ITV.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 30, 2024	Kernow Asset Management	8.0%	22.7%	FRAS.L, GFRD.L, HSX.L, IP, ITV.L, MNDI.L, MTRO.L, SAGA.L, SMDS.L	Buybacks, contrarian, Long/Short, Mid Caps, UK Equities, value, water	Multiple UK companies are engaging in substantial share buybacks, including ITV returning £235m (10% of market cap) and Hiscox announcing a new US$150m buyback program. This demonstrates intelligent capital allocation amid compelling company valuations.	MTRO.L MNDI.L HSX.L ITV.L	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Kernow Asset Management	ITV plc	Communication Services	Broadcasting	Bull	London Stock Exchange	broadcasting, capital allocation, divestiture, media, Share Buyback, Streaming, UK Equity	View Pitch

BSD Shareholders of ITV-L

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

ITV-L

ITV-L

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of ITV-L

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