EBAY

EBAY

EBAY

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 15, 2025	Smead Value Fund	-2.4%	-5.4%	AMGN, AXP, BRK-A, CSCO, CVE, DHI, DVN, EBAY, INTC, JPM, LEN, MAC, MRK, MSFT, NVR, OXY, SPG	energy, Homebuilders, Long Term, underperformance, value	The fund positions itself as a value-oriented strategy, drawing parallels to Warren Buffett's underperformance during the dot-com bubble. The managers emphasize their focus on neglected companies while money flows into popular growth stocks and the Magnificent Seven.		View
2024 Q2	Jul 10, 2024	HORAN Capital Advisors	0.0%	0.0%	AMZN, EBAY, LULU, META, MSFT, NKE, NVDA, ROST, SBUX, TGT, TJX, WEN, WMT	consumer, earnings, Economic Slowdown, Fed policy, Market Concentration, Sentiment	Consumers are changing shopping habits due to elevated prices and higher unemployment, with higher earners now shopping at discount stores. Walmart is seeing increased higher income shoppers while companies like Starbucks and Nike face headwinds from consumer pressure. Sales growth for discount stores has outperformed name brands for several quarters.		View
2025 Q1	Apr 5, 2025	Manole Capital Management	-	-	AAPL, AMZN, EBAY, GOOGL, JPM, META, NVDA, PYPL, SQ, TSM, V	AI, Digital, Fintech, Magnificent Seven, payments, rates, technology	AI spending by tech giants is significantly reducing free cash flow as companies like Alphabet and Meta plan massive capital expenditures. DeepSeek's announcement raised questions about AI infrastructure investments but was viewed as more panic than fundamental threat. The AI boom differs from the dot-com era due to real earnings and sustainable business models backing today's leaders.		View
2024 Q1	Apr 24, 2024	Titan Wealth	-	-	AAPL, ABNB, ADBE, ALNY, BMW.DE, DBX, DIS, EBAY, ETSY, EW, GOOGL, GSK, META, MSFT, NFLX, NKE, ORCL, STLA, TSLA, V	diversification, emerging markets, healthcare, inflation, Multi-Asset, rates, technology	Technology sector performance driven by AI excitement continues to support markets. The combination of falling rates and excitement around AI's potential to boost long-term productivity growth and margins provides a powerful tailwind for equities.		View
2025 Q1	Apr 17, 2025	Titan Wealth	-	-	AAPL, ADBE, AMD, AMZN, AVGO, BIO, BMW.DE, EBAY, EL, EOAN.DE, ETSY, HEIA.AS, JPM, LLY, MT, NKE, NVDA, RWE.DE, STLA, V	AI, ETFs, Europe, infrastructure, tariffs, technology, Utilities	The ongoing rise of Exchange Traded Funds has significantly altered equity market structure, with the top 10 companies now accounting for around 20% of the MSCI World Index. This dominance is driven by passive investment flows, creating both challenges and opportunities for active managers.		View
2026 Q1	Apr 16, 2026	Lyrical Asset Management	-6.7%	-6.7%	ARW, EBAY, EXPE, FFIV, FIS, FLEX, GEN, ICLR, JCI, NRG, SSNC, UBER, WCC	earnings, financials, healthcare, industrials, technology, value			View
2024 Q1	Apr 15, 2024	Matrix Large Cap Value Strategy	0.0%	0.0%	ABBV, AEP, AMGN, APD, DUK, EBAY, FDX, JPM, NEE, PARA, PYPL, QCOM, RTX, SBUX, TSN, TXN, UNH	AI, dividends, financials, large cap, rates, technology, Utilities, value	Utilities were the worst-performing sector in 2023, creating opportunities to buy high-quality companies with predictable earnings and dividend growth. The sector has emerging growth potential as electricity demand for AI, data centers, and new technology is projected to rise rapidly through the end of the decade. Matrix increased utility exposure from 4% to 10.5% of the portfolio.	TSN AEP	View
2024 Q1	Apr 15, 2024	Matrix Dividend Income	0.0%	0.0%	ABBV, AEP, AMGN, APD, DUK, EBAY, FDX, JPM, NEE, PARA, PYPL, QCOM, RTX, SBUX, TSN, TXN, UNH	dividends, financials, large cap, Rate Cuts, technology, Utilities, value	Utilities were the worst-performing sector in 2023, creating opportunities to buy high-quality companies with predictable earnings and dividend growth. The sector has emerging growth potential as electricity demand for AI, data centers, and new technology is projected to rise rapidly through the end of the decade. Matrix increased utility exposure from 4% to 10.5% of the portfolio.	TSN AEP	View
2025 Q1	Mar 31, 2025	Columbia Seligman Global Technology Fund	-12.7%	-12.7%	6723.T, AAPL, AVGO, BE, CHKP, EBAY, FFIV, GEN, GOOGL, GPN, LRCX, MRVL, MSFT, NVDA, ON, TER, TMV.DE, V	AI, Cloud, cybersecurity, global, semiconductors, tariffs, technology	AI continues to be the strongest theme in technology as infrastructure buildouts continue and companies hasten to deploy new AI capabilities. Capital spending from publicly traded cloud service providers including Microsoft, Google, Amazon, Oracle and Meta is continuing to grow. However, concerns emerged about the size of AI-related capital expenditure spending and a slowdown in cloud spending as AI models become cheaper and more efficient.		View
2025 Q1	Mar 31, 2025	Harbor Mid Cap Value Fund	-2.7%	-2.7%	AIG, ALSN, AMKR, ATKR, BK, DOX, EBAY, FOXA, HIG, HPQ, KR, NFG, NRG, ORI, PHM, PVH, STT, TOL, UAL, UGI	consumer discretionary, financials, mid cap, Trade Policy, Utilities, value	The fund maintains a deep value discipline with stretched valuation spreads remaining historically wide. The portfolio continues to trade at discounts relative to the benchmark, focusing on high-quality, profitable companies that generate strong cash flow, pay dividends, and actively buy back shares.		View
2024 Q4	Mar 1, 2025	Columbia Seligman Global Technology Fund	7.5%	26.7%	AAPL, AMAT, AVGO, BE, DBX, EBAY, GDDY, GOOGL, GPN, LRCX, META, MRVL, MSFT, NVDA, NXPI, ON, ORCL, WDC	AI, Cloud, cybersecurity, global, growth, semiconductors, software, technology	AI continues to be the strongest theme in technology, as infrastructure buildouts continue and companies hasten to deploy new AI capabilities. Capital spend from public cloud service providers Microsoft, Google, Amazon, Oracle and Meta are all continuing to grow. The fund sees AI as driving demand for technology infrastructure and offering the promise of exponentially increased productivity gains.		View
2024 Q4	Dec 31, 2024	Oakmark Fund- International Small Cap	2.0%	16.0%	ABNB, CE, CG, CNC, CRM, DIS, EBAY, ELV, GEHC, GM, GS, HLT, IQV, KDP, MO, PHM, TFC, WFC	Banking, Buybacks, financials, healthcare, large cap, Quality, technology, value	The fund focuses on investing in high-quality businesses at attractive prices despite broad market valuations being above historic averages. The wide spread in valuation multiples provides opportunities for superior future returns with a margin of safety.	KDP GEHC ELV CG ABNB CNC WFC	View
2024 Q4	Dec 31, 2024	Peterson Investment Fund	8.8%	8.8%	BABA, BOX, BRK.B, CVX, EBAY, GOOG, HOG, JNJ, JWN, ORCL, OXY, STX, T, UNH	AI, China, dividends, long-term, Options, technology, value	Portfolio positioned at forefront of AI revolution with Alphabet and Alibaba driving breakthrough innovations. Advanced AI technologies transforming analysis through proprietary AlphaOne platform. AI Agents represent next evolution in automation, fundamentally reshaping industries.		View
2025 Q3	Oct 21, 2025	Starboard Value	-	-	ABNB, BKNG, CART, CHWY, EBAY, ETSY, EXPE, MTCH, TRIP, W	AI, Experiences, M&A, Marketplace, Online travel, Travel, valuation	Tripadvisor operates three distinct market-leading businesses in the online travel category. The experiences segment is the fastest growing category in travel, having grown approximately 200% since 2019. Online experiences has the lowest penetration of all travel categories at less than 30%, compared to 85% for cruises and 74% for flights, creating significant growth opportunity.	TRIP TRIP	View
2024 Q3	Oct 18, 2024	Titan Wealth	-	-	1972.HK, 300750.SZ, 3690.HK, ABNB, BIO, BMW.DE, CRM, DEO, DIS, EBAY, EL, EW, GOOGL, HEIA.AS, HLN.L, LVMH.PA, MA, META, MSFT, NFLX, NVDA, ORCL, PYPL, SNY, STLA, TMO, UL	emerging markets, global, healthcare, income, Multi-Manager, Rate Cuts, technology	Long-term theme of emerging global middle class remains intact despite recent underperformance. Emerging economies outpacing developed world on output-per capita basis with faster earnings expansion, better margins, less debt, and cheaper valuations. Chinese stimulus measures helping lift emerging market positions.		View
2025 Q3	Oct 14, 2025	Lyrical Asset Management	3.4%	15.7%	AAPL, AMP, CI, CNC, CPAY, EBAY, EXPE, FIS, FLEX, GOOGL, GPN, HCA, JCI, LKQ, MSFT, NRG, NVDA, TSLA, UBER, URI	earnings, growth, Outperformance, Performance, value	The portfolio maintains an uncommon combination of deep value and growth characteristics. The value spread between the portfolio and S&P 500 is historically wide at 80%, with portfolio trading at 12.2x-12.6x P/E versus S&P 500 at 22.7x. Despite value characteristics, portfolio EPS growth exceeds 10% annually, significantly outpacing S&P 500 growth of 6.4%.		View
2024 Q4	Jan 9, 2025	Torre Financial	2.4%	19.3%	AAPL, AMP, AMZN, CI, CNC, CPAY, EBAY, EXPE, FIS, FLEX, GOOGL, HCA, JCI, META, MSFT, NRG, NVDA, TSLA, UBER, URI	earnings, growth, international, Performance, portfolio, value	Portfolio trades at significant discount to S&P 500 with value spread at historically wide 80%. Manager emphasizes uncommon combination of deep value and growth characteristics.		View
2025 Q4	Jan 21, 2026	Smead Value Fund	0.3%	5.1%	AMGN, APA, AXP, CVE, DHI, EBAY, FANG, HD, LEN, MAC, MRK, OXY, SPG, UHAL	contrarian, energy, healthcare, Homebuilders, long-term, Market Extremes, S&P 500, value	The fund maintains a concentrated value approach designed to maximize long-term returns. The managers position themselves as contrarians, being greedy when others are fearful and fearful when others are greedy. They believe deeply out of favor parts of the index like healthcare, energy and homebuilders could receive money coming out of growth stocks. Higher rates have continued to weigh on the homebuilder space as well as an increase in inventory. The fund regards homebuilders' capacity to maintain construction activity throughout the cycle as a key competitive strength, with less resilient competitors likely to exit the market during prolonged cyclical downturns.		View
2023 Q4	Jan 18, 2024	Titan Wealth	-	-	EBAY, EL, HEIA.AS, META, NKE, NVDA, ORCL, PTC, SNY	AI, Energy Transition, global, inflation, interest rates, Multi-Asset, technology, thematic	AI is described as the 4th industrial revolution and the most important investment theme for coming years. The firm is working to identify second and third-round beneficiaries of the AI boom with modest valuations. They plan to increase exposure to technology and innovation themes embracing AI in early 2024.		View
2025 Q4	Jan 15, 2026	Lyrical Asset Management	2.0%	17.9%	AAPL, AER, AMG, AMZN, EBAY, EXPE, FFIV, FLEX, GOOGL, HCA, JCI, META, MSFT, NRG, NTAP, NVDA, SNX, TSLA, UBER, URI	EPS Growth, growth, international, Performance, valuation, value	Lyrical emphasizes their uncommon combination of value and growth, with their portfolio trading at a 78% discount to the S&P 500 while generating 10.6% EPS growth versus 6.6% for the S&P 500. The value spread between their portfolio and the S&P 500 is historically wide. The firm highlights strong performance in travel-related holdings including Expedia Group and AerCap Holdings. Air transportation industry cash flows show recovery with air lessors outperforming airlines and aircraft manufacturers from 2020-2025.		View
2024 Q3	Sep 30, 2024	Columbia Seligman Global Technology Fund	1.0%	0.0%	6723.T, AAPL, AMAT, AMT, AVGO, BE, CCI, EBAY, GDDY, GOOGL, LRCX, META, MSFT, NVDA, ORCL, SMTC	AI, Cloud, cybersecurity, global, semiconductors, software, technology	AI continues to be the strongest theme in tech with infrastructure buildouts continuing and companies hastening to deploy new AI capabilities. Capital spend from public cloud service providers continues to grow, though investors began questioning when AI spending could translate into profits.		View
2023 Q1	Aug 5, 2023	Matrix Dividend Income	0.0%	0.0%	AEP, AMZN, APD, BK, EBAY, HD, KMB, KO, MDT, MTB, PARA, PNC, SLB, TFC, TSN, UNP, USB	Banking, dividends, financials, healthcare, rates, technology, value	Three U.S. banks failed in March, creating market volatility and concerns about banking system stability. Manager believes the selloff in regional bank stocks is overdone and will be short-lived, expecting strong rebounds in high-quality financials. Portfolio includes well-capitalized banks like PNC Financial that are likely to gain market share.	SUNP IN PNC	View
2023 Q1	Aug 5, 2023	Matrix Large Cap Value Strategy	0.0%	0.0%	AEP, AMZN, APD, BK, EBAY, HD, KMB, KO, MDT, MTB, PARA, PNC, SLB, TFC, TSN, UNP, USB	Banking, dividends, financials, healthcare, rates, technology, value	Three U.S. banks failed in March including Silicon Valley Bank, creating concerns about banking system stability. Manager believes the selloff in regional bank stocks is overdone and will be short-lived, expecting strong rebounds in high-quality financials. Added PNC Financial and increased positions in other regional banks during the quarter.	SUNP IN PNC	View
2023 Q4	Aug 3, 2024	Peterson Investment Fund	-3.5%	21.7%	BABA, BRK-B, DJCO, EBAY, ORCL, T, XOM	Cloud, compounders, concentrated, dividends, E-Commerce, real estate, technology, value	Fund employs concentrated value investing approach targeting undervalued companies with exceptional growth prospects and strong management teams. Uses deep fundamental analysis and structured value purchasing methods to acquire shares below intrinsic value.	BABA DJCO	View
2024 Q2	Jun 30, 2024	Columbia Seligman Global Technology Fund	1.0%	0.0%	AAPL, AMAT, AVGO, BE, CRNC, EBAY, GDDY, GOOGL, GPN, LRCX, META, MSFT, NVDA, ORCL, RBRK, RNG, SYNA, TER, TRIP, TXG	AI, Cloud, growth, semiconductors, technology	AI continues to be the strongest theme in technology, driving infrastructure buildouts and accelerating company deployment of new AI capabilities. Capital spend from public cloud service providers continues to grow, with NVIDIA remaining the most important AI player despite supply constraints.		View
2025 Q1	Apr 14, 2025	Smead Value Fund	-3.1%	-3.1%	AMGN, APA, AXP, DHI, DVN, EBAY, LEN, MAC, MRK, NVR, OVV, OXY, SPG, TGT	energy, Homebuilders, Overvaluation, Quality, REITs, Scarcity, value	The fund emphasizes buying quality, well-selected common stocks at attractive valuations during a period when stocks are historically overpriced and overly popular. The manager believes investors are expecting what worked for the last ten years will work for the next ten years, creating opportunities for value-oriented approaches.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 23, 2026	Seeking Alpha	Seeking Alpha	eBay Inc.	Retail	E-commerce	Neutral	NASDAQ Stock Market	AI investment, cost-cutting, Depop acquisition, e-commerce, eBay, long-term prospects, market rebound, Retail Margins, stock hold rating, valuation concerns	View Pitch
Mar 16, 2026	Substack	Rijnberk Invest Insights	eBay Inc.	E-commerce	Online Marketplace	Bull	NASDAQ Stock Market	advertising revenue, authentication services, Depop acquisition, eBay, focus categories, Free Cash Flow, high-margin, online marketplace, resale economy, shareholder returns	View Pitch
Feb 20, 2026	Seeking Alpha	Seeking Alpha	eBay Inc.	E-commerce	Online Auctions	Bull	NASDAQ Stock Market	AI innovations, Depop acquisition, e-commerce, eBay, Fashion resale, Millennials and Gen Z, Online auctions, Platform engagement, Revenue Growth, U.S. market	View Pitch
Aug 8, 2025	Seeking Alpha	APAC Investment News	eBay Inc.	Consumer Discretionary	Internet Retail	Bull	NASDAQ	—	View Pitch
Aug 7, 2025	Substack	Pacific Northwest Edge	eBay Inc.	Consumer Discretionary	Internet Retail	Neutral	NASDAQ	—	View Pitch

BSD Shareholders of EBAY

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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