GETB.L Archives

GETB-L

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 15, 2025	Highwood Value Partners	-	4.2%	ALIM.ST, BOL.PA, BORR.OL, BUR.L, FEVR.L, GETB.L, HFG.DE, JZCP.L, MOTR.L, PROT.OL, RYA.L, TRI.PA	Beverages, Europe, insurance, small caps, SMID Cap, Travel, value	Highwood focuses on finding great businesses at attractive prices trading at significant discounts to intrinsic value. The portfolio trades at 48 cents on the dollar of estimated intrinsic value with a median P/E of 7.6x. The firm's research identified that international small and mid-cap companies have been the happy hunting ground for value investors, with European companies showing the highest base rates for delivering 4x returns.	TRI.PA BORR HFG BOL BUR LN JZCP LN MOTR LN FEVR LN PROT NO TRI FP	View
2024 Q1	May 3, 2024	Curreen Capital	0.9%	1.9%	AAP, ADV, CACC, ENR.DE, FTDR, GETB.L, VFC	energy, global, retail, small caps, turnaround, value	Manager initiated position in Siemens Energy, viewing the electrical power industry as returning to growth after a decade of stagnation. Believes Siemens Energy will successfully turn around its wind business and offers attractive upside-to-downside valuation.	NILB.ST GETB.L FTDR CACC ADV AAP ENR.DE	View
2026 Q1	Apr 29, 2026	Curreen Capital	-14.0%	-14.0%	AAP, ENR.DE, FTDR, FTRE, GETB.L, VFC	small cap, special situations, spinoffs, Turnarounds, value		VFC ENR.DE GETB.L FTDR FTRE AAP	View
2024 Q1	Apr 15, 2024	Hurdle Rate	0.0%	0.0%	7378.T, AFL.AX, ARC.AX, FNX.AX, GETB.L, ORCH.L, PBEE.L	Australia, Concentration, Professional Services, small caps, United Kingdom, value	The fund focuses on smaller companies with less sophisticated shareholders, leveraging the manager's advantage in professional and financial services. The portfolio targets 10-20 companies with a specialised game selection approach to limit competition.	7378.T GETB.L ORCH.L AFL.AX FNX.AX PBEE.L	View
2025 Q3	Oct 6, 2025	HalvioCapital	12.6%	19.3%	4PNT.L, AAP, CACC, ENR.DE, FTDR, FTRE, GETB.L, KTB, THNC.TO, VFC	Apparel, Buybacks, healthcare, small caps, spinoffs, Turnarounds, value	Multiple portfolio companies are actively repurchasing shares, including Kontoor which has been buying back stock since its 2019 spinoff, and Credit Acceptance which is aggressively buying back its own shares despite weaker growth and profitability.	8841 JP 9478 JP MCCK US NLOP US CPH CN	View
2025 Q3	Oct 24, 2025	Curreen Capital	9.0%	18.5%	4IMPRINT, AAP, CACC, ENR.DE, FTDR, FTRE, GETB.L, KTB, THNC.TO, VFC	Apparel, Buybacks, healthcare, small cap, spinoffs, technology, Turnarounds, value	Multiple portfolio companies are executing turnaround strategies including Advance Auto Parts fixing its balance sheet and improving operations, Fortrea attempting to turn around after spinning out of Labcorp, and VF Corp rebuilding management and returning to growth after fixing its balance sheet.	FTRE THNC CN GETB GB KTB ENH FTRE THNC CN GETB GB KTB ENH	View
2024 Q3	Oct 24, 2024	Curreen Capital	0.9%	1.9%	AAP, CACC, EHAB, ENR.DE, FOUR.L, FTDR, GETB.L, NILB.ST, PLUX.PA, VFC	contrarian, Quality, small caps, spinoffs, Turnarounds, value	The fund focuses on buying quality businesses while they are temporarily out of favor in the stock market, describing their holdings as ugly ducklings that often languish for months before the market recognizes their value. The strategy involves starting small and buying more as stock prices drop to predetermined discounts.	VFC ENR.DE NILB.ST GETB.L FTDR EHAB CACC	View
2023 Q3	Oct 17, 2023	Curreen Capital	0.9%	1.9%	AAP, ADV, CACC, FTDR, GETB.L, NILB.ST	Cash, contrarian, discount, Opportunistic, Quality, value	Manager focuses on buying good businesses at meaningful discounts to downside valuation, requiring five-to-one upside to downside ratios. The strategy involves purchasing ugly ducklings - high quality businesses temporarily out of favor in the stock market.	GETB.L FTDR CACC ADV NILB.ST LNK.AX AAP	View
2025 Q3	Oct 15, 2025	O’Keefe Stevens Advisory, Inc	-	-	4PNT.L, AAP, CACC, ENR.DE, FTDR, FTRE, GETB.L, KTB, THNC.TO, VFC	Apparel, healthcare, small caps, spinoffs, Turnarounds, value	Multiple portfolio companies are actively repurchasing shares, including Kontoor which has been buying back stock since its 2019 spinoff, and Credit Acceptance which is aggressively buying back its own shares despite weaker growth.		View
2025 Q4	Jan 29, 2026	Curreen Capital	10.5%	31.0%	AAP, DND.TO, ENR.DE, FTDR, FTRE, GETB.L, TRUE-B.ST, VFC	energy, healthcare, small caps, spinoffs, Turnarounds, value	Curreen Capital has been particularly successful with spinoff investments since launch, with 2025's three biggest winners all being spinoffs. The manager views ugly duckling spinoffs as the best investment opportunities when they combine good businesses, capable management, and attractive pricing. The fund focuses on 'ugly ducklings' - good businesses run by capable managers bought at attractive prices with upside-to-downside ratios of at least 5:1. They target companies earning above 20% after-tax returns on capital over time. Siemens Energy benefited from the end of decade-long stagnation in global electricity demand, driven by deferred infrastructure maintenance, continued electrification, and rapid rise of AI spurring a new demand cycle.	AAP FTRE FTDR GETB LN ENG GR VFC	View
2025 Q4	Jan 20, 2026	Highwood Value Partners	5.7%	10.2%	2333.HK, ALIM-B.ST, BOL.PA, BORR, BUR.L, FEVR.L, GETB.L, JZC.L, MOT.L, ODET.PA, PROT.OL, RYA.L, STDRL.OL, SYY, TAP, TGO.PA, UMG.AS, VIV.PA, VWS.CO	Capital Cycle, Concentration, energy, Europe, Litigation Finance, special situations, value	Manager emphasizes concentrated value investing approach, buying companies at significant discounts to fair value. Portfolio trades at 48 cents on the dollar of estimated intrinsic value with median P/E of 7.5x. Focus on fundamental bottom-up analysis with 5+ year holding periods. Burford Capital represents the largest position as a litigation finance leader. The business generates returns by funding commercial litigation claims and managing third-party capital. YPF case represents major catalyst with clear judgment in favor. Borr Drilling is a special situation in shallow water drilling rigs. The capital cycle investment thesis centers on industry oversupply working through the system, with rig rates recovering from current levels toward long-run averages as old rigs retire.	RYAAY FEVR LN GETB LN BORR NO BUR LN	View
2023 Q2	Jul 28, 2023	Curreen Capital	0.9%	1.9%	ADV, CACC, FTDR, GETB.L, NILB.ST	Corporate Actions, small caps, SPACs, spinoffs, value	Manager invested in first SPAC (Advantage Solutions) despite viewing SPACs as generally unattractive. Notes that many SPACs overpaid for questionable assets and lost money for investors, but believes at least one baby was thrown out with the bathwater, creating opportunity.	ADV	View
2024 Q2	Jul 23, 2024	Curreen Capital	0.9%	1.9%	ADV, CACC, DND.TO, EHAB, FTDR, GETB.L, NILB.ST, SOLV, VFC	distressed, small caps, special situations, spinoffs, Turnarounds, value	Manager focuses on spinoff opportunities, specifically Solventum (spun from 3M) and Enhabit (spun from Encompass Health). These spinoffs typically face temporary challenges while establishing independence, creating attractive entry points for patient capital.	VFC EHAB DND.TO SOLV	View
2025 Q1	Apr 24, 2025	Curreen Capital	-4.7%	-4.7%	AAP, CACC, EHAB, ENR.DE, FTDR, GETB.L, HAVAS.PA, NILB.ST, VFC	Europe, small caps, spinoffs, Turnarounds, value	Manager focuses heavily on recent spinoffs like Havas (spun from Vivendi in December 2024) and Enhabit (spun from Encompass Health in July 2022). Notes that in market downturns, recent spinoffs are often sold aggressively, creating attractive opportunities.	HAVAS.AS	View
2023 Q4	Jan 26, 2024	Curreen Capital	0.9%	1.9%	AAP, ADV, CACC, CCC.L, DND.TO, EHAB, FTDR, GETB.L, KAMBI.ST, LNK.AX, NILB.ST, VFC	Cash, contrarian, Opportunistic, Quality, small caps, value	Manager follows a disciplined value strategy, buying excellent businesses at meaningful discounts to downside valuation. The fund takes advantage of market weakness to purchase quality companies trading at ridiculously low prices, with positions bought 33-65% below recent highs.	NILB.ST LNK.AX GETB.L FTDR CACC ADV	View
2024 Q4	Jan 17, 2025	Curreen Capital	5.7%	7.7%	AAP, CACC, EHAB, ENR.DE, FTDR, GETB.L, JXN, KAMBI.ST, NILB.ST, TNET, TRUE-B.ST, VFC	Automotive, healthcare, small caps, Turnarounds, undervalued, value	Manager focuses on buying good businesses at attractive prices below conservative valuation estimates. Portfolio consists of undervalued companies trading at significant discounts to intrinsic value. Strategy emphasizes attractive upside-to-downside ratios across holdings.	ENR.DE NILB.ST FTDR VFC TNET EHAB AAP GETB.L CACC	View
2024 Q4	Jan 15, 2025	Highwood Value Partners	-	4.6%	ALIM.ST, BOL.PA, BORR, BUR.L, FEVR.L, GETB.L, HFG.DE, JZCP.L, MOTR.L, PROT.OL, RYA.L	Europe, Long Term, Quality, SMID Cap, valuation, value	Manager emphasizes buying great businesses at attractive valuations as the core investment approach. Portfolio trades at 0.47x intrinsic value with median P/E of 8.1x versus US markets at historically high valuations. European markets offer compelling value opportunities with select markets at all-time low valuations.	HFG.DE FEVR.L	View
2023 Q1	Jan 5, 2023	Curreen Capital	0.9%	1.9%	ADV, CACC, FTDR, GETB.L, NILB.ST	rates, risk management, small caps, Treasuries, value, yield curve	Manager extensively analyzes inverted yield curve patterns from 1953-present, showing that inversions historically lead to 20%+ market declines within 3 years. Current inversion creates heightened risk environment requiring defensive positioning.	GETB.L	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 6, 2026	Fund Letters	Curreen Capital	GetBusy	Software - Application	Application Software	Bull	London Stock Exchange	Accounting, Document Exchange, Growth Investment, professional services, SaaS, Software, spinoff, UK	View Pitch
Apr 28, 2026	Fund Letters	Curreen Capital	GetBusy	Information Technology	Application Software	Neutral	LSE	Accounting Software, Document Exchange, Geographic Expansion, Growth Investment, professional services, SaaS, Spinout, UK market	View Pitch
Apr 28, 2026	Fund Letters	Curreen Capital	GetBusy	Information Technology	Software	Bull	London Stock Exchange	Accounting Software, Document management, international expansion, SaaS, spinoff, UK	View Pitch
Apr 27, 2026	Fund Letters	Curreen Capital	GetBusy	Information Technology	Application Software	Bull	London Stock Exchange	Accounting Software, Australia, B2B software, Document management, growth, SaaS, spin-off, UK	View Pitch
Apr 13, 2026	Fund Letters	Curreen Capital	GetBusy	Information Technology	Application Software	Bull	LSE	Accounting Software, Document management, Growth Investment, SaaS, spinoff, UK, vertical software	View Pitch
Apr 13, 2026	Fund Letters	Hurdle Rate	GetBusy plc	Information Technology	Application Software	Neutral	London Stock Exchange	Accounting Software, ARPU, Churn, Document management, R&D Tax Credits, SaaS, UK	View Pitch
Apr 13, 2026	Fund Letters	Curreen Capital	GetBusy	Information Technology	Application Software	Bull	LSE	Accounting Software, Document management, microcap, multiple expansion, Revenue Growth, SaaS, UK, Value	View Pitch
Apr 13, 2026	Fund Letters	Curreen Capital	GetBusy	Information Technology	Application Software	Bull	LSE	Accounting Software, Document management, Growth Investment, SaaS, spinoff, technology, UK	View Pitch
Mar 16, 2026	Substack	Toff Cap Monday Monitor	GetBusy plc	Technology	Software	Bull	London Stock Exchange	Document management, GetBusy, growth potential, insider buying, Market Confidence, platform strategy, productivity software, shareholder returns, SmartVault sale, software sunsets	View Pitch
Jan 14, 2026	Substack	Toff Cap Monday Monitor	GetBusy Plc	Technology	Software	Bull	London Stock Exchange	growth, insider buying, insider ownership, investment opportunity, market cap, shareholder value, SmartVault, Software, software sunsets, Workiro	View Pitch
Jan 8, 2026	Substack	Compound and Fire	Getbusy plc	Software	Software	Bull	London Stock Exchange	Digital transformation, Document management, Getbusy plc, growth potential, High returns, innovation, market demand, productivity solutions, risk tolerance, speculative investment	View Pitch
Nov 2, 2025	Substack	Compound and Fire	GetBusy	Information Technology	Software - Application	Bull		asymmetric upside, GetBusy, growth potential, investment choice, recurring revenue, SmartVault, Software, strategic initiatives, U.S. expansion, workflow solutions	View Pitch

BSD Shareholders of GETB-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

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.

GETB-L

GETB-L

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