GRDN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 22, 2025	Aristotle Small Cap Equity Fund	3.3%	-	ACIW, AEIS, ALIT, BHLB, CHE, CMCO, DY, FLS, GRDN, HURN, IPAR, ITRI, JBGS, LQDT, MMSI, MNRO, MTSI, SMG, TKO, VRRM	growth, healthcare, industrials, small caps, technology, Telecommunications, value	Valuations remain compelling relative to large caps, with the Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, lower corporate tax rate, increased M&A activity, continued reshoring of U.S. manufacturing, and infrastructure-related spending.	VRRM SMG IPAR GRDN FLS ALIT ACIW CHE MTSI DY CHE	View
2026 Q1	Apr 20, 2026	TimesSquare Capital Management U.S. Small Cap Growth Strategy	-6.7%	-6.7%	BJ, CGON, CWST, EE, GRDN, HLNE, LGND, LSCC, MIRM, MTDR, MTSI, ONTO, RBC, RGEN, RRX, SOLV, STVN, VCTR, VVV, WING	Biotechnology, energy, growth, healthcare, semiconductors, small caps, technology			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Aristotle Small Cap Equity Fund	Guardian Pharmacy Services	Health Care	Health Care Services	Bull	NASDAQ	Aging Population, Assisted Living, Healthcare Technology, Long-term Care, Market Leading, Pharmacy Services, secular growth	View Pitch

BSD Shareholders of GRDN

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
Dmitry Balyasny	Balyasny Asset Management	$76.6B	$572,703	0.00%	19,033	-72,106	-79.12%	0.0278%
Israel Englander	Millennium Management LLC	$233.2B	$5.0M	0.00%	167,546	-174,492	-51.02%	0.2445%
Terrence Murphy	Clearbridge Investments	$124.9B	$6.3M	0.01%	209,283	-73,567	-26.01%	0.3054%
David Siegel & John Overdeck	Two Sigma Investments	$67.5B	$4.5M	0.01%	149,527	-27,210	-15.40%	0.2182%

GRDN

GRDN

Market Cap: $2.06B

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of GRDN

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