FOOD.TO Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q4	Jan 14, 2026	Phoenician Capital	-4.2%	34.0%	ASA.L, AT.L, BTER3.SA, FOOD.TO, MAD.AX, PUUILO.HE	AI, global, growth, Quality, small caps, value	The fund is accelerating deployment of Phoenician Intelligence™, their proprietary AI research platform, to move faster from idea to due diligence without lowering standards. The platform has been enhanced with screening tools that expand coverage with comparative work, supporting judgment rather than replacing it. The fund focuses on owning durable businesses with capable management teams and resilient balance sheets. They emphasize business quality, competitive dynamics, management incentives, and valuation as key factors in their investment process.		View

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

BSD Shareholders of FOOD-TO

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

FOOD-TO

FOOD-TO

Letters With This Ticker

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BSD Shareholders of FOOD-TO

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