FHI Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 13, 2025	Hourglass Capital	-	14.6%	BRK-A, FHI, LYB, OXY	AI, Labor, rates, technology, valuation, value	AI continues to compel investors to buy into technology regardless of costs or potential for adequate returns. The manager draws parallels to the late 1990s tech boom, noting that AI promises to change information usage and displace workforce portions, but costs are massive and ROI is years away while valued as if having infinite promise.	OXY US LYB US FHI US	View

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

BSD Shareholders of FHI

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

FHI

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of FHI

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