HRC Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2021 Q3	Sep 30, 2021	SouthernSun Small Cap	-3.1%	13.7%	BCO, BDC, CCMP, DAR, EPAC, FTDR, HRC, MUSA, PII, THO, TKR, UNVR	COVID, industrials, inflation, Labor, small cap, Supply Chain, value		UNVR FTDR TKR BCO MUSA HRC	View
2021 Q4	Dec 31, 2021	SouthernSun Small Cap	7.8%	22.5%	AEGN, AGCO, CCMP, DAR, DORM, DY, ENTG, EPAC, HRC, MGPI, PII, SAFM, STAY, THO, TMX, UNVR	consumer, Industrial, infrastructure, M&A, semiconductors, small cap, value		PII THO DY CCMP	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jun 15, 2026	Fund Letters	SouthernSun Small Cap	Hill-Rom Holdings, Inc.	Other	Health Care Equipment	Bull	New York Stock Exchange	acquisition target, Connected care, Healthcare Equipment, medical technology, premium valuation, product innovation, strategic value	View Pitch

BSD Shareholders of HRC

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

HRC

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of HRC

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