HLF

HLF

HLF

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	May 15, 2024	Appleseed Fund	0.0%	0.0%	AER, AGNC, ARDX, BEI.TO, CCJ, CF, DG, EVR, GNK, HLF, HUM, ITRN, MOS, RHHBY, SFM, VFC, WCC	Defensive, gold, healthcare, inflation, value	Gold has risen 20% over six months to new all-time highs driven by monetary debasement, emerging market demand especially from China, central bank purchases exceeding 1,000 tonnes annually, and physical gold flows shifting from West to East. The fund expects gold to outperform the S&P 500 over the next decade.	AGNC HUM	View
2024 Q1	May 10, 2024	FPA Crescent Fund	3.7%	12.8%	3659.T, 9988.HK, ADI, AMZN, AON, AVGO, C, CHTR, CMCSA, FERG, GBLB.BR, GOOGL, HLF, HOLN.SW, IFF, JDEP.AS, JEF, KMX, META, TEL	global, Opportunistic, Quality, value	JDE Peet's is the second largest coffee business in the world, currently navigating challenges including effects of war on Russian business, pandemic impact on out-of-home demand, and massive inflation in coffee prices. Management has struggled with these challenges leading to CEO replacement.	JDEP.AS	View
2024 Q3	Nov 13, 2024	Appleseed Fund	0.0%	0.0%	AER, AGNC, ARDX, CCJ, CF, DG, DLTR, DSX, EL, GRVY, HLF, HUM, MOS, MRC, MSFT, NVDA, SFM, SNV, SRUUF, WLFC	commodities, defensives, energy, inflation, Mining, nuclear, uranium, value	The fund sees a structural supply deficit in uranium markets driven by dramatically increasing demand from nuclear energy expansion while supply growth remains inadequate. Uranium prices have increased significantly over the past 5 years but the bull market is still in early innings due to persistent supply shortfalls.	SRUUF CCJ	View
2024 Q3	Oct 30, 2024	FPA Crescent Fund	3.7%	12.8%	ADI, AMZN, AON, AVGO, C, CHTR, CMCSA, FBIN, GOOGL, HLF, HOLN.SW, IFF, JDEP.AS, JEF, KMX, META, RI.PA, SATS, TEL, VYX	Diversified, global, Long/Short, Opportunistic, risk management, value	JDE Peet's stock has declined over the past twelve months despite largely stable earnings. Record-high coffee bean prices and headwinds from the company's Russia business have led investors to view the glass as half-empty. The fund is hopeful that new management will prove up to the task of making entrepreneurial and cost-efficient investments to reinvigorate growth and put JDE Peets in a position to benefit from its position as the world's second-largest consumer coffee company.		View
2025 Q4	Jan 29, 2026	Hotchkis & Wiley Mid-Cap Value Fund	2.4%	7.9%	ADNT, AIG, APA, BPOP, BTE.TO, CFG, ERIC, FFIV, FLR, HLF, KOS, MGA, OLN	Banking, energy, financials, mid cap, multiples, oil, valuation, value	The portfolio trades at 11x forward earnings and close to 6x normal earnings, both in line with historical averages, while the broad market trades at elevated valuations with the Russell Midcap's forward P/E at nearly 21x. The fund focuses on attractively valued companies with single digit earnings multiples and strong free cash flow yields. The fund maintains notable overweight exposure to oil & gas exploration/production companies that produce free cash flow yields well into the double digits. The managers view the oil market as having structural supply constraints and believe these companies represent a rare opportunity despite temporary oversupply concerns. The portfolio has notable overweight exposure to banks that exhibit attractive valuations, particularly considering their scale advantages and healthy capital ratios. Traditional/regional banks and trust banks performed well during the quarter, helping relative performance.		View
2025 Q4	Jan 21, 2026	Harbor Mid Cap Value Fund	4.1%	16.0%	AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC	Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value	The fund maintains its disciplined value investment approach, seeking high-quality, profitable companies that generate cash, pay dividends, and repurchase shares. Mid- and small-cap value stocks continue to trade at attractive multiples despite strong relative performance. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins for technology holdings. AI-related technology stocks may appear priced to perfection, but the fund continues to identify opportunities among mid-cap value stocks. The fund seeks companies that repurchase shares, viewing aggressive stock buybacks positively. Several holdings including General Motors, Garrett Motion, and EnerSys have been aggressively buying back stock.	AMKR EA ENS GTX	View
2023 Q3	Sep 30, 2023	FPA Crescent Fund	3.7%	12.8%	ADI, AIG, ATVI, AVGO, CHTR, CMCSA, GOOGL, HLF, HOLCIM, IFF, JEF, KMX, META, NFLX, SBNY	credit, Long/Short, Multi Asset, risk management, value	Credit exposure increased during the quarter. While high-yield bonds do not look as attractive as they did earlier in the year, the fund continues to search for opportunities that meet their risk/reward criteria.		View
2022 Q4	Feb 24, 2023	Bronte Capital Amalthea Fund	-3.7%	0.0%	GAM SW, HLF	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Mar 16, 2026	Substack	Jam Invest	Herbalife Nutrition Ltd.	Consumer Staples	Personal Products	Bull	New York Stock Exchange	consumer staples, debt reduction, Digitization, Free Cash Flow, Herbalife, investment thesis, market cap, personalized nutrition, Revenue Growth, weight management	View Pitch
Dec 7, 2025	Substack	Jam Invest	Herbalife Nutrition Ltd.	Consumer Staples	Packaged Foods	Bull		dietary supplements, earnings per share, financial health, Herbalife, market conditions, Nutrition, regulatory environment, Share Buybacks, shareholder value	View Pitch
Dec 6, 2025	Substack	Jam Invest	Herbalife Ltd.	Consumer Staples	Packaged Foods	Bull		debt reduction, Free Cash Flow, Global distribution, GLP-1 competition, Herbalife, Nutrition, Revenue Growth, Stephan Gratziani, Technological enhancements, turnaround	View Pitch
Oct 15, 2025	Value Investors Club	gcose4	Herbalife Ltd.	Consumer Staples	Personal Products	Bull	NYSE	deleveraging, Digital transformation, distributor productivity, Emerging markets, Free Cash Flow, GLP-1 complement, Herbalife One, multiple expansion, turnaround, undervalued	View Pitch
Oct 6, 2025	Value Investors Club	gcose4	Herbalife Ltd	Consumer Staples	Packaged Foods & Meats	—	NYSE	Herbalife, nutrition, MLM, Herbalife One, digital transformation, GLP-1, weight management, FCF, deleveraging, turnaround	View Pitch

BSD Shareholders of HLF

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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