FIVE

FIVE

FIVE

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 15, 2024	Carillon Eagle Small Cap Growth Fund	0.0%	0.0%	CELH, FIVE, FRSH, MKTX, SMAR, SMCI, VKTX, VNOM, WCC, WING	-			View
2024 Q1	Apr 15, 2024	TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy	5.9%	5.9%	ASND, BMBL, EME, ESAB, FIVE, FND, FROG, GLBE, IAS, KRYS, MTN, NICE IT, ONTO, SMAR, SWAV, VC, WNS	-			View
2024 Q1	Apr 15, 2024	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	APTV, EHC, EME, ESTC, FIVE, HXL, IBKR, LEGN, NICE IT, ORLY, RNR, SMAR, SWAV, VRSK, WCN	-			View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy	5.9%	5.9%	BJ, FIVE, FLYW, PRA, RAPT, VC, WK, WNS	-			View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	0JZ0 LN, APTV, BC, BJ, FIVE, FND, IDXX, LNG, ORLY, PCTY, PINS, RNR	-			View
2022 Q3	Oct 26, 2022	Polen Capital – Global SMID Company Growth	7.4%	-2.4%	60N GR, AZTA, ENX GR, FIVE, PAYC, TEN	-			View
2024 Q3	Oct 18, 2024	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	0HOT LN, AIT, ALIT, BLD, ELF, FIVE, GSHD, HLNE, MPWR, PGNY, RH, RVLV	-			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
2025 Q4	Jan 24, 2026	Invesco Discovery Fund	4.9%	16.5%	AVAV, BTSG, CRS, CVLT, CW, EHC, ESAB, FIVE, FN, FROG, GH, HLNE, LITE, LRN, MTSI, RKLB, RMBS, SITM, STEP, TSEM	AI, compounders, growth, industrials, innovation, semiconductors, small caps, technology	AI-related innovation and infrastructure build-out has remained robust, providing substantial opportunities. The fund benefits from AI ecosystem exposure through companies like Lumentum, which supplies lasers to AI data centers and hyperscale facilities. Strong demand for AI infrastructure stocks continues to drive performance. The fund maintains significant exposure to semiconductor companies including Tower Semiconductor, SiTime Corp, and MACOM Technology Solutions. Tower Semiconductor reported strong results in optical semiconductor business, leading management to accelerate long-term goal timelines. Memory subsystem demand remains strong with companies like Rambus benefiting from DRAM demand. Industrial renewal provides abundant investment opportunities with the fund maintaining its largest overweight in the industrials sector. The portfolio includes aerospace and defense companies like Curtiss-Wright Corp and Carpenter Technology Corp, reflecting the ongoing industrial transformation and infrastructure build-out themes.	EHC GH	View
2024 Q3	Sep 30, 2024	ClearBridge Investments Mid Cap Growth Strategy	0.0%	0.0%	FIVE, SBAC, THC	-			View
2023 Q3	Sep 30, 2023	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	APTV, ARGX, BJ, CSGP, EFX, FIVE, FND, GFL, HCP, IAC, IDXX, LNG, MLM, PINS, PXD, RGEN, RNR, ROST, RPM, RPRX, SNPS, VAC	-			View
2023 Q3	Sep 30, 2023	Wasatch Small Cap Growth Strategy	7.6%	7.6%	EEFT, FIVE, HQY, INSP, OLLI, SHAK, SILK, YETI	-			View
2024 Q2	Jul 26, 2024	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALNY, CELH, CRWD, DASH, DXCM, FIVE, GEV, MPWR, TYL, ULTA	-			View
2024 Q2	Jul 23, 2024	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	AAON, CCCS, DAVA, FIVE, KNSL, MPWR, PAYC, RGEN, SITM, TTEK, TYL, WING	-			View
2024 Q2	Jul 18, 2024	Harding Loevner Global Small Companies	7.8%	4.1%	ATKR, BC8 GR, BGEO LN, FIVE, RMV LN, SLP	-			View
2024 Q2	Jul 16, 2024	Giverny Capital Asset Management	7.0%	20.2%	ERF FP, FIVE, KMX	-			View
2024 Q2	Jun 30, 2024	Artisan Mid Cap Fund	2.4%	6.6%	ANET, ARGX, CCC, CELH, CMG, EXAS, FIVE, INSM, LSCC, MRVL, MTSI, POOL, RBLX, SPOT, TYL, WST	-			View
2024 Q2	Jun 30, 2024	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	ARGX, BJ, CHE, DASH, FIVE, GFL, GPN, HCP, IBKR, MPWR, NICE, RRX, STVN, TER, VRSK, WEX	-			View
2024 Q2	Jun 30, 2024	Wasatch Small Cap Growth Strategy	-	-	ADUS, BOOT, FIVE, NVMI, RPD, SITE, SPT, TMDX	-			View
2025 Q1	Apr 15, 2025	Giverny Capital Asset Management	-3.4%	-3.4%	AAON, ALL, ANET, FIVE, KMX, KNSL, LMN CN, MEDP, PGR, TWFG	-			View
2023 Q1	Mar 31, 2023	Wasatch Small Cap Growth Strategy	7.6%	7.6%	CYBR, FIVE, GDYN, INSP, MEDP, PCTY	-			View
2023 Q4	Feb 16, 2024	Polen Capital – Global SMID Company Growth	7.4%	-2.4%	3697 JP, CCCS, EVD GR, FIVE, PAYC, XPEL	-			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
2022 Q4	Jan 23, 2023	Giverny Capital Asset Management	8.5%	-22.7%	COHR, ERF FP, FD, FIVE, FRCB, GOOG, HEI, JPM, KMX, KO, MA, META, PGR, SCHW	-			View
2023 Q4	Jan 18, 2024	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	CNM, FF0 GR, FIVE, GNRC, GSHD, MEDP, MKTX, PAYC, POOL, TECH, TREX, WING	-			View
2022 Q4	Jan 3, 2023	Wasatch Small Cap Growth Strategy	7.6%	7.6%	BOOM, CYBR, FIVE, FOXF, GDYN, ISNP, MEDP, PCTY	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Oct 24, 2025	Value Investors Club	minuscherry	Five Below Inc.	Consumer Discretionary	Specialty Stores	Bull	NASDAQ	Re-rating, Squishmallows, tariffs	View Pitch
Oct 2, 2025	Seeking Alpha	Seeking Alpha	Five Below, Inc.		Specialty Retail	Bull		consumer trends, de minimis exemption, discount retail, Five Below, growth strategy, high valuation, Korean novelty foods, same-store sales growth, target price, Winnie Park	View Pitch
Aug 7, 2025	Substack	Excelsior Capital	Five Below Inc.	Consumer Discretionary	Specialty Retail	Bull	NASDAQ	—	View Pitch

BSD Shareholders of FIVE

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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