COTY

COTY

COTY

Market Cap: $2.29B

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Jun 30, 2024	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	The strategy holds AI beneficiaries like AppLovin and Marvell Technology. Despite short-term pressure from DeepSeek concerns, the managers believe AI-enabled advertising platforms and data center infrastructure remain compelling long-term opportunities in the mid cap space.		View
2024 Q4	Feb 10, 2025	Meridian Hedged Equity Fund	0.1%	13.1%	ABNB, AMT, AMZN, BABA, COTY, DHI, DHR, GEO, LYV, MGM, QCOM, V, VST, YOU	downside protection, Hedged Equity, large cap, Options, Quality, risk management	Amazon demonstrates strong positioning in digital commerce and cloud computing with secular growth drivers. The company delivered strong third-quarter results exceeding expectations despite mixed macro signals. Multiple value creation drivers include retail margin expansion, continued cloud growth, and scaling of high-margin businesses.	VST AMZN V COTY DHR AMT	View
2024 Q4	Dec 31, 2024	Hardman Johnston Global Equity	-0.2%	22.0%	AMZN, BAC, BSX, COTY, ELAN, FTI, GOOGL, HWM, IQV, LEN, LLY, MA, MELI, META, NVO, PRX, STAN.L, TMUS, UNH, VRTX	Agriculture, AI, Data centers, Deregulation, energy, financials, healthcare, technology	AI is driving accelerating demand for data centers, with companies like Vertiv benefiting from AI-driven data center demand and Howmet Aerospace seeing emerging growth from industrial gas turbines used in gas power plants for AI data centers. The manager views AI as a long-term play that creates opportunities throughout its value chain globally.		View
2023 Q4	Dec 31, 2023	Meridian Hedged Equity Fund	6.2%	0.0%	ALGM, AMZN, COTY, LBRDK, LEVI, LW, LYV, MSFT, RIVN, SBH, SPHR, VST, ZM	consumer, Hedged Equity, Quality, risk management, technology, value	Allegro Microsystems faced headwinds from weaker guidance and inventory corrections in automotive and industrial markets. The company continues to see strong traction in e-mobility business targeting electric and autonomous vehicles. Long-term outlook remains positive despite near-term uncertainty around recovery pace.	AAPL\|MSFT\|NFLX\|NVDA\|UNH LEVI SBH SPHR ALGM LBRDK	View
2025 Q4	Jan 23, 2026	Brandes Core Plus Fixed Income Fund	0.9%	6.7%	ADT, CNSL, COTY, F, GTN, KSS, OGN, SABR, SPR, USB, UVN	Corporate Bonds, credit, duration, Fed policy, fixed income, inflation, Treasuries, Yield Spreads	Consumer Price Index is approximately 25% higher since COVID pandemic, the highest rise in nearly forty years. Inflation has outpaced wage growth, creating affordability issues. The manager believes inflation will trend higher rather than moving toward the Fed's 2% target. Early warning signs of credit stress in private credit markets with collapses of subprime issuers and private debt markdowns. Goldman Sachs reports 15% of private credit borrowers cannot cover interest costs. The manager questions whether these are isolated events or signs of broader trouble ahead. Fed cut rates by 1.75% since September 2024 with third consecutive reduction in December. The manager believes the market may be underestimating the ultimate neutral fed funds rate and that the last 18 years of unconventional monetary policy may have skewed perceptions of normal rates.		View
2024 Q3	Sep 30, 2024	Hardman Johnston Global Equity	4.5%	22.2%	AMZN, ASML, BSX, COTY, CTVA, ELAN, FTI, GOOGL, GRFS, HWM, IQV, LLY, MA, MELI, META, MSFT, NVDA, NVO, OLED, PRX.AS, SAF.PA, SCHW, STAN.L, TEAM, TMUS, TSM, UNH, VRT, VRTX	aerospace, AI, defense, global, healthcare, technology, volatility	AI has driven huge returns and still appears to show enormous growth potential that can justify lofty valuations. Companies are investing in AI to boost productivity, enhance their offerings to businesses and consumers, and boost their market positions. The manager sees opportunities to explore the next derivative theme of AI and identify stocks with clear earnings growth potential.	META TEAM ASML PRX.AS MELI SAF.PA HWM	View
2023 Q3	Sep 30, 2023	Meridian Hedged Equity Fund	6.2%	0.0%	COTY, DBRG, LEVI, LW, LYV, MSFT, RIVN, SBH, VST, ZM	consumer, Diversified, Equity, large cap, technology			View
2023 Q3	Sep 30, 2023	WS Ruffer Total Return Fund	0.0%	0.0%	BABA, BP, C, COTY, EWBC, JXN, RYA.L	Bonds, capital preservation, global, Multi-Asset, rates, risk management	Fund positioned for falling interest rates by adding bond duration in recent months, taking advantage of compelling valuations with US ten year real yields reaching 2.5%. The November rally in fixed income was the largest contributor to returns as bonds experienced their best monthly return since 2008.		View
2025 Q1	Mar 31, 2025	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	AI beneficiaries like AppLovin faced pressure from short sellers amid broader tech retreat, but the manager believes AI-enabled advertising platforms remain among the best AI opportunities in mid cap. Data center companies like Marvell continue to benefit from hyperscaler buildouts despite DeepSeek concerns. SailPoint's AI integration has expanded its addressable market for identity security solutions.		View
2022 Q4	Jan 31, 2023	Meridian Hedged Equity Fund	6.2%	0.0%	4CB, AMZN, COTY, DIS, SBH, STRYQ	-			View
2023 Q4	Jan 13, 2024	ClearBridge Investments Mid Cap Growth Strategy	0.0%	0.0%	ACGL, APIO, APTV, ARGX, CAE, CDW, COTY, ENTG, EVBG, EXPE, HAS, ICLR, KKR, MRVI, NATL, PFGC, PINS, SXT, VYX	consumer discretionary, growth, healthcare, industrials, mid cap, Quality, technology	Expedia was the top performing holding as negative investor sentiment and recession fears gave way to soft landing optimism. The company's completion of integrating multiple brands under the same technology and marketing infrastructure has helped bolster its ability to capture additional market share.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Meridian Hedged Equity Fund	Coty, Inc.	Consumer Staples	Personal Products	Bull	NYSE	Beauty, Brand Development, China, Consumer products, Cosmetics, Prestige Brands, retail	View Pitch

BSD Shareholders of COTY

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
Jo Taylor	Ontario Teachers' Pension Plan	$4.3B	$741,396	0.02%	240,713	+222,921	+1252.93%	0.0324%
Steven A. Cohen	Point72 Asset Management	$86.8B	$4.9M	0.01%	1,591,486	-1,713,462	-51.85%	0.2142%
Ray Dalio	Bridgewater Associates	$27.4B	$3.5M	0.01%	1,137,305	+941,529	+480.92%	0.1531%
Dmitry Balyasny	Balyasny Asset Management	$76.6B	$227,911	0.00%	73,997	-280,704	-79.14%	0.0100%
Israel Englander	Millennium Management LLC	$233.2B	$1.1M	0.00%	345,973	-5,936,305	-94.49%	0.0466%
Aaron Weitman	CastleKnight Management LP	$4.5B	$1.3M	0.03%	432,400	-1,238,200	-74.12%	0.0582%
David Siegel & John Overdeck	Two Sigma Investments	$67.5B	$9.3M	0.01%	3,014,275	-1,387,279	-31.52%	0.4058%
Cliff Asness	AQR Capital Management	$190.6B	$9.3M	0.00%	3,014,226	+517,231	+20.71%	0.4058%

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