GHM

GHM

GHM

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q3	Sep 30, 2023	The Wolf of Harcourt Street	-3.8%	14.3%	ACOG, ACTU, AESI, ALMU, AXSM, BWAY, CVRX, DCTH, ELUT, FANG, GENI, GHM, KRT, MYO, NPCE, ODD, ORN, PESI, RNTX, UNIT	Biotechnology, defense, energy, healthcare, nuclear, SmallCap, Trade Policy	The fund holds multiple biotech positions including Alpha Cognition with FDA-approved Alzheimer's drug ZUNVEYL, Actuate Therapeutics in Phase 2 trials for pancreatic cancer, Axsome with CNS treatments, and Rein Therapeutics developing pulmonary fibrosis therapies. These companies target large addressable markets with significant revenue potential.		View
2023 Q2	Jul 1, 2023	The Wolf of Harcourt Street	8.9%	19.9%	AGX, AXSM, GHM, ZETA	Advertising, AI, defense, energy, growth, small caps, technology	AI is driving demand for power infrastructure as companies like Microsoft and Meta build new data centers that consume extreme amounts of power. Investment in Artificial Intelligence is creating demand in the supply chain including chips, software, and electricity, while ultimately improving efficiency as a deflationary force.	AXSM ZETA AEO\|ASH\|ASUR\|AZZ\|DCO\|FA\|FBIN\|GHM\|LEU\|NSP\|RRR\|UTZ AGX	View
2024 Q1	Apr 15, 2024	Skybound Wealth Management	10.3%	10.3%	ADBE, AGX, AXSM, CRM, DUK, GHM, META, MSFT, ORCL, VST, ZETA	AI, Biotechnology, defense, energy, growth, small caps, technology	Investment in Artificial Intelligence is creating demand in the supply chain including chips, software, and electricity. AI data centers consume extreme amounts of power which the current grid capacity is not suited for. Zeta Global's software platform combined with artificial intelligence helps companies market more efficiently by targeting ads based on specific demographics.	AXSM ZETA GHM AGX	View
2025 Q1	Mar 31, 2025	Brandes Small Cap Value Fund	-6.5%	-6.5%	AOBC, ARLO, BZU, CFP, ELAN, ERJ, EWG, FSTR, GHM, HBI, HXL, IMKTA, KMT, MOG.A, ORION, PBH, PKE, PZZA, SR	consumer discretionary, healthcare, industrials, small caps, value	The fund focuses on small-cap value investing, seeking companies trading at undemanding valuations below intrinsic value estimates. The manager emphasizes the fund exhibits lower valuations than the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects.	PZZA	View
2023 Q4	Feb 8, 2024	The Olstein Strategic Opportunities Fund	-	-	AAPL, AMZN, CFG, CWK, FA, FITB, GHM, GNRC, GOOGL, HRL, INTC, KTB, LKQ, LUV, META, MSFT, NVDA, RTX, SHYF, TPG, TSLA, USB, VNT, VSH, WRK, ZBH	financials, free cash flow, industrials, Magnificent Seven, undervalued, value	Manager believes market leaders are about to change from high-growth Magnificent Seven stocks to undervalued companies selling at large discounts to intrinsic value. Focus on companies with strong fundamentals trading below normalized free cash flow calculations.	HRTX	View
2024 Q4	Feb 12, 2025	GROW Funds	-	-	ADBE, AGX, AXSM, CRM, DUK, GHM, META, MSFT, ORCL, VST, ZETA	AI, Biotechnology, defense, energy, growth, small caps, technology, Trimming	Investment in Artificial Intelligence is creating demand in the supply chain including chips, software, and electricity. AI data centers consume extreme amounts of power which the current grid capacity is not suited for. Zeta Global's software platform combined with artificial intelligence helps companies market more efficiently by targeting ads based on specific demographics.	AXSM ZETA GHM AGX AXSM ZETA GHM AGX AXSM ZETA GHM AGX	View
2024 Q4	Dec 31, 2024	Diamond Hill Small Cap Fund	1.0%	13.2%	ALGT, ASH, ASTH, CALM, CMPR, CURB, FIP, GHM, GTES, HAYN, LEU, LOB, MLAB, RCKY, RRR, SANM, USLM, WNS	defense, industrials, infrastructure, nuclear, small caps, value	Growing momentum around building additional nuclear power sources in the United States as immense power needs from AI-related datacenter demand require constant baseload power, which nuclear provides carbon-free. Centrus Energy benefited from this trend.	CURB CMPR MLAB FTAI USLM	View
2024 Q4	Dec 31, 2024	Brandes Small Cap Value Fund	5.8%	24.8%	AOUT, ARLO, BSCAX, BSCMX, BSCRX, CAE, DII, ELAN, EPC, ERJ, EXE, FSTR, GHM, HBI, HXL, IMKTA, INVX, KMT, LNSR, MOG.A, MTX, NPK, NTGR, ORION, PAHC, PKE, RBBN, SMG, TKR, UTMD, WKC	aerospace, healthcare, industrials, Machinery, small caps, technology, value	The fund seeks long-term capital appreciation through value investing in small-cap companies. The fund exhibits lower valuations than the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. The manager believes value stocks have attractive potential going forward.	TKR	View
2025 Q4	Jan 23, 2026	Brandes Small Cap Value Fund	5.9%	23.4%	ALKS, AOBC, ARLO, AVDL, CENT, DIIBF, ELAN, EPC, GHM, GIL, GRFS, HURC, HXL, IMKTA, INVX, KMT, MOG.A, NTGR, ORN, PKE, PZZA, RGP, SEE, UTMD	healthcare, industrials, Outperformance, positioning, small caps, value	The fund focuses on small-cap value investing, seeking companies with strong balance sheets, compelling growth prospects, and durable free cash flow generation. The fund exhibits lower valuations than the Russell 2000 Index while maintaining exposure to undervalued opportunities. Management expresses optimism about the potential of value stocks in general. The fund specifically targets small-cap companies, maintaining significant overweight positions in industrials while underweighting financials and real estate compared to benchmarks. The portfolio is positioned as an attractive complement to other small-cap offerings with differentiated exposure and risk characteristics.	CENT	View
2023 Q4	May 3, 2024	Bumbershoot Holdings	0.0%	0.0%	AE, AGM, AXR, BOX, BRK-B, CTRA, EVLV, FEIM, GENC, GHM, GOOGL, HCCI, HSII, IMKTA, KVHI, LGND, MDLZ, MSTR, MU, NR, ORN, PATI, PLAB, STXS, VKTX, ZION	Biotechnology, Fertilizers, fundamentals, healthcare, small caps, value	The fund maintains significant exposure to agricultural-fertilizer sector with positions in Intrepid Potash, Nutrien, Mosaic, and CF Industries. Despite being a significant detractor for the year, the manager remains highly constructive about long-term fundamentals within the fertilizer industry.		View
2022 Q4	Jan 27, 2023	Diamond Hill Small Cap Fund	8.5%	12.2%	ALGT, BBCP, ESAB, ESGRP, FTAI, GHM, GTES, ODC, RMNI, RRR, TGB, UFPT, WNS, WWW	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Skybound Wealth Management	Graham Corp.	Industrials	Machinery	Bull	NYSE	Defense Contractor, Industrial Equipment, Monopoly, Navy, Nuclear Submarines, Pacific Deterrence, predictable revenue, Pricing power	View Pitch
Apr 13, 2026	Fund Letters	GROW Funds	Graham Corp.	Industrials	Machinery	Bull	NYSE	Defense, Equity, Industrial Equipment, Monopoly, Nuclear Submarines, Pacific Deterrence, predictable revenue, US Navy	View Pitch
Apr 13, 2026	Fund Letters	GROW Funds	Graham Corp.	Industrials	Machinery	Bull	NYSE	Defense, Equity, Industrial Equipment, Monopoly, Nuclear Submarines, Pacific Deterrence, predictable revenue, US Navy	View Pitch
Apr 13, 2026	Fund Letters	GROW Funds	Graham Corp.	Industrials	Machinery	Bull	NYSE	Defense, Equity, Industrial Equipment, Monopoly, Nuclear Submarines, Pacific Deterrence, predictable revenue, US Navy	View Pitch
Aug 7, 2025	Seeking Alpha	The Value Investor	Graham Corporation	Industrials	Specialty Industrial Machinery	Neutral	NYSE	—	View Pitch

BSD Shareholders of GHM

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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