HOLX

HOLX

HOLX

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	Financial Synergies Wealth Advisors	-	-	7352.T, HOLX	AI, deployment, energy, private equity, Take-privates, value creation	Blackstone continues to focus on the picks and shovels of AI through infrastructure investments such as chips and data centers, while the market's maturation has opened the door for measured exposure to the application layer. BXPE invested in OpenAI and Anthropic — two category-defining AI research labs with complementary strategies in consumer and enterprise use cases.		View
2025 Q2	Aug 7, 2025	Invesco Small Cap Value Fund	6.5%	0.2%	AL, COHR, DAVA, ENTG, EPAM, EWBC, GL, GLOB, HBM.TO, HOLX, LITE, MOH, MP, NRG, PAAS, PNFP, RMBS, SAIA, TEX, WAL, WBS	AI, Banking, energy, healthcare, Intrinsic Value, materials, small cap, value	The fund employs an intrinsic value approach to stock selection, seeking companies significantly undervalued on an absolute basis. At quarter end, the difference between market prices and estimated intrinsic value was attractive, indicating potential long-term capital appreciation. Following outperformance of large-cap stocks over small-cap stocks in recent years, the managers see greater long-term upside to intrinsic value in many small-caps compared to large-caps.	TEX SAIA	View
2025 Q2	Jul 24, 2025	The Sound Shore Fund	3.1%	-	AES, DIS, FLEX, HOLX, TEVA	AI, earnings, energy, healthcare, long-term, Media, technology, value	The appetite for semiconductor chips is being fueled by excitement around artificial intelligence technology potential. The world needs more data centers and electricity to power AI infrastructure, creating opportunities for suppliers like FLEX.	DIS AES FLEX HOLX TEVA DIS AES FLEX HOLX TEVA	View
2025 Q2	Jul 17, 2025	Rewey Asset Management	6.1%	-1.3%	DCO, HOLX, LAKE, OFIX	active, defense, Medical Devices, small caps, SMID, undervalued, value	Manager believes small and SMID caps remain neglected and undervalued with many names fitting criteria for long-term selection. Active stock selection is appropriate for smaller caps due to limited liquidity in ETFs, ability to avoid weaker companies, and vast under-researched universe with over 5000 equities providing alpha generation opportunities.	OFIX LAKE DCO OFIX LAKE DCO	View
2024 Q2	Jun 30, 2024	TMR Long Short Opportunities	-	-	7518.T, HOLX	AI, deployment, energy, private equity, Take-privates, value creation	Blackstone continues to focus on the picks and shovels of AI through infrastructure investments such as chips and data centers, while the market's maturation has opened the door for measured exposure to the application layer. BXPE invested in OpenAI and Anthropic — two category-defining AI research labs with complementary strategies in consumer and enterprise use cases.		View
2026 Q1	Apr 29, 2026	Jensen Investment	-2.5%	-2.5%	AON, BR, CDNS, FDS, G, HOLX, KEYS, KR, LH, LULU, ON, ROST, SHW, TTC	AI, competitive advantages, energy, mid cap, Quality, ROE, value			View
2024 Q1	Apr 15, 2024	The Sound Shore Fund	6.7%	21.1%	BBWI, BKR, BRK-B, CAH, CNC, COF, ELV, FIS, GEHC, GM, HOLX, KHC, KMI, KR, LEN, MRK, OGN, PFE, PRGO, PVH, TEVA, TTE, WFC, WTW	Adaptability, contrarian, energy, large cap, Utilities, value	Sound Shore's contrarian investment process focuses on the adaptability and sustainability of company business models. The fund seeks companies that can best adapt and adjust to changing environments, as exemplified by holdings like Vistra and Constellation Energy that prepared their assets for dynamic markets while maintaining strong balance sheets.	AYI TEVA CEG VST	View
2024 Q4	Mar 31, 2024	Caledonia Investment	-	-	7181.T, HOLX	AI, energy, healthcare, Japan, private equity, Take-privates	Blackstone continues to focus on the picks and shovels of AI through infrastructure investments such as chips and data centers, while the market's maturation has opened the door for measured exposure to the application layer. BXPE invested in OpenAI and Anthropic — two category-defining AI research labs with complementary strategies in consumer and enterprise use cases.		View
2025 Q4	Feb 18, 2026	The Gabelli ABC Fund	0.5%	6.1%	CFLT, EXAS, FOX, FRGE, GTLS, HOLX, KKR, KMB, KVUE, LEN, NEM, NFG, NFLX, PAAS, PSKY, TGNA, TXNM, WBD	arbitrage, healthcare, industrials, M&A, private equity, technology	Multiple biotech and pharmaceutical M&A deals closed during the quarter, including Akero Therapeutics acquired by Novo Nordisk for $54.00 per share plus CVR, Metsera acquired by Pfizer after outbidding Novo Nordisk, and Tourmaine Bio acquired by Novartis for $48.00 per share. M&A volume activity reached $4.6 trillion in 2025, representing a 49% increase from the previous year and the highest since 2021. Technology, industrials, and financials were the top sectors for M&A activity, accounting for over $2 trillion in deal activity.	ALE HOLX EXAS GTCH	View
2025 Q3	Dec 3, 2025	Blackstone Private Equity Strategies Fund	3.9%	12.4%	7203.T, HOLX	AI, energy, healthcare, Japan, private equity, Take-privates, value creation	Blackstone continues to focus on the picks and shovels of AI through infrastructure investments such as chips and data centers, while the market's maturation has opened the door for measured exposure to the application layer. BXPE invested in OpenAI and Anthropic — two category-defining AI research labs with complementary strategies in consumer and enterprise use cases.		View
2025 Q3	Oct 20, 2025	Invesco Small Cap Value Fund	10.0%	10.2%	AL, COHR, DAVA.L, ENTG, EPAM, EWBC, GL, GLOB, HBM.TO, HOLX, LITE, MOH, MP, NRG, PAAS, PNFP, RMBS, SAIA, TEX, WAL, WBS	AI, energy, healthcare, Intrinsic Value, materials, small caps, Transportation, value	The fund employs an intrinsic value approach to stock selection, seeking companies significantly undervalued on an absolute basis. At quarter end, the difference between market prices and intrinsic value estimates was attractive, indicating potential long-term capital appreciation. Following outperformance of large-caps over small-caps in recent years, managers see greater long-term upside to intrinsic value in many small-caps compared to large-caps.		View
2025 Q4	Jan 18, 2026	Rewey Asset Management	3.6%	13.1%	BR, CADE, DFIN, HOLX, LAKE, MEC	AI, Gdp, inflation, rates, small caps, technology, value	Manager believes small cap value sector remains attractively valued and neglected by investors. Small cap outperformance in 4Q25 viewed as early sign of portfolio rebalancing away from large-cap indices. Expects continued momentum into 2026 driven by strong GDP environment and lower Fed rates. AI adoption creating productivity gains but also sustained negative headwind for labor market as companies choose not to backfill roles. While positive for earnings through cost savings, AI-driven job weakness could force Fed to cut rates further. Large-cap tech AI valuations questioned by investors. Fed cuts of 175 bps over last 15 months expected to re-spark growth in financing-dependent cyclical industries. Weak job growth and dual mandate may force Fed to cut rates more than preferred. Lower rates viewed as positive catalyst for small cap sector. Extreme valuation differentials between large and small caps create opportunity. S&P 500 trades at 23.56x 2026 PE while Russell 2500 Value at 15.69x and Russell 2000 Value at 14.11x. Manager focuses on financially strong companies at attractive valuations with 2-3 year value creation plans.	DFIN LAKE MEC	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	The Sound Shore Fund	Hologic, Inc.	Health Care	Health Care Equipment	Bull	NASDAQ	buyout, diagnostics, Healthcare Equipment, medical technology, private equity, valuation, women's health	View Pitch
Feb 26, 2026	Fund Letters	Dr. Hendrik Leber	Hologic, Inc.	Health Care	Health Care Equipment	Bear	NASDAQ	Demand slowdown, Geopolitics, Guidance cut, portfolio rebalancing, tariffs	View Pitch
Feb 21, 2026	Fund Letters	Mario J. Gabelli	Hologic, Inc.	Health Care	Health Care Equipment	Bull	NASDAQ	arbitrage, cashflow, diagnostics, Imaging, private equity	View Pitch
Jan 22, 2026	Twitter / X	@InvestSpecial	Hologic, Inc.	Health Care	Health Care Equipment	Bear	NASDAQ	Breast, Breast Health, CVR, Cvr Effectively, diagnostics, Health, Health Segment, Holx	View Pitch
Jan 8, 2026	Fund Letters	Harry Burn	Hologic, Inc.	Health Care	Health Care Equipment & Supplies	Bull	NASDAQ	Buyout Rumors, diagnostics, PE ratio, valuation, women's health	View Pitch

BSD Shareholders of HOLX

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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