JSE SJ Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Nov 19, 2025	Steyn Capital FR Retail Hedge Fund	9.2%	12.1%	GLEN LN, JSE SJ, PRX NA	arbitrage, commodities, reforms, SAInc, valuation	The fund stresses substantial upside in domestically oriented South African companies overlooked in favor of rand hedges and global tech leaders amid AI-driven rallies. Increased corporate transactions, improving logistics reforms, and strong commodity-linked earnings support the fundamental case for local equities. SA Inc remains an attractive theme driven by structural reform, capital rotation, and deep valuation discounts.		View

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

BSD Shareholders of JSE-SJ

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

JSE-SJ

JSE-SJ

Letters With This Ticker

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BSD Shareholders of JSE-SJ

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