GO Archives

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	-	-	BELFB, FC, FTLF, GO, KFY, LGIH, SFM, TFM	AI, Automation, Grocers, productivity, Research, small caps, value	AI has increased productivity by 5-10x, transforming the investment process through custom software development, mass information analysis, and automated writing. The manager believes AI provides a substantial competitive advantage and is restructuring all core tools to be AI-first.	FTLF GO ALOT FC FTLF BELFB GO	View
2024 Q2	Aug 10, 2025	Askeladden Capital Partners	-	-	BELFB, FC, FTLF, GO, KFY	AI, Automation, Grocers, productivity, Research, small caps, technology, value		BELFB FTLF GO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jun 15, 2026	Fund Letters	Askeladden Capital Partners	Grocery Outlet Holding Corp	Grocery Stores	Food & Staples Retailing	Bull	NASDAQ	defensive, Discount Retailer, ERP implementation, grocery, Independent Operators, inflation pass-through, Opportunistic Purchasing, Private-label, turnaround, Value Grocer	View Pitch
Apr 13, 2026	Fund Letters	Askeladden Capital Partners	Grocery Outlet Holding Corp	Consumer Staples	Food & Staples Retailing	Bull	NASDAQ	defensive, Discount Retailer, ERP implementation, grocery, Independent Operators, Management Change, Opportunistic Purchasing, Private-label, turnaround, Value Retailer	View Pitch
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

GO

GO

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of GO

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: