LW

LW

LW

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q4	Dec 31, 2025	Royal London Global Equity Diversified Fund	4.8%	12.5%	7741.T, AAPL, AMZN, AVGO, BHP.AX, BRO, CPRT, GOOGL, HEIA.L, ITW, JPM, LLOY.L, LLY, LW, META, MSFT, MU, NVDA, RACE, V	AI, defense, Global Equity, healthcare, Quality, semiconductors, technology, Valuations	The fund benefited from strong positioning in AI-related companies, particularly Alphabet which saw positive results following the release of the Gemini 3 model that was widely accepted as market leading. The generative AI supercycle has driven extreme market concentration in the magnificent few companies, leaving huge parts of the equity universe ignored. Eli Lilly was a key contributor due to its dominant position in the fast-growing GLP-1 drug market. Third-quarter results were exceptional due to explosive demand for its metabolic franchise with Mounjaro for diabetes and Zepbound for obesity generating more than $10 billion in quarterly sales. Micron Technology continued to provide positive contribution as a semiconductor manufacturer benefiting from the AI boom. DRAM pricing has continued to rise sharply, creating a favorable environment for Micron and enabling improved profitability from rising AI workloads and tight semiconductor supply. The fund initiated a position in Hensoldt, a European defense electronics company, classified as an Accelerator. The investment case is underpinned by strong positioning in sensor solutions and electronic warfare, seeing heightened demand amid increased European defense spending with robust order book and technological edge in radar and optronics. The fund benefited from investors beginning to appreciate companies with more defensive qualities such as relatively reliable revenues. Many fundamentally sound, profitable, and dependable businesses are currently trading on the lowest relative valuations seen for years when compared to the broader index.	HAG GR ITW RACE LW MU LLY GOOG	View
2023 Q3	Oct 31, 2023	The London Company SMID Cap	9.2%	9.2%	BKI, BR, CHDN, CWST, LANC, LW, MTN, NEU, WAT, ZBRA	-			View
2024 Q3	Oct 30, 2024	Baird Small/Mid Cap Growth Equity Fund	6.9%	2.7%	ALAB, BMI, BSY, CACI, CYBR, LW	-			View
2024 Q3	Oct 2, 2024	The London Company Small-Mid Cap	2.0%	4.8%	AWI, ENTG, LW, WAT, WTM, ZBRA	-			View
2025 Q4	Jan 21, 2026	Meridian Hedged Equity Fund	0.1%	0.0%	ABNB, AMZN, CB, DHI, DHR, DKNG, GEO, LNG, LW, LYV, MGM, MTCH, VST, YOU	energy, gaming, Hedged Equity, Homebuilders, Options, Travel, value	The fund holds positions in gaming companies including MGM Resorts International and DraftKings. MGM benefited from record results in Macau properties and BetMGM achieving profitability. DraftKings faced near-term pressures from earnings shortfalls and competitive pressures but maintains long-term earnings potential. The fund maintains exposure to energy companies including Vistra Corp and Cheniere Energy. Vistra is positioned to benefit from surging electricity demand driven by data centers and electrification trends, operating attractive nuclear and natural gas generation assets in tight power markets. The fund has exposure to travel-related companies including MGM Resorts and Clear Secure. Clear Secure provides biometric identity solutions for travelers and benefited from robust travel demand and operational efficiency during the quarter. The fund holds D.R. Horton as a top position, representing exposure to the homebuilding sector. The company is positioned in the residential construction market.	YOU DHR MGM VST DKNG LW	View
2025 Q4	Jan 21, 2026	The London Company SMID Cap	2.0%	-4.8%	AER, LW, NEU, WAT, WTM, ZBRA	industrials, mid cap, Quality, small cap, SMID Cap, value	The portfolio emphasizes companies with high and stable returns on invested capital, conservative leverage, and reasonable valuations. Quality factors were headwinds during the quarter but the manager believes the environment is becoming more conducive to fundamentals where earnings growth, dividends, and balance-sheet strength matter more than valuation multiple expansion. Value outperformed Growth across the market cap spectrum during the quarter, with Value factors being the primary driver of returns, led by stocks trading at lower prices relative to sales and book value. The manager expects a return to fundamentals where reasonable valuations become more important.	LW NEU ZBRA AER	View
2024 Q2	Jul 22, 2024	The London Company Small-Mid Cap	2.0%	4.8%	BRKR, CHDN, DAVA, LW, MBI, MUSA. AER, NEU, QLYS, TREX	-			View
2023 Q1	Apr 20, 2023	The London Company Small-Mid Cap	2.0%	4.8%	BKI, CBRE, CPRT, ENTG, HAS, LW, MTB, STOR, SWKS, UNF	-			View
2023 Q1	Apr 20, 2023	The London Company SMID Cap	9.2%	9.2%	BR, CHDN, ENTG, IAA, JKHY, LW, MBI, MUSA, STOR	-			View
2024 Q4	Jan 13, 2025	13D Activist Fund	0.8%	1.7%	APD, HR, LW, RIOT, RPD	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 26, 2026	Fund Letters	Paul Schofield	Lamb Weston Holdings, Inc.	Consumer Staples	Packaged Foods & Meats	Bear	New York Stock Exchange	Food, inflation, Margins, Staples, Volumes	View Pitch
Jan 27, 2026	Fund Letters	Brian Campbell	Lamb Weston Holdings, Inc.	Consumer Staples	Packaged Foods	Bull	New York Stock Exchange	balance sheet, Food service, market share, Pricingpower, QSR	View Pitch
Jan 24, 2026	Fund Letters	Clayton Freeman	Lamb Weston Holdings, Inc.	Consumer Staples	Packaged Foods	Bull	New York Stock Exchange	Cost control, Frozen-Food, Margins, Pricing, Staples	View Pitch
Aug 8, 2025	Seeking Alpha	Hawkinvest	Lamb Weston Holdings, Inc.	Consumer Staples	Packaged Foods	Bull	NYSE	—	View Pitch

BSD Shareholders of LW

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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