HCI Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Letter
2025 Q2	Jul 30, 2025	Rozendal Partners	-	23.0%	AFM CN, B4B GR, BLU SJ, COH SJ, HCI, KO, KSPI, MGROS TI, MTN SJ, NE, NPK SJ, OCE SJ, PPI, PRX NA, SAHOL TI, SES, WINE LN	dislocation, fundamentals, inflation, macro risk, valuation	The letter highlights investing in countries and companies experiencing macroeconomic turmoil that drives capital flight and depressed valuations. Management argues that inflation scares and political risk often create fertile hunting grounds for bottom-up investors. The strategy relies on deep fundamental work rather than macro timing.	View
2024 Q2	Jul 30, 2024	Rozendal Partners	-	5.5%	836807 CH, B4B GR, BAYN GR, CGR SJ, HARMCMI LN, HCI, KSPI, META, MTN SJ, NPK SJ, PPC SJ	-		View
2023 Q2	Jun 30, 2023	Rozendal Partners	-	13.5%	B4B GR, BLU SJ, BUR, CCO CN, HCI, META, MFGP, OCE SJ, PPC SJ, RECMBFA SJ, SAHOL SJ, TBS SJ	-		View
2022 Q2	Jun 30, 2022	Rozendal Partners	-	-9.8%	AAL LN, HCI, LKOH RM, META, MNT SJ, NPN SJ, PPC SJ, QNCO IT, WINE LN	-		View
2024 Q1	May 7, 2024	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	AROC, HCI, HHH, LANC, MP, PCH, PLXS	-		View
2025 Q1	Mar 31, 2025	Wasatch Micro Cap Fund	-16.6%	-16.6%	ADUS, BOW, EZPW, HCI, WEAV, XPOF	-		View
2024 Q4	Jan 28, 2025	Rozendal Partners	-	-3.0%	836807 CH, AFE SJ, BLU SJ, BUR LN, CCOLA TI, HCI, JD, META, MGROS TI, NE, PIK SJ, PPC SJ, SAHOL TI, SES, SHP SJ, TBS SJ, TSCO	-		View
2022 Q3	Sep 11, 2022	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	ADTN, BV, CHRD, EHC, HCI, KN, SRC, TCBI, VNOM, WSC	-		View
2023 Q1	Mar 31, 2023	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	ADTN, ATSG, BV, GVA, HALO, HCI, HLMN, PTEN, SRCL, TA, TCBI, WSC	-		View
2022 Q1	Mar 31, 2022	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	CMP, HALO, HCI, HI, JBI, MP, VNOM	-		View
2023 Q4	Jan 30, 2024	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	GVA, HALO, HCI, NNN, PTEN	-		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of HCI

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

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