CURB Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q4	Dec 31, 2024	Diamond Hill Small Cap Fund	1.0%	13.2%	ALGT, ASH, ASTH, CALM, CMPR, CURB, FIP, GHM, GTES, HAYN, LEU, LOB, MLAB, RCKY, RRR, SANM, USLM, WNS	defense, industrials, infrastructure, nuclear, small caps, value	Growing momentum around building additional nuclear power sources in the United States as immense power needs from AI-related datacenter demand require constant baseload power, which nuclear provides carbon-free. Centrus Energy benefited from this trend.	CURB CMPR MLAB FTAI USLM	View
2024 Q3	Oct 29, 2024	Merion Road Capital	5.4%	11.2%	CURB, FCPT, UBAB	cyclicals, industrials, REITs, small caps, Spin-Offs, value	Manager purchased two REITs during the quarter that will benefit from lower interest rates. Four Corners is a triple net lease REIT previously owned. Curbline Properties is a newly spun-off convenience real estate REIT with properties in high-growth Southeast and Southwest markets, trading at attractive valuations relative to recent acquisition prices.	UBAB CURB FCPT	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Merion Road Capital	Curbline Properties	Real Estate	Retail REITs	Bull	NYSE	consolidation, Convenience retail, discount to NAV, REIT, spin-off, strong balance sheet, Sunbelt, Value	View Pitch
Apr 13, 2026	Fund Letters	Diamond Hill Small Cap Fund	Curbline Properties	Real Estate	Retail REITs	Bull	NYSE	cash, Commercial Property, Convenience retail, debt-free, Real Estate, REIT, retail centers, spinoff	View Pitch

BSD Shareholders of CURB

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

CURB

CURB

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of CURB

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