DNUT

DNUT

DNUT

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Jul 4, 2025 Maple Tree Capital – Heartwood 26.3% - DNUT Adaptability, Discipline, high conviction, misunderstood companies, Operating Leverage
2025 Q1 Apr 9, 2025 Maple Tree Capital – Heartwood -18.0% -18.0% ASO, CRWD, DNUT, EA, LYFT, RDDT, UEC -
2025 Q1 Mar 31, 2025 Baron Focused Growth Fund -8.0% -8.0% ACGL, CSGP, DNUT, GWRE, H, IDXX, LVS, MTN, SPOT, TSLA -
2022 Q4 Dec 31, 2022 Baron Focused Growth Fund 11.7% 13.2% ACGL, CSGP, DNUT, FDS, FIGS, GWRE, H, IRDM, MTN, PENN, SPOT, TSLA -
2024 Q3 Oct 22, 2024 White Brook Capital 0.0% 6.5% AFYA, BLDR, DNUT, OKTA, W -
2023 Q3 Sep 30, 2023 Baron Focused Growth Fund 11.7% 13.2% ARCH, DNUT, FDS, FIGS, GWRE, MSCI, VAC -
2023 Q3 Sep 30, 2023 Baron Growth Fund 11.1% 7.4% ARCH, CSGP, DNUT, FDS, IRDM, MSCI, MTN -
2022 Q3 Sep 30, 2022 Baron Focused Growth Fund 11.7% 13.2% DNUT, FDS, FIGS, GWRE, H, IRDM, SHOP, TSLA -
2024 Q2 Jul 27, 2024 Baron Focused Growth Fund 11.7% 13.2% DNUT, GWRE, H, MNT, RRR, SHOP, SPOT, TSLA -
2024 Q4 Jan 27, 2025 White Brook Capital - - AFYA, BOX, DNUT, GBRE, GBX, INFU, KAR, LTH, MOS, OKTA, PTLO, RPID, W -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of DNUT

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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