LUNMF Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Jul 30, 2026	Massif Capital	-5.2%	10.7%	ACMCF, AFM.TO, AKRBP.OL, CHG.L, ENVX, EQNR, EQX.TO, GLO.TO, HBR.L, LRV.AX, LUNMF, VAR.OL	AI, Copper, Critical Minerals, geopolitics, gold, oil, Power Equipment, volatility			View
2026 Q2	Jul 16, 2026	Third Avenue Value Fund	1.3%	8.6%	5233.T, 6823.T, 6951.T, 8283.T, AYCOF, BMW.DE, BZU, CSFFF, CSUAY, ESYJY, HBR.L, HOG, JCYCF, LUNMF, MPHLF, RHI, SSVSF, TDW, TKAMY, VAL	Copper, Energy Services, global, Japan, semiconductors, special situations, tangible assets, value		TKAMY ESYJY	View
2024 Q1	Apr 14, 2024	Westwood Holdings Group, Inc.	6.9%	15.9%	AAPL, ADMLF, AMZN, APMRF, BHP, FLMMF, GOOGL, LUNMF, MSFT, MTXXY, NGEXF, NVDA, ORCL, TSLA, TSM	AI, commodities, Copper, Data centers, Industrial, Metals, Mining, value	Manager expects near doubling of copper production over the coming decade due to electricity demand growth and power grid modernization. Supply challenges from declining production, worsening grades, and inadequate exploration spending suggest inability to meet demand. Copper price recently began showing strength as global mine supply issues started to bite.	ADT1.L MLX.AX ALPHA.L NGEX.TO FILO.TO	View
2021 Q3	-	Avenue Investment Management	-	-	DNTL.TO, LUNMF, TOI.TO	Bonds, Canada, China, inflation, Mining, Supply Chain, technology, value			View

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

BSD Shareholders of LUNMF

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

LUNMF

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Letters With This Ticker

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