INVE-B.ST Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q4	Feb 11, 2025	Torghatten Capital	-	-	ATCO-A.ST, ATD.TO, BOUV.OL, CSU.TO, EVO.ST, INVE-B.ST, MEDI.OL, NVO, V	Compounding, fundamentals, long-term, Margins, moats, Quality, ROCE, value creation	The fund focuses exclusively on high-quality companies with strong competitive advantages, trustworthy management, profitable operations, and smart capital allocation. Quality is defined through the Quality Triangle: historical numbers, management clarity, and forecastability.	EVO.ST CSU.TO V EVO SS CSU CN V	View
2025 Q3	Oct 1, 2025	Protean Small Cap	-	11.8%	ARJO-B.ST, ASSA-B.ST, BALD-B.ST, BOUL.ST, CHMO.CO, COLO-B.ST, DEMANT.CO, DEVYSER.ST, EAST.ST, EKTA-B.ST, ELUX-B.ST, GETI-B.ST, GRNGS.ST, HM-B.ST, INDU-A.ST, INVE-B.ST, LUMI.ST, LUN-B.ST, MTG-B.ST, NESTE.HE, NIMB.ST, RUSTA.ST, SDIP.ST, SINCH.ST, SKA-B.ST, SWED-A.ST, VIMIAN.ST, VITR.ST	active management, Medtech, Nordic, Quality, small cap, value	The fund has built significant positions in Nordic MedTech companies, particularly Danish large-caps Demant and Coloplast, believing the market is approaching a bottoming process with sensible valuations and upcoming catalysts. The manager acknowledges being early in picking up high-quality businesses that have fallen from grace, with about 18% of the fund invested across 10 Nordic MedTech names.		View

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

BSD Shareholders of INVE-B-ST

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

INVE-B-ST

INVE-B-ST

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of INVE-B-ST

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: