FYBR

FYBR

FYBR

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q1	Mar 31, 2025	The Gabelli ABC Fund	0.4%	0.4%	AB, AZEK, BECN, FOXA, FYBR, GABCX, ITCI, IVAC, JNJ, JNPR, KKR, LEN, LGTY, TGNA, TXNM, VZ, WBA	Acquisitions, arbitrage, Event-Driven, Mergers, Regulatory	The fund invested in Intra-Cellular Therapies, which agreed to be acquired by Johnson & Johnson for $132 cash per share, valuing the transaction at approximately $14.6 billion. This represents a significant pharmaceutical merger and acquisition opportunity.		View
2025 Q1	Mar 31, 2025	The Gabelli Global Content & Connectivity Fund	3.7%	3.7%	9984.T, ATEX, DTE.DE, FYBR, GOOGL, META, PRX.AS, T, TDS, TIGO, TMUS, USM	Communications, Connectivity, content, global, Media, technology, Telecom	Fund holds significant positions in telecommunications companies including T-Mobile US, Deutsche Telekom, and wireless carriers serving Latin America. These companies benefit from 5G deployment, fiber expansion, and growing demand for high-speed internet services.		View
2024 Q4	Dec 31, 2024	The Gabelli Global Content & Connectivity Fund	0.1%	22.6%	9984.T, AMZN, ATEX, DTE.DE, FYBR, GOOG, META, MSFT, PRX.AS, RCI, T, TDS, TMUS, USM	Connectivity, content, global, Media, technology, Telecommunications	Fund holds significant positions in telecommunications companies including T-Mobile, Deutsche Telekom, and Telephone & Data Systems. UScellular's wireless operations sale to T-Mobile and spectrum deals with Verizon and AT&T drove strong performance.		View
2024 Q3	Oct 31, 2024	VH Standard Asset Management	-	-0.8%	CPRI, CTLT, EDR, ESGR, FYBR, GBNY, HCP, HES, JNPR, K, MGRC, MNTX, RCM, SMAR, SRCL, SRDX, VBFC	Deal Analysis, diversification, insurance, M&A, Merger Arbitrage, risk management	The fund is positioned across multiple merger arbitrage transactions in the healthcare sector, including deals like CTLT and other healthcare-related M&A activity. The manager discusses the strong success rate of insurance company transactions and analyzes deal-level risk across various sectors including healthcare.	ESGR	View
2024 Q3	Oct 16, 2024	Third Point Partners	3.9%	14.0%	AAP, AMZN, BBWI, CNK, DHR, DSV.CO, FYBR, GOOGL, INTC, KBH, LUMN, MSFT, PCG, VST, VZ	credit, Entertainment, Event-Driven, Logistics, Mortgage, Politics, value	DSV emerged as the leading bidder for DB Schenker, creating the largest freight forwarder with significant synergy potential. The company has a proven track record of consolidating the fragmented global freight forwarding industry with industry-leading margins. Rising complexity in global supply chains benefits DSV's unique network that guarantees capacity and on-time deliveries.	CNK DSV.CO	View
2024 Q3	Sep 30, 2024	Cooper Investors Global Equities Fund (Unhedged)	5.5%	5.4%	BKNG, ERF.PA, FYBR, GOOGL, LSEG.L, NFLX, RSG, RTO.L, TKO, V, VZ	Global Equities, healthcare, long-term, Media, Quality, Telecommunications, Value Investing	Frontier Communications is converting its legacy copper network into future-proof fibre infrastructure. The completed network is likely to produce highly resilient cash flows which may be worth multiples of the company's current market value. Frontier began its multi-billion dollar network upgrade in 2021 and is expected to complete the build in mid-2026.		View
2024 Q3	Sep 30, 2024	The Gabelli Global Content & Connectivity Fund	8.0%	0.0%	0700.HK, 9984.T, DTE.DE, FYBR, GOOGL, META, MSFT, PRX.AS, RCI, TIGO, TMUS, USM, VZ	AI, Connectivity, content, global, Media, technology, Telecommunications	The fund discusses artificial intelligence investments and their impact on portfolio companies. Meta Platforms is making AI investments to supplement and enhance its services, including developing its own large language model, LLaMA. Microsoft continues to be well positioned to capitalize on AI ecosystem development and is aggressively investing in artificial intelligence businesses.		View
2023 Q2	Jul 31, 2023	Third Point Offshore Fund	1.1%	-3.0%	9988.HK, AMZN, BBWI, CRM, CSTM, DD, DHC, DHR, FIS, FYBR, GLEN.L, HTZ, IFF, MSFT, NVDA, PCG, PNC	activism, credit, Equity, Long/Short, Structured			View
2023 Q2	Jul 22, 2023	Cooper Investors Global Equities Fund (Unhedged)	5.5%	5.4%	7741.T, 8035.T, A, AJG, APG, CCI, CDW, FER.MC, FYBR, HDFCBANK.NS, IBKR, LSEG.L, TSM, ULTA	AI, global, Japan, mid cap, semiconductors, technology, value	AI has become the dominant new paradigm for equity markets this quarter, with generative AI driving significant investment interest. The manager views semiconductors and semiconductor production equipment as the picks and shovels of this trend, investing in companies like TSMC and Tokyo Electron that provide critical infrastructure for AI development.	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA CDW ULTA 8035.T AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	View
2025 Q1	Mar 31, 2025	Cooper Investors Global Equities Fund (Unhedged)	0.9%	0.9%	BME.L, FWONK, FYBR, LSEG.L, RYAN, SONY, TKO, TSM, UMG.AS, WMG	Customer, equities, Focus, gaming, global, Music, semiconductors	The fund established a position in Universal Music Group, viewing the music industry as undergoing a monetization cycle after streaming subscriber growth slowed. Music assets have high cultural relevance and enduring value, with streaming creating a subscription model that improved monetization significantly. The industry is positioned for pricing power as penetration matures in developed markets.	UMG.AS	View

Pitches With This Ticker

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

BSD Shareholders of FYBR

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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