CNU NZ Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 20, 2025	L1 Capital Long Short Fund	13.3%	-	CNU NZ, CRH, FRA GR, HBM CN, IMD AU, MIN AU, NXE, WGX AU	Copper, gold, Nuclear Energy, uranium, Value Investing	The fund delivered strong gains from energy and materials, aided by exposure to uranium miners like NexGen Energy and gold producers. It argues that nuclear powers revival and constrained supply chains create long-term upside for uranium prices. Broader exposure includes copper, infrastructure, and value-oriented equities benefiting from cyclical recovery.	WTG AU MIN HBM NXE CN WTG AU MIN HBM NXE CN	View
2024 Q3	Sep 30, 2024	L1 Capital Long Short Fund	2.4%	10.8%	CNU NZ, CRH, CVE, MEG CN, NWG LN, NXE CN, QAN AU, RMV LN, TSCO LN	-			View

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

BSD Shareholders of CNU-NZ

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

CNU-NZ

CNU-NZ

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of CNU-NZ

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: