KTB

KTB

KTB

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q4	Feb 8, 2024	The Olstein Strategic Opportunities Fund	-	-	AAPL, AMZN, CFG, CWK, FA, FITB, GHM, GNRC, GOOGL, HRL, INTC, KTB, LKQ, LUV, META, MSFT, NVDA, RTX, SHYF, TPG, TSLA, USB, VNT, VSH, WRK, ZBH	financials, free cash flow, industrials, Magnificent Seven, undervalued, value	Manager believes market leaders are about to change from high-growth Magnificent Seven stocks to undervalued companies selling at large discounts to intrinsic value. Focus on companies with strong fundamentals trading below normalized free cash flow calculations.	HRTX	View
2025 Q4	Feb 3, 2026	Baird Small/Mid Cap Growth Equity Fund	1.2%	-8.5%	ABT, AFRM, BOOT, BRBR, BROS, BURL, BWXT, CASY, CHDN, COCO, CRDO, CW, DKNG, DT, ELF, EME, EXAS, FOUR, GKOS, KTB, LII, MASI, MNDY, MTSI, PEN, PODD, RGEN, RKLB, TARS, TWLO, ULS, VERX, WAY, WSO	AI, defense, growth, healthcare, mid cap, semiconductors, small cap, technology	The extended federal government shutdown added volatility during what was otherwise a risk-on environment, with a mid-quarter shift in market behavior for AI-related equities as the exuberant narrative evolved to one more balanced in assessing the technology's enormous potential against staggering capital spending plans and high expectations. The team initiated a position in Credo Technology as a more diversified way to gain exposure to strong trends in AI-connectivity. MACOM Technology Solutions rose nearly +40% as the company experienced broad-based demand, similar to many semiconductor companies in 2025. The team exited Astera Labs following industry conference presentations that suggested emerging competitive risks and concerns over single customer concentration, while initiating a position in Credo Technology for AI-connectivity exposure. Healthcare was the strongest relative contributor in the quarter with holdings increasing nearly +16% compared to benchmark returns of roughly +12%. Exact Sciences was acquired for a significant premium by Abbott Laboratories resulting in an +86% return, while other strong performers included Tarsus Pharmaceuticals, Glaukos following approval of a new product, Penumbra, and Repligen driven by strong earnings results. The team initiated a position in Curtiss-Wright, believing the company is entering a period where multiple near-term growth drivers are converging, including rising defense budgets, commercial aerospace production ramps, nuclear power plant life extensions and new builds, and submarine production. EMCOR Group was initiated as a new position, viewed as a critical contractor enabling multi-year investment cycles across data centers, semiconductor fabrication, electrification, and broader infrastructure modernization. Its decentralized, cash-generative model, recurring service base, and exposure to structural growth drivers create a profile viewed as more durable than a typical cyclical contractor framework.		View
2025 Q3	Oct 6, 2025	HalvioCapital	12.6%	19.3%	4PNT.L, AAP, CACC, ENR.DE, FTDR, FTRE, GETB.L, KTB, THNC.TO, VFC	Apparel, Buybacks, healthcare, small caps, spinoffs, Turnarounds, value	Multiple portfolio companies are actively repurchasing shares, including Kontoor which has been buying back stock since its 2019 spinoff, and Credit Acceptance which is aggressively buying back its own shares despite weaker growth and profitability.	8841 JP 9478 JP MCCK US NLOP US CPH CN	View
2025 Q3	Oct 24, 2025	Curreen Capital	9.0%	18.5%	4IMPRINT, AAP, CACC, ENR.DE, FTDR, FTRE, GETB.L, KTB, THNC.TO, VFC	Apparel, Buybacks, healthcare, small cap, spinoffs, technology, Turnarounds, value	Multiple portfolio companies are executing turnaround strategies including Advance Auto Parts fixing its balance sheet and improving operations, Fortrea attempting to turn around after spinning out of Labcorp, and VF Corp rebuilding management and returning to growth after fixing its balance sheet.	FTRE THNC CN GETB GB KTB ENH FTRE THNC CN GETB GB KTB ENH	View
2025 Q3	Oct 15, 2025	O’Keefe Stevens Advisory, Inc	-	-	4PNT.L, AAP, CACC, ENR.DE, FTDR, FTRE, GETB.L, KTB, THNC.TO, VFC	Apparel, healthcare, small caps, spinoffs, Turnarounds, value	Multiple portfolio companies are actively repurchasing shares, including Kontoor which has been buying back stock since its 2019 spinoff, and Credit Acceptance which is aggressively buying back its own shares despite weaker growth.		View
2025 Q4	Jan 28, 2026	Prosper Stars & Stripes	1.2%	9.9%	ATI, EAT, GTLB, INOD, KTB, META, MSFT, PDFS, RVTY, SEAT, SITM, STUB, TKNO	AI, alpha, healthcare, Long/Short, semiconductors, small caps, value	AI investment cycle driving economic growth and market gains, with revenue per employee increasing at large AI companies. AI infrastructure spending not out of line with past tech investment expansions. GenAI reshaping software development and creating competitive pressures for traditional seat-based pricing models. Semiconductor industry experiencing high growth from normal demand plus AI buildout. Companies like PDF Solutions benefiting from increased need for yield improvement tools in 3-D semiconductor structures and supply chain data sharing as US builds denser semiconductor supply chains. Small caps getting strong start in 2026 supported by easing monetary conditions and constructive fiscal backdrop. Small caps more sensitive to economic cyclicality which is overdue for expansion. Expected to grow at better pace than large caps in 2026 after long period of underperformance. Healthcare industry positioned for catch-up growth after several years of below-trend performance. Government spending expected to increase relative to feared cuts, with companies signaling improvement in revenue growth. Focus on 'picks & shovels' businesses serving the industry.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Nov 29, 2025	Fund Letters	Christian Ryther	Kontoor Brands Inc.	Consumer Discretionary	Apparel Manufacturing	Bull	NYSE	acquisition, Apparel, Brand management, capital allocation, cash flow, dividends, EPS growth	View Pitch
Nov 29, 2025	Fund Letters	Christian Ryther	Kontoor Brands Inc.	Consumer Discretionary	Apparel Manufacturing	Bull	NYSE	acquisition, Apparel, Brand management, capital allocation, cash flow, dividends, EPS growth	View Pitch

BSD Shareholders of KTB

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

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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