EQH

EQH

EQH

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 4, 2025	Baird Small/Mid Cap Growth Equity Fund	4.5%	-6.6%	ADMA, ALAB, ALHC, BJ, BMI, BOOT, BRBR, BWXT, CASY, CAVA, CHDN, COCO, CWAN, DKNG, DSGX, ELF, EQH, EXLS, FDS, FND, FOUR, FSS, GLOB, HLI, HQY, INSM, INSP, KAI, KNSL, LII, MANH, MKTX, MNDY, MTSI, NBIX, ONTO, PODD, PSTG, SPSC, SRPT, SSD, TARS, TECH, TREX, ULS, VERX, WAY, WSC, WSO, XPEL	AI, Biotech, growth, healthcare, semiconductors, small cap, technology, underperformance	The benchmark's rally was led by companies with AI-exposure that drove rapid multiple expansion. The portfolio underperformed due to underexposure to more speculative AI areas including small cap semiconductors and AI-hardware. Defensive positions with minimal AI-exposure were the largest detractors to relative performance.		View
2025 Q2	Aug 25, 2025	Pzena Focused Value strategy	2.7%	3.8%	BMY, C, COF, DG, DOW, EQH, GPN, OSK, RHI, SWKS, TEL, WFC	consumer discretionary, financials, M&A, positioning, tariffs, value	Dollar General appreciated meaningfully as same-store sales improved and gross margins expanded, driven by increased traffic from middle-income consumers trading down to the discount channel. The company benefited from improved inventory control measures and a labor boost that helped reduce theft.	OSK DG OSK GPN	View
2025 Q2	Jul 27, 2025	Diamond Hill Large Cap Strategy	2.9%	4.3%	AIG, CAT, CL, EQH, FDX, GM, KMX, LHX, LULU, MLM, SYY, TGT, TMO, TXN, ZTS	AI, consumer, defense, infrastructure, large cap, technology, Trade Policy, value	AI-fueled boom continues driving technology and communication services sectors, with sentiment around AI's potential to radically change life remaining high. However, manager believes sentiment is partially disconnected from reality as AI's potential is yet to be fully proven, creating opportunities for discerning investors.	EQH ZTS TMO FDX ADBE FERG RRX	View
2025 Q2	Jul 27, 2025	Diamond Hill Mid Cap	6.1%	4.8%	AIG, CIEN, COO, COOP, EQH, FCX, FIS, GDDY, HII, KMX, NVRO, NVST, RRR, RVTY, TTC, WCC	AI, consumer, Data centers, defense, mid cap, technology, value	Technology companies have continued their torrid run as sentiment around the potential for AI to radically change life as we know it remains high. Strong demand for networking systems company Ciena's hyperscale offerings has helped drive strong earnings growth, with hyperscaler demand being fueled by AI-related projects. However, investors are weighing whether and to what extent AI may impact companies like GoDaddy's business in the future.	FCN ALK ASH ICLR RRX WCC RRR	View
2026 Q1	Apr 22, 2026	Baird Small/Mid Cap Growth Equity Fund	-4.8%	-4.8%	ADMA, AFRM, ALGN, BMI, BRBR, BSX, BURL, CASY, CRBG, CROX, DHR, DXCM, ELF, EQH, EXAS, FIX, FN, FND, FOUR, FTAI, HLI, HUBB, ILMN, INSP, JBL, KNSL, KTOS, LFUS, LII, MASI, MTDR, NSA, PEN, PODD, PSA, RGEN, SOFI, TMDX, TTAN, TWST, VSCO, WWD, XPO	AI, defense, growth, healthcare, industrials, semiconductors, small caps, technology			View
2026 Q1	Apr 13, 2026	The London Company Large Cap	2.4%	2.4%	APD, D, ENTG, EQH, FDX, GOOG, MLM, SBUX, SCHW, V	broadening, downside protection, energy, Geopolitical, large cap, Quality, technology		MLM D GOOG V APD FDX ENTG	View
2025 Q1	Mar 31, 2025	Pzena Focused Value strategy	1.0%	1.0%	BAC, BAX, CVS, DAL, DG, EQH, FNF, LKQ, NWL, PVH, UHS	consumer, earnings, financials, healthcare, Trade Policy, value	Value stocks outperformed the broad market in the quarter, though the Focused Value strategy underperformed its benchmark. The manager emphasizes that starting point valuations remain extremely attractive in the portfolio today.		View
2025 Q3	Oct 28, 2025	The London Company Large Cap	6.2%	8.1%	BRKR, EQH, FI, GOOG, NEU, ODFL, PGR, TEL	AI, Buybacks, financials, large cap, Quality, technology, value	AI enthusiasm fueled market advance in Q3, with companies like Alphabet benefiting from accelerated adoption of AI offerings. However, momentum and sustainability of AI and the capex behind it have been questioned more frequently.	EQH GOOG EQH GOOG	View
2025 Q3	Oct 24, 2025	Diamond Hill Large Cap Strategy	-0.1%	4.2%	AIG, CAT, CL, EQH, FDX, GM, KMX, LHX, LULU, MLM, SYY, TGT, TMO, TXN, ZTS	AI, Data centers, defense, large cap, Quality, technology, value	AI-fueled boom continues driving technology and communication services sectors, with sentiment potentially disconnected from reality as AI's potential is yet to be fully realized. Markets are rewarding companies with minimal AI exposure while punishing those at risk of disruption.	ZTS FDX	View
2025 Q3	Oct 24, 2025	Diamond Hill Mid Cap	4.5%	9.5%	AIG, CIEN, COO, COOP, EQH, FCX, FIS, GDDY, HII, KMX, NVRO, NVST, RRR, RVTY, TTC, WCC	AI, defense, financials, healthcare, mid cap, technology, value	Technology companies have continued their torrid run as sentiment around the potential for AI to radically change life as we know it remains high. Strong demand for networking systems company Ciena's hyperscale offerings has helped drive strong earnings growth, with hyperscaler demand being fueled by AI-related projects. However, investors are weighing whether and to what extent AI may impact GoDaddy's business in the future.	HII WCC CIEN	View
2025 Q3	Oct 24, 2025	Diamond Hill Small-Mid Cap Strategy	6.2%	7.3%	BR, CIEN, COO, COOP, ENOV, EQH, GDDY, HII, KMX, LOB, NVST, OZK, PRGO, PRGS, RHP, RRR, RVTY, TRIN, TTC, WCC	AI, mid cap, Quality, small cap, technology, value	AI-fueled boom in technology continues driving market returns, with sentiment around AI's potential to radically change life remaining high. However, the manager believes sentiment is at least partially disconnected from reality given AI's potential is yet to be fully borne out. Markets are rewarding companies with even minimal AI exposure while punishing those at risk from AI disruption.	RVTY COO TTC HII CIEN HII WCC CIEN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Diamond Hill Large Cap Strategy	Equitable Holdings, Inc.	Financials	Life & Health Insurance	Bull	NYSE	cash generation, diversification, financial services, financials, life insurance, profitability, transformation, Value	View Pitch
Nov 29, 2025	Fund Letters	Brian Campbell	Equitable Holdings	Financials	Diversified Financial Services	Bull	NYSE	asset management, buybacks, Capital, dividend, financials, Reinsurance, valuation	View Pitch
Nov 29, 2025	Fund Letters	Brian Campbell	Equitable Holdings	Financials	Diversified Financial Services	Bull	NYSE	asset management, buybacks, Capital, dividend, financials, Reinsurance, valuation	View Pitch

BSD Shareholders of EQH

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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