FEVR Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 15, 2025	Highwood Value Partners	-	4.2%	ALIG SS, BORR, BUR, FEVR, GETB LN, HFG GR, JZCP LN, MOTR LN, ODET FP, PROT NO, RYA ID, TRI FP	Capital Allocation, Compounding, ROCE, small caps, valuation gaps	The letter highlights long-term compounding through ownership of capital-light, high-ROCE businesses purchased at discounted valuations. Management emphasizes international small- and mid-cap opportunities where mispricing is most persistent. Patience, discipline, and behavioral edge are positioned as core competitive advantages.	BORR HFG BOL BUR LN JZCP LN MOTR LN FEVR LN PROT NO TRI FP	View
2024 Q3	Oct 18, 2024	Polen Capital – Global SMID Company Growth	7.4%	-2.4%	ALIT, BLD, CWAN, ELF, EXLS, FEVR, FIVE, GSHD, KNSL, MPWR, PGNY, RVLV, TME, TTEK	-			View
2024 Q4	Jan 23, 2025	Polen Capital – Global SMID Company Growth	7.4%	-2.4%	ALIT, BLD, CWAN, ELF, EXLS, FEVR, FIVE, GSHD, KNSL, MPWR, PGNY, RVLV, TCEHY, TTEK	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Jason Gilbert	Fevertree Drinks Plc	Consumer Staples	Beverages	Bull	New York Stock Exchange	Beverages, Brand, consumer staples, margin expansion, Partnerships	View Pitch
Oct 21, 2025	Value Investors Club	alli718	Fever-Tree Drinks plc	Consumer Staples	Beverages—Non-Alcoholic	Bull	London Stock Exchange	expansion, Premium drinks, Re-rate	View Pitch

BSD Shareholders of FEVR

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

FEVR

FEVR

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of FEVR

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