FNMAS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q3	Oct 30, 2023	Appleseed Fund	0.0%	0.0%	005930.KS, AER, ARDX, BEI-UN.TO, BOL.PA, CF, DG, FNMAS, FNMAT, GNK, HRTX, ITRN, MOS, MRC, SFM, SNV, VFC, WCC	Agriculture, Bonds, Defensive, Deficit, gold, inflation, Treasury, value	The fund believes inflation is not under control and expects it to remain persistently elevated. They view continued inflation as the politically palatable solution to reduce the U.S. debt burden and associated interest costs.	GNK WCC 0TDG LN	View
2024 Q4	Jan 27, 2025	O’Keefe Stevens Advisory, Inc	-	-	AER, BGC, BKRIF, BYON, DFIN, EAF, FNMA, FNMAS, FPH, GLW, ICLTF, NVDA, QCOM, WBD	AI, Capital markets, E-Commerce, real estate, small caps, technology, value	Nvidia continues to face strong product demand that significantly outpaces supply, with competitive advantages widening through advanced GPU and data center infrastructure launches. The Blackwell GPU architecture introduced B100 and B200 data center accelerators with substantial performance gains for AI workloads, featuring enhanced tensor cores and memory bandwidth for faster AI model training and inference.	DFIN BYON	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Oct 23, 2025	Value Investors Club	gary9	Fannie Mae Preferred (Federal National Mortgage Association)	Financials	Mortgage Finance	Bull		Conservatorship, Fannie mae, IPO, mortgage finance, Privatization, recapitalization	View Pitch

BSD Shareholders of FNMAS

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

FNMAS

FNMAS

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of FNMAS

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