COOK

COOK

COOK

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2022 Q2 Jun 30, 2022 SouthernSun Small Cap -7.5% - AGCO, COOK, CR, DAR, DORM, KOP, MGPI, MUSA, SAFM, SAM, SCL, UNVR Balance Sheets, consumer, Industrial, inflation, Quality, small cap, value SAM
AGCO
DAR
DORM
MGPI
2022 Q1 Apr 30, 2022 SouthernSun SMID Cap -2.8% - AGCO, COOK, DAR, SCL, THO, TMX Agriculture, consumer, energy, Manufacturing, small cap, value COOK
TMX
SCL
THO
DAR
AGCO
2022 Q1 Apr 1, 2022 SouthernSun Small Cap -2.8% - AGCO, COOK, DAR, SCL, THO, TMX Agriculture, Chemicals, energy, Manufacturing, small cap, Travel, value COOK
SCL
THO
DAR
AGCO

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 15, 2026 Fund Letters SouthernSun SMID Cap Traeger, Inc. Furnishings, Fixtures & Appliances Leisure Products Bull New York Stock Exchange Accessories, Brand Leadership, Category Leader, Consumables, innovation, IoT Devices, management incentives, market share growth, Mobile App, Wood Pellet Grills
Jun 15, 2026 Fund Letters SouthernSun Small Cap Traeger, Inc. Furnishings, Fixtures & Appliances Leisure Products Bull New York Stock Exchange Accessories, Category Leader, Consumables, Equity, Grilling App, innovation, IoT Devices, Management alignment, market share, recurring revenue, Wood Pellet Grills
Aug 13, 2025 Seeking Alpha Busted IPO Forum Traeger, Inc. Consumer Discretionary Furnishings, Fixtures & Appliances Neutral NYSE —

BSD Shareholders of COOK

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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