GAMA.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	May 11, 2026	Liontrust GF Special Situations Fund	-8.5%	-8.5%	ATG.L, AZN.L, BP.L, CRW.L, DATA.L, GAMA.L, GSK.L, REL.L, SGE.L, SHEL.L, TCAP.L	AI, energy, oil, Quality, small caps, technology, Uk, valuation		ATG.L GAMA.L SHEL.L BP.L	View
2026 Q1	Mar 31, 2026	Shelton International Select Equity Fund	1.3%	1.3%	4506.T, 4902.T, 6113.T, CHC.AX, DLG.MI, ERIC, GAMA.L, KLR.L, LYC.AX, VET.TO	AI, energy, Europe, geopolitics, infrastructure, international, Japan, small caps		VET.TO 6113.T LYC.AX	View
2025 Q1	Mar 31, 2025	abrdn International Small Cap Fund	0.0%	0.0%	3374.TWO, CTS.DE, DNP.WA, FPT, GAMA.L, GTT.PA, SWECO-B.ST	Asia, Europe, international, Quality, small caps, tariffs, Trade Policy	US tariff policies are creating uncertainty and fears of a global trade war, with specific impact on Vietnamese companies like FPT due to higher-than-expected proposed tariffs. The fund made trades to reduce exposure to companies significantly affected by US tariffs.	SWECO-B.ST 2308.TW	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 12, 2026	Fund Letters	Liontrust GF Special Situations Fund	Gamma Communications plc	Telecom Services	Alternative Carriers	Bull	New York Stock Exchange	cash generation, M&A Target, Share Buybacks, Small cap value, telecommunications, UCaaS, UK SME Market	View Pitch

BSD Shareholders of GAMA-L

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

GAMA-L

GAMA-L

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of GAMA-L

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