DISH

DISH

DISH

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Jul 9, 2024	Palm Valley Capital Management	-0.1%	4.2%	0288.HK, AAPL, AVA, CHTR, CMCSA, CRI, DISH, DOX, EQC, HOFT, KELYA, LAI.TO, MAN, NVDA, NWN, PHYS, PSLV, RGP, T, TBI	consumer, Precious Metals, small caps, Staffing, Utilities, value	Small cap valuations have normalized more than large caps since 2021 peaks, with median profitable small cap P/E at 17.5x versus 24x for large caps. The fund sees selective opportunities among struggling smaller companies trading near multi-year lows. Quality small caps have underperformed recently but historically delivered strong returns.	CRI TBI DOX RGP	View
2024 Q2	Jul 17, 2024	EdgePoint Global	-	-	AAL, ACQ.TO, BBWI, CC, CNK, CWK, CZR, DISH, FDC, FTR, HCA, MTL.TO, O-I, OR.TO, PHII, PRM, PSD.TO, SMG, TEVA, WDC	active management, Benchmarks, credit, fixed income, portfolio construction, risk management	Manager argues that using indexes as benchmarks creates perverse incentives similar to Goodhart's Law, where the measure becomes the target and ceases to be a good measure. Fixed income indexes weight companies by debt issuance size, meaning the most indebted companies get the largest weights, which is counterintuitive for credit investing.		View
2023 Q1	Apr 13, 2023	Purpose Investment Partners	0.6%	0.6%	AAPL, BDN, BXP, DISH, PDM, WFC	Banking, Canada, credit, distressed, fixed income, high yield, interest rates	Regional U.S. bank failures including Silicon Valley Bank and Signature Bank created credit market volatility. Credit contraction from banking stress may slow the economy similar to higher interest rates. The team views this as creating opportunities in distressed credit situations.	TALEN DISH	View
2024 Q1	Apr 10, 2024	Purpose Investment Partners	3.0%	3.0%	AAPL, BAC, BN.TO, CVE.TO, DISH, MCD, RY.TO, TCNNF, TD.TO, TLN, VST	credit, energy, high yield, inflation, Power Generation, Preferred, Resilience	The U.S. economy demonstrates remarkable resilience with GDP growth forecasts increasing to 2.2% for 2024 from 1.3% at year start. First-time unemployment claims remain at 1960s levels despite 100 million more people, indicating strong labor market conditions. This resilience stems from excess liquidity from pandemic-era government spending and unique 30-year mortgage structures.	CVE.TO	View
2025 Q3	Oct 16, 2025	Laughing Water Capital	-1.0%	-2.7%	CLAR, DISH, LFCR, NN, PAR, T, THRY, VTY.L	concentrated, fundamentals, Patience, Private Market, small caps, undervalued, value	Manager focuses on businesses trading below private market value with clear catalysts for value realization. Multiple portfolio companies are undergoing strategic reviews or have management incentivized to maximize shareholder value through potential sales.	VTY LN THRY US PAR US NN US LFCR US CLAR US	View
2025 Q3	Oct 16, 2025	Magellan Global Opportunities Fund No. 1	3.0%	-	ADS.DE, AMD, AMT, AMZN, AVGO, DEO, DISH, ES, GOOGL, MA, META, MSFT, NESN.SW, NKE, NVDA, ORCL, PUM.DE, RKT.L, SAP, SATS, T, TSM, UMG.AS, UNH, YUM	AI, consumer, global, Quality, semiconductors, technology	Renewed enthusiasm in the AI trade has driven markets to fresh highs, with large deals announced by OpenAI with Nvidia, Broadcom, Oracle and AMD. However, these deals are circular in nature and heavily dependent on OpenAI growing and monetising its user base given limited current revenue. While positive on GenAI potential long term, considerable uncertainty remains on pace and degree of monetisation.		View
2024 Q4	Jan 15, 2025	Purpose Investment Partners	3.1%	12.0%	CURO, DISH, TCNNF, TLN	Convertible, credit, distressed, duration, fixed income, high yield, Treasury	The fund actively invests in distressed credit opportunities, with the largest contributors and detractors in 2024 being distressed credit investments involving bankruptcy or near-bankruptcy situations. The team maintains a positive P&L ratio of two to one on distressed investments despite some notable losses.		View
2024 Q2	Jul 29, 2024	Choice Equities Capital Management	-1.8%	5.5%	AMZN, DIS, DISH, FOX, FUBO, GOOGL, HEES, META, MGNI, MSFT, NFLX, NVDA, OEC, PAR, ROKU, WBD	Ad Tech, AI, Concentration, small caps, Streaming, technology, value	AI enthusiasm morphed into an outright AI vortex during Q2, with possibilities around AI use cases and productivity enhancements captivating public imaginations and creating an arms race mentality in corporate boardrooms. Four large hyperscalers intend to spend approximately $200B this year on AI chips, with the market capitalizing these large capital flows and rewarding recipients like Nvidia with higher trading multiples.	MGNI	View
2024 Q2	Jul 19, 2022	CrossingBridge Advisors	0.0%	0.0%	CROX, DISH, PARA, SATS	credit, Event-Driven, floating rate, Foreign, high yield, investment grade	High yield credit spreads are at their lowest level since 2007, with over 60% of the market trading below 200 basis points. The manager notes this creates a challenging environment where risk is being mispriced across asset classes. Despite tight spreads, credit quality has improved with leverage reduction across the market.		View
2023 Q1	May 23, 2023	ClearBridge Investments Large Cap Value	0.0%	0.0%	AXP, BAC, BDX, COP, CVX, DISH, ELV, GOOGL, HON, JNJ, JPM, MCK, META, MSFT, MSI, PGR, SCHW, TEL, UNH, USB	Banking, financials, healthcare, large cap, Quality, technology, value	The banking crisis in March highlighted risks in less diversified banks with concentrated deposit bases. The strategy's bias toward larger banks with strong deposit bases provided defensive positioning during the selloff.	MCK ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO AVGO\|LLY\|MRK\|NVDA\|ORCL\|PGR SCHW	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 27, 2026	Fund Letters	Purpose Investment Partners	DISH Network Corporation	Communication Services	Cable & Satellite	Bull	NASDAQ	5G, convertible debt, Credit Opportunity, Dislocation, Free Cash Flow, Satellite TV, Technical Selling, Wireless Spectrum	View Pitch

BSD Shareholders of DISH

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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