CL

CL

CL

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	Mondrian Global Equity Fund	-	-	BATS.L, CL, ENEL.MI, IMB.L, KO, PEP, PG, RI.PA, SRG.MI, WMT	Consumer Staples, defensives, global, Risk-adjusted, Utilities, value	Manager emphasizes defensive sectors trading at attractive valuations relative to cyclicals, with MSCI World defensives near historic lows compared to cyclically exposed sectors. Focus on risk-adjusted returns has led to increased exposure to undervalued defensive names.		View
2024 Q3	Sep 30, 2024	Merchant West	-	-	AVI.JO, CL, NPN.JO, OUT.JO, PG, PRX.AS	Central Banks, China, emerging markets, Government Unity, interest rates, REITs, South Africa	The Government of National Unity has generated positive momentum with business confidence rising and financial markets rallying strongly. The FTSE/JSE All Share Index gained 9.6% in Q3, with SA Inc stocks leading performance as consumer and business confidence gradually returns.		View
2025 Q2	Jul 27, 2025	Diamond Hill Large Cap Strategy	2.9%	4.3%	AIG, CAT, CL, EQH, FDX, GM, KMX, LHX, LULU, MLM, SYY, TGT, TMO, TXN, ZTS	AI, consumer, defense, infrastructure, large cap, technology, Trade Policy, value	AI-fueled boom continues driving technology and communication services sectors, with sentiment around AI's potential to radically change life remaining high. However, manager believes sentiment is partially disconnected from reality as AI's potential is yet to be fully proven, creating opportunities for discerning investors.	EQH ZTS TMO FDX ADBE FERG RRX	View
2025 Q1	Apr 5, 2025	13D Activist Fund	-10.2%	-10.2%	AAPL, AVGO, BLCO, CL, CMG, CNI, DKS, FTRE, HR, JNJ, KVUE, MIDD, MSFT, OR.PA, PG, QRVO, SN, SWKS, WEN, YETI	activism, consumer, M&A, semiconductors, small cap, value, volatility	The fund focuses exclusively on activist investing situations, holding positions for the full activist cycle until catalysts are no longer compelling. Activist investors are keeping their heads down and focusing on portfolios despite market volatility, with 2025 already outpacing 2024 with 45 new campaigns versus 36 last year.		View
2024 Q1	Mar 31, 2024	Merchant West	-	-	AAL.L, BHP, CL, KO, NESN.SW	Consumer Staples, credit, Elections, fixed income, Governance, Politics, South Africa	The upcoming May 29 election represents the first time the ANC may not achieve an outright majority, with polls suggesting support could fall to 38-46%. Four potential scenarios are outlined ranging from fascist coalitions to market-friendly outcomes. The country desperately needs good governance and investor confidence restoration.		View
2024 Q4	Dec 31, 2024	Diamond Hill Large Cap Strategy	-2.2%	12.1%	AMZN, BAC, BLDR, CL, EXR, FCX, GM, HCA, HUM, LEA, LULU, PEP, SBAC, SYK, WFC	Banking, consumer, healthcare, large cap, REITs, technology, value	Trade policy uncertainty has fueled a rise in the US dollar and is roiling local politics globally. President-elect Trump's tariff threats are creating market shifts and uncertainty among central banks, with the Bank of Japan explicitly citing uncertainty around Trump's policies as reason for pausing rate increases.		View
2024 Q4	Dec 31, 2024	Castlebay Investments	-	-	CL, EL, IHG.L, NXT.L, RKT.L, UL	Compounding, Consumer Goods, Counter-positioning, Quality, Resilience, United Kingdom, value	The fund focuses on owning businesses robust enough to survive unforecastable surprises, emphasizing preparedness over prediction. Many portfolio companies have net cash on balance sheets and lower debt levels compared to the market, preparing for recessions and potential business model disruption. This approach prioritizes staying in the game through compounding rather than seeking spectacular but ephemeral returns.	EL NXT.L UL.L IHG.L	View
2025 Q3	Nov 3, 2025	BlackRock Global Dividend Fund	6.7%	16.5%	AAPL, AVGO, AZN, BABA, CL, CMS, GOOGL, KO, MSFT, NVDA, NVO, ORCL, TSM, WMT	AI, Cloud, dividends, global, Quality, technology, volatility	The fund is invested in AI infrastructure, especially data centers, and sees long-term value in software. AI demand drove strong performance in Broadcom and Oracle, with Oracle experiencing a more than 350% year-on-year surge in bookings. Alibaba's AI chip launch affirmed its role as a core AI and cloud operator in China.	CL NOVO ORCL AVGO BABA ORCL AVGO BABA	View
2025 Q3	Oct 24, 2025	Diamond Hill Large Cap Strategy	-0.1%	4.2%	AIG, CAT, CL, EQH, FDX, GM, KMX, LHX, LULU, MLM, SYY, TGT, TMO, TXN, ZTS	AI, Data centers, defense, large cap, Quality, technology, value	AI-fueled boom continues driving technology and communication services sectors, with sentiment potentially disconnected from reality as AI's potential is yet to be fully realized. Markets are rewarding companies with minimal AI exposure while punishing those at risk of disruption.	ZTS FDX	View
2022 Q3	Oct 18, 2022	Third Point Offshore Fund	-	-	CL, DIS, PCG, VTYX	-			View
2022 Q3	Oct 18, 2022	Third Point Offshore Fund	1.1%	-3.0%	CL, DIS, PCG, VTYX	-			View
2025 Q4	Jan 27, 2026	Diamond Hill Large Cap Strategy	1.4%	5.7%	AIG, AON, BRK-B, CAT, CB, CL, COF, COO, DOV, EQT, GM, GOOGL, HCA, HIG, LH, MU, NDAQ, SOLV, SYY, WIX, ZTS	AI, Defensive, financials, healthcare, large cap, Quality, technology, value	The fund remains cautious of AI-driven market exuberance where investor sentiment often appears to outpace business fundamentals. AI optimism drove strong performance in information technology and communication services sectors, with hundreds of billions in AI-related capital spending supporting stocks like Micron and Sandisk. The fund continues to find attractive opportunities among high-quality, cash-generative businesses with defensive characteristics including Colgate, Aon and Berkshire Hathaway. These fundamentally stable businesses underperformed in 2025 but continue to perform in-line with expectations. The portfolio focuses on fundamentally stable, higher quality businesses trading at discounts to intrinsic value estimates. New positions like Dover Corp were initiated when stocks traded at significant discounts to estimated intrinsic value.	EQT SOLV WIX DOV COO SYY LH ZTS COF AIG GM	View
2022 Q4	Jul 1, 2023	Third Point Offshore Fund	1.1%	-3.0%	AIG, BBWI, CL, DD, PCG	-			View
2023 Q1	May 17, 2023	Third Point Offshore Fund	1.1%	-3.0%	AIG, AMD, BABA, BBWI, CL, CRM, CS, DHR, DIS, FIS, GLEN.L, GOOGL, LVMH.PA, MSFT, PCG, SHEL	activism, credit, Hedge Fund, Multi-Strategy, Structured Credit			View
2023 Q1	Mar 31, 2023	Third Point Partners	3.9%	14.0%	AIG, AMD, BABA, BBWI, CL, CRM, DHR, DIS, FIS, GLEN.L, GOOGL, MC.PA, MSFT, PCG, SHEL	activism, credit, Equity, Hedge Fund, Multi-Strategy			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Nov 29, 2025	Fund Letters	Olivia Treharne	Colgate-Palmolive Co.	Consumer Staples	Household Products	Bear	NYSE	Brand, consumer staples, Defensives, dividends, Margins, Pricing	View Pitch
Nov 10, 2025	Seeking Alpha	Seeking Alpha	Colgate-Palmolive Company		Household & Personal Products	Neutral		brands, buybacks, Colgate-Palmolive, consumer staples, dividends, global reach, growth, Margins, raw material costs, tariffs	View Pitch
Nov 10, 2025	Seeking Alpha	Seeking Alpha	Colgate-Palmolive Company		Household & Personal Products	Neutral		brand portfolio, Colgate-Palmolive, consumer demand, consumer staples, innovation, margin pressures, market leadership, operational efficiency, sales growth, shareholder returns	View Pitch
Aug 13, 2025	Seeking Alpha	Florian Muller	Colgate-Palmolive	Other	-	Neutral	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Alan Galecki	Colgate-Palmolive Company	Consumer Staples	Household & Personal Products	Bear	NYSE	—	View Pitch

BSD Shareholders of CL

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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