EBO-AX

EBO-AX

EBO-AX

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	Airlie Australian Share Fund	1.4%	-	ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX	Australia, banks, equities, gold, real estate, value, volatility	Gold price up 16% in the quarter, outperforming S&P 500 by ~30% year-to-date. Historical correlation with US real yields has broken down, coinciding with Russia-Ukraine war and Western nations freezing Russian central bank funds. Central banks accelerating reserve diversification away from USD.		View
2023 Q3	Sep 30, 2023	Devon Alpha Fund	-3.2%	-	AIA.NZ, ATM.NZ, BHP.AX, CEN.NZ, CSL.AX, EBO.AX, FBU.NZ, GMG.AX, IFT.NZ, JHX.AX, RIO.AX, SUN.AX, THL.NZ, TLS.AX	Australia, Energy Transition, Mining, Multi-Asset, New Zealand, real estate, Tourism	Resource companies in Western Australia are experiencing stubbornly high cost pressures from tight labor markets, high energy prices, and machinery costs. The Chinese property market continues to weaken, and the steel industry has yet to see material production cuts, prompting profit-taking in the sector.		View
2024 Q2	Jul 11, 2024	Highwood Value Partners	-	-	ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX	Australia, banks, gold, value, volatility	Gold outperformed the S&P 500 by 30% year-to-date, with the price rising 16% in the quarter. The historical correlation between gold and US real yields has broken down, coinciding with the Russia-Ukraine war and Western nations freezing Russian central bank funds. Central banks are accelerating reserve diversification away from the US dollar.	SOL.AX	View
2025 Q2	Jun 30, 2025	Emerald Wealth Partners – Focused Equity Strategy	9.9%	5.9%	ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX	active management, Australia, banks, gold, Valuations, volatility	Gold price outperformed S&P 500 by 30% year-to-date, only happening twice before in history during major market stress periods. Historical correlation between gold price and US real yields has broken down, coinciding with Russia-Ukraine war and Western nations freezing Russian central bank funds as central banks accelerate reserve diversification away from USD.	SOL.AX	View
2023 Q2	Jun 30, 2023	Devon Alpha Fund	4.1%	-	AAPL, APM.AX, AUB.AX, BXB.AX, EBO.AX, FBU.NZ, FCG.NZ, FPH.NZ, IFT.NZ, JHX.AX, MSFT, MTS.AX, NVDA, PCT.NZ, PLS.AX, RIO, RYM.AX	Australia, dividends, healthcare, infrastructure, Mining, New Zealand, value	Strong performance from mining companies including Rio Tinto (+7.2%), Pilbara Minerals (+10.9%), and Brambles benefiting from improved cost pressures with significant falls in lumber prices. Mining sector performance was a key driver across multiple funds.		View
2023 Q2	Jun 30, 2023	PM Capital Global Companies Fund	5.1%	-	ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX	active management, Australian Equities, banks, Concentrated Portfolio, gold, Valuations, volatility	Gold price up 16% in the quarter, outperforming S&P 500 by ~30% year to date. Historical correlation with US real yields has broken down since Russia-Ukraine war. Central banks accelerating reserve diversification away from USD, but manager questions sustainability of current gold price momentum.	SOL.AX	View
2024 Q3	Oct 9, 2024	Mountain Vista Wealth Management	-	-	ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX	Australia, banks, concentrated, equities, gold, real estate, value	Gold price up 16% in the quarter, outperforming S&P 500 by ~30% year to date. Historical correlation with US real yields has broken down, coinciding with Russia-Ukraine war and Western nations freezing Russian central bank funds. Central banks accelerating reserve diversification away from US dollar.	SOL.AX	View
2025 Q3	Oct 7, 2025	Devon Alpha Fund	3.0%	-	ABB.AX, AMC.AX, CAR.AX, CCS.TO, CNU.AX, EBO.AX, FRE.AX, GMG.AX, GPT.AX, IFT.NZ, MQG.AX, NEM, ORI.AX, POT.NZ, RIO.AX, SCL.NZ, VSL.AX, WTC.AX	APAC, Copper, energy, gold, infrastructure, Mining, Utilities	Electricity demand is rising rapidly driven by surging data centre expansions and AI adoption. Data centres now responsible for up to 4% of US electricity consumption and expected to double to 8% by 2035 due to AI workloads.		View

Pitches With This Ticker

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

BSD Shareholders of EBO-AX

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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