KUT.V Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q3	Oct 31, 2023	MCJ Capital Partners	10.6%	11.7%	CPRT, CSU.TO, JDG.L, KSI.TO, KUT.V	international, Patience, Process, small caps, value	Portfolio is primarily made up of smaller companies trading at historically cheap levels relative to large-cap counterparts. Only during the dotcom bubble has small been cheaper on a relative basis to large-cap stocks. Manager views this as an opportunity in unbeloved asset groups pushed to cheapest levels in recent history.	KSI.TO JDG.L KUT.V CSU.TO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	MCJ Capital Partners	Redishred Capital Corp	Industrials	Environmental & Facilities Services	Bull	TSX Venture Exchange	Canada, capital allocation, consolidation, Cyclical, Document Shredding, Recycling, small-cap	View Pitch

BSD Shareholders of KUT-V

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-V

KUT-V

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of KUT-V

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