency, growth, valuation	View Pitch
Nov 29, 2025	Fund Letters	Brandon Beylo	Canaan Inc.	Information Technology	Semiconductors	Bull	NASDAQ	Bitcoin, Breakout, Mining, Momentum, semiconductors, Speculative	View Pitch
Nov 29, 2025	Fund Letters	Aaron Edelheit	Cantrip Beverages	Information Technology	Beverages	Bull		Beverages, Brand, Cannabis, capital discipline, Distribution, efficiency, growth, valuation	View Pitch
Nov 29, 2025	Fund Letters	Brandon Beylo	Canaan Inc.	Information Technology	Semiconductors	Bull	NASDAQ	Bitcoin, Breakout, Mining, Momentum, semiconductors, Speculative	View Pitch

BSD Shareholders of CAN

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

CAN

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of CAN

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