COO

COO

COO

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 2, 2025	Meridian Growth Fund	4.1%	-	COO, CW, DKNG, FSS, HALO, ZD	Competitive Advantage, Compounding, growth, Recurring Revenue, volatility	The letter emphasizes investing in companies with sustainable growth driven by recurring revenue and competitive advantages. Management prioritizes downside protection and valuation discipline alongside growth. Volatility is viewed as a chance to add to long-term compounders.	COO HALO ZD	View
2025 Q2	Jul 29, 2025	Baron Asset Fund	7.8%	4.6%	ACGL, APH, COO, CSGP, DKNG, GWRE, IDXX, IOT, IT, LPLA, MSCI, MTD, PCOR, ROP, TECH, VRSK	balanced investing, Compounding, diversification, Quality, risk management	The commentary focuses on diversified equity exposure across growth and value styles to reduce volatility while compounding capital. Management emphasizes investing alongside capable operators in businesses with durable demand. Diversification across industries and business models is positioned as a long-term risk management tool.		View
2025 Q4	Feb 8, 2026	SGA – U.S. Large Cap Growth	0.2%	3.0%	AAPL, AMZN, ARM, AVGO, AXP, COO, CRM, DHR, GOOGL, GWW, INTU, META, MSFT, NFLX, NKE, NOW, SPGI, V, WM, YUM	AI, growth, large cap, momentum, Quality, semiconductors, valuation	AI capital expenditures are expected to moderate due to structural constraints including power availability, skilled labor shortages, and capital availability. Hyperscaler CapEx spending has reached historically high proportions of revenues and operating cash flows. The most attractive long-term AI opportunities reside with businesses building long-term value rather than companies exposed to cyclical swings. 2025 was characterized by extreme momentum dynamics with capital flowing into immediate winners while perceived losers saw unprecedented pressure. Market leadership concentrated in lower-quality, speculative, and cyclically sensitive stocks. The momentum trade has been exceptionally profitable short-term but timing the inevitable reversal remains challenging. Quality growth companies with stable fundamentals have seen relative valuations plummet to lowest levels in decades while cyclicals trade at historically high levels. The portfolio focuses on reliable and durable growth companies with lower variability that continue to compound earnings and cash flows attractively despite not being rewarded by the market currently. Semiconductor and AI capital equipment stocks were among market darlings, buoyed by massive AI infrastructure spending. However, purely cyclical sectors exposed to hyperscaler CapEx growth rates will have a shorter runway of growth left as further upward growth revisions become challenging.	ALC YUM IT META MSFT ARM AVGO CRM COO GOOG	View
2025 Q3	Oct 24, 2025	Diamond Hill Mid Cap	4.5%	9.5%	AIG, COO, EQH, GDDY, KMX, RRR, RVTY, TTC, WCC	AI, Consumer Demand, industrials, Mid Caps, valuation	The fund notes that AI enthusiasm is inflating valuations across mid-cap equities while creating opportunities in overlooked industrial and consumer names. It highlights investments in defense, data centers, and housing-related sectors that can benefit from secular tailwinds. Managers remain focused on intrinsic value and quality amid macro uncertainty.	HII WCC CIEN	View
2025 Q3	Oct 24, 2025	Diamond Hill Small-Mid Cap Strategy	6.2%	7.3%	CIEN, COO, EQH, GDDY, KMX, RRR, RVTY, TFIN, TTC, WCC	AI, defense, industrials, infrastructure, valuation	The strategy underperformed as AI-driven rallies boosted large-cap tech, though holdings like Ciena and WESCO benefited from AI infrastructure spending. Managers see opportunities in undervalued industrials and defense suppliers such as Huntington Ingalls, which gain from rearmament trends. The team warns of AI overvaluation and focuses on patient value investing amid market exuberance.	RVTY COO TTC HII CIEN HII WCC CIEN	View
2025 Q3	Oct 22, 2025	Kovitz Core Equity Strategy	-	8.2%	ALC, COO, FI, GOOG, KMX, ORCL, PM, PPG, RYAN, TSLA, WAT	AI, Compounding, Health Care, Quality, valuation	Kovitz highlights market concentration in AI and mega-cap technology stocks while maintaining a valuation-disciplined focus on quality compounders. The strategy increased exposure to healthcare and insurance names like Alcon and Ryan Specialty after taking profits in Oracle. The team stresses long-term fundamentals and risk discipline amid elevated valuations and AI euphoria.	WAT RYAN COO ALC ORCL WAT RYAN COO ALC ORCL	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
2025 Q4	Jan 26, 2026	Cambiar SMID Fund	1.6%	0.0%	ACVA, ALGN, BOKF, COO, EEFT, FNF, GOOGL, JBHT, LAZ, MAS, NVDA, WFC, WSC	AI, Credit Stress, financials, healthcare, Quality, small caps, value	The market has priced in a near-flawless AI future for years, but sentiment is shifting as investors become more scrutinizing. Only two of the Mag7 outperformed in 2025, and the market is now more discerning about how AI investments will translate into financial returns. Increased debt financing for AI capex creates vulnerability to credit tightening. The fourth quarter saw a reversal in the growth versus value trade, with traditional value sectors like Healthcare and Financials performing well while Mag7 largely lagged. The fund's quality bias and valuation sensitivity were out of step with a market prioritizing higher-beta momentum stocks. Value stocks offer attractive return potential going forward. Small cap stocks trailed larger cap counterparts for the year despite posting respectable 12.8% gains. Companies with negative income outperformed by wide margins in 2025, creating challenges for quality-focused strategies. The market environment paralleled 2021's speculative period with little regard for valuation or earnings. Corporate bankruptcies spiked in 2025, highlighting growing financial pressure amid elevated borrowing costs. Middle and lower income consumers are increasingly stretched with high credit card balances and subprime auto loan delinquencies at highest levels since 2008. Rising unemployment likely to amplify these pressures.	COO	View
2025 Q4	Jan 21, 2026	Meridian Growth Fund	-0.4%	-6.4%	ABT, CERT, CHDN, COO, DOCS, DT, EXAS, GFS, GMED, RELY, SAIC, TNDM, TPB, TRMB, VCYT	growth, healthcare, Medical Devices, Quality, small caps, technology	Healthcare was the portfolio's largest allocation and top-performing sector for the quarter, with the fund maintaining an overweight position. The manager views healthcare as undervalued relative to long-term fundamentals after lagging the broader market for four years. Several healthcare holdings contributed positively including medical device companies and diagnostics firms. The fund's investment approach emphasizes high-quality businesses with recurring revenue, sustainable competitive advantages, and strong balance sheets. However, the quarter saw relative outperformance by lower-quality stocks which created a modest headwind to performance given the portfolio's quality bias. The fund focuses on small-cap growth investments, benchmarked against the Russell 2500 Growth Index. Small caps delivered solid annual returns of 12.8% for the year, though below large-cap returns, with value outperforming growth in the quarter.		View
2024 Q3	Sep 30, 2024	Baron Asset Fund	8.3%	10.6%	COO, CSGP, DUOL, DXCM, FICO, GWRE, IT, SCHW, VRSK, WELL, WST	-			View
2024 Q3	Sep 30, 2024	Meridian Growth Fund	6.8%	0.0%	COO, DOCS, GFS, OKTA, SMAR, ZD	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 21, 2026	Fund Letters	Tucker Brown	Cooper Companies Inc	Health Care	Health Care Supplies	Bull	New York Stock Exchange	cashflow, Governance, innovation, Margins, Medical devices	View Pitch
Jan 29, 2026	Fund Letters	Chuck Bath	The Cooper Companies, Inc.	Health Care	Health Care Supplies	Bull	New York Stock Exchange	Contact lenses, growth, Medicaldevices, valuation, Womenshealth	View Pitch
Jan 28, 2026	Fund Letters	Ania A. Aldrich	The Cooper Companies, Inc.	Health Care	Health Care Supplies	Bull	New York Stock Exchange	capacity expansion, Contac tlenses, Medical devices, recurring revenue, valuation	View Pitch
Jan 26, 2026	Seeking Alpha	Seeking Alpha	The Cooper Companies, Inc.	Healthcare	Medical Devices	Bull	New York Stock Exchange	Contact lenses, Cooper Companies, daily disposables, insider purchases, Medical devices, pediatric myopia, premium pricing, R&D, Revenue Growth, strategic review	View Pitch
Jan 8, 2026	Fund Letters	Chad Meade	The Cooper Companies Inc.	Health Care	Medical Devices	Bear	NASDAQ	Devices, Fertility, growth, healthcare, lenses	View Pitch
Nov 29, 2025	Fund Letters	Chris Welch	Cooper Companies Inc.	Health Care	Medical Devices	Bull	NYSE	Contact lenses, Fertility, Health Care, Margins, scale, secular growth	View Pitch
Nov 29, 2025	Fund Letters	Matt Hayner	Cooper Companies Inc.	Health Care	Health Care Supplies	Bull	NYSE	cashflow, Contacts, healthcare, lenses, Margins, oligopoly, valuation	View Pitch
Nov 28, 2025	Fund Letters	Matt Hayner	Cooper Companies Inc.	Health Care	Health Care Supplies	Bull	NYSE	cashflow, Contacts, healthcare, lenses, Margins, oligopoly, valuation	View Pitch

BSD Shareholders of COO

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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