KUT.TO Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q3	Oct 26, 2023	DKAM Donville Kent Asset Management	0.0%	68.1%	CTS.TO, KUT.TO, RET.TO	Canada, Cycles, inflation, Recession, small caps, value	Small caps are trading at the cheapest valuations in recent history with an 8x difference in earnings yield versus large caps. The fund's small cap holdings are growing faster but trading at 6.5x earnings versus large caps at 26.5x earnings. Small caps historically outperform in recessions as capital rushes back after being oversold.	KUT.TO CTS.TO RET.TO	View
2023 Q4	Jan 29, 2024	DKAM Donville Kent Asset Management	0.0%	68.1%	CSU.TO, CTS.TO, DE.TO, GSY.TO, KUT.TO, NVEI.TO, PAY.TO, PRL.TO, SECU.TO, VHI.TO	AI, Buybacks, Canada, growth, small caps, technology, value	Technology infrastructure investments are experiencing massive budget increases, with some jumping 10x in 2024. There is currently a bottleneck in compute power driving these investments. Converge Technology benefits from this trend, with Nvidia gear sales topping $120m in the first 9 months of 2023, up from $12m the year prior.	CSU.TO VHI.V PAY.TO NVEI.TO KUT.TO SECU.V GSY.TO DE.TO PRL.TO CTS.TO	View
2023 Q1	Jan 5, 2023	DKAM Donville Kent Asset Management	0.0%	68.1%	CSU.TO, CTS.TO, GSY.TO, KUT.TO, NVEI, RET.V, TC.TO, VHI.V	Canada, growth, inflation, interest rates, small cap, technology, value	The fund focuses on small cap growth stocks which have been beaten down by rising interest rates despite posting record revenues and earnings. Management believes this segment is at the cheapest valuation in history and poised for high returns as the interest rate headwind reverses.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	DKAM Donville Kent Asset Management	RediShred Capital Corp	Industrials	Environmental & Facilities Services	Bull	TSX	Cash Margins, Defensive growth, Document Destruction, niche market, operational efficiency, Paper Industry, Recycling	View Pitch
Apr 28, 2026	Fund Letters	DKAM Donville Kent Asset Management	RediShred Capital Corp	Industrials	Commercial Services & Supplies	Bull	Toronto Stock Exchange	Acquisitions, Canada, Cash Earnings, Commercial Services, Cyclical, Document Shredding, High Return CAPEX, small-cap	View Pitch

BSD Shareholders of KUT-TO

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

KUT-TO

KUT-TO

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of KUT-TO

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: