HY Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	ValueWorks Capital	-	-	AAPL, AL, AMZN, CHRD, HY, LNG, MLP, MU, QCOM, TDW	energy, growth, semiconductors, technology, value, volatility	Manager is very excited to own Micron Technology for the next upcycle despite the stock correcting from $153 to $85. Qualcomm also experienced similar price action during the quarter's volatility.	AMZN AMZN	View
2023 Q3	Sep 30, 2023	ValueWorks Capital	-	-	AAPL, AL, CHRD, GS, HY, JOBY, LNG, MU, NETI, QCOM, TDW, TSLA, TUSK, WAL	energy, liquidity, positioning, technology, value, volatility	Manager expects an energy explosion rather than transition, supplementing fossil fuels with multiple additional energy sources. Hyster-Yale is deploying industrial scale fuel cells, while Eneti and Tidewater are developing offshore wind farms. Electric vehicles may prove superior due to being quieter, cleaner, less expensive to make, and more comfortable.		View
2024 Q2	Jun 30, 2024	ValueWorks Capital	-	-	AAPL, AL, CDLR, CHRD, HY, LNG, MLP, MU, QCOM, RIVN, TDW, WAL-PA	AI, Energy Transition, growth, inflation, semiconductors, technology, value	The gold-rush mindset in the tech space goes well beyond AI and is fueling economic growth across the board. This provides demand for everything from data centers to electricity and is productivity-enhancing for much of the economy.		View
2023 Q2	Jun 30, 2023	TIFF	-	-	AAPL, AL, AMZN, CHRD, HY, LNG, MLP, MU, QCOM, TDW	energy, Recovery, semiconductors, technology, value, volatility	The manager is positioned for the next semiconductor upcycle through holdings like Micron Technology, which corrected significantly during the quarter but is expected to benefit from the next cycle. Qualcomm also experienced similar price volatility but remains a core holding for the semiconductor recovery.	AMZN	View
2023 Q2	Jun 30, 2023	ValueWorks Capital	-	-	AAPL, CHRD, HY, JOBY, LNG, MU, QCOM, TDW, TUSK, WAL	energy, financials, inflation, semiconductors, technology, value	Manager sees declining inflation trends driven by supply chain normalization and commodity price reversals. Oil down 30% from peak, nickel and aluminum down even more. Believes inflation could trend toward Fed targets without serious economic damage.		View
2023 Q1	Apr 3, 2023	TIFF	-	-	AAPL, AL, CDLR, CHRD, HY, LNG, MLP, MU, QCOM, RIVN, TDW, WAL-PA	energy, growth, inflation, semiconductors, technology, value	The gold-rush mindset in the tech space goes well beyond AI and is fueling economic growth across the board. This provides demand for everything from data centers to electricity and is productivity-enhancing for much of the economy.		View
2024 Q1	Mar 31, 2024	ValueWorks Capital	-	-	AL, CHRD, GS, HY, LNG, MLP, MU, QCOM, TDW, WAL-PA	energy, financials, industrials, materials, technology, value	Manager acknowledges the AI mania driving indexes but notes their portfolios are not overly exposed to momentum-play and AI mania. Despite this, they recognize AI as part of broader technological productivity gains that will be dramatic and long-lived.		View
2023 Q4	Dec 31, 2023	ValueWorks Capital	-	-	AAPL, CHRD, GS, HY, LNG, MU, QCOM, TDW, TUSK, WAL	Election, energy, rates, security selection, technology, value	Manager emphasizes buying best-quality assets at best possible prices, targeting securities trading at 50-75 cents on the dollar. Portfolio results driven by security selection rather than thematic moves, with focus on fairly valued and well-positioned businesses generating cash and earnings versus story-driven equities.		View

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

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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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