KUB Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q4	Feb 26, 2024	Aristotle/Saul Global Equity Fund	6.4%	11.6%	3064.T, FMC, KUB, LEN, NMET.DE, RTO.L	Agriculture, global, Homebuilders, Industrial, Quality, technology, value	Lennar demonstrated strong performance despite rising mortgage rates through dynamic pricing, digital marketing, and buyer incentives. The company's land light strategy continues advancing with 76% of land controlled through options versus 69% a year ago. Management's ability to adapt to housing dynamics positions the company well amid decade-long undersupply.	3064.T FMC RTO.L GLEN	View

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

BSD Shareholders of KUB

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

KUB

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Letters With This Ticker

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BSD Shareholders of KUB

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