GO

Market Cap: $0.99B

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 10, 2025	Askeladden Capital Partners, LP	-	-	A LOT, AGIH, BELFA, FC, FTLF, GO	Artificial Intelligence, edge, productivity, research efficiency, technology	The letter focuses on artificial intelligence as a transformational productivity tool reshaping the investment process. Management argues AI creates a structural edge by expanding research depth and speed without replacing human judgment. The outlook sees AI adoption as a durable competitive advantage.	ALOT FC FTLF BELFB GO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Dec 3, 2025	Fund Letters	Samir Patel	Grocery Outlet Holding Corp.	Consumer Staples	Food Retail	Bull	NASDAQ	Comps, Discount_retail, Inflation_hedge, Private_label, turnaround	View Pitch
Oct 23, 2025	Value Investors Club	ril1212	Grocery Outlet Holding Corp	Consumer Staples	Food & Staples Retailing / Discount Grocery	Bull	NASDAQ	Counter-cyclical, Discount grocery, inflation hedge, Re-rating, Tariff resilience, turnaround	View Pitch
Sep 18, 2025	Substack	Pound the Rock Investing	Grocery Outlet	Consumer Defensive	Grocery Stores	Bull		Competitive Advantage, Discount Retailing, Free Cash Flow, grocery retail, Independent Operator Model, Industry Competition, management strategy, Operational Execution, store expansion, Treasure Hunt Model	View Pitch

BSD Shareholders of GO

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
Steven A. Cohen	Point72 Asset Management	$86.8B	$11.8M	0.01%	1,168,582	+567,437	+94.39%	1.1943%
Israel Englander	Millennium Management LLC	$233.2B	$9.8M	0.00%	969,833	-855,574	-46.87%	0.9912%
Terrence Murphy	Clearbridge Investments	$124.9B	$28.4M	0.02%	2,816,721	+173,308	+6.56%	2.8787%
David Siegel & John Overdeck	Two Sigma Investments	$67.5B	$1.5M	0.00%	148,828	-106,192	-41.64%	0.1521%
Cliff Asness	AQR Capital Management	$190.6B	$667,469	0.00%	66,086	-312,935	-82.56%	0.0675%
George Soros	Soros Fund Management	$6.8B	$1.4M	0.02%	137,330	+137,330	+100.00%	0.1404%

GO

GO

Market Cap: $0.99B

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of GO

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