IIIN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Jun 30, 2024	Robotti Value Investors	0.0%	0.0%	IFP.TO, IIIN, MT	cyclicals, Lumber, market inefficiency, Steel, value, volatility	The U.S. steel industry demonstrates market inefficiency with public companies trading at large discounts to intrinsic value while being acquired at significant premiums. Recent M&A activity shows Cleveland Cliffs bidding $35 for US Steel trading at $22, Nippon Steel bidding $55 (150% premium), and Stelco acquired at 87% premium. The manager invested in ArcelorMittal, focusing on its EAF technology and attractive valuation.	IFP.TO MT	View

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

BSD Shareholders of IIIN

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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Letters With This Ticker

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BSD Shareholders of IIIN

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