LYTS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q1	May 6, 2025	Lowell Capital	-	-	ASO, BOWL.L, BRC, DUR.AX, IWG.L, LNF.TO, LYTS, MACF.L, NSIT, QEPC	Canada, Cash, Defensive, Europe, free cash flow, small caps, value	Manager focuses on undervalued companies with low expectations and attractive valuations. Seeks good businesses with low valuations where market expectations are modest, believing these provide better risk-adjusted returns than growth stocks.	LNF.TO	View
2026 Q1	Apr 28, 2026	Diamond Hill Small Cap Fund	3.4%	3.4%	DCO, FA, KN, LYTS, MGY, ODC, PAL, PRGS, RRR, UTZ	AI, defense, energy, Geopolitical, healthcare, infrastructure, oil, small caps		KN LYTS UTZ PAL RRR ODC DCO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 1, 2026	Fund Letters	Diamond Hill Small Cap Fund	LSI Industries	Electronic Components	Electrical Components & Equipment	Bull	NASDAQ	cash generation, Commercial, Display Solutions, Industrial, Lighting, Management transformation, organic growth, Product Differentiation, Service revenue	View Pitch
Oct 3, 2025	Value Investors Club	diamond123	LSI Industries Inc.	Information Technology	Electrical Components & Equipment	—	NASDAQ	lighting, display solutions, project planning, M&A optionality, Jim Clark, C-store, grocery, QSR, reshoring, Made in USA, margin expansion, Adapt Services	View Pitch

BSD Shareholders of LYTS

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
Israel Englander	Millennium Management LLC	$233.2B	$525,711	0.00%	28,696	-44,146	-60.61%	0.0767%
David Siegel & John Overdeck	Two Sigma Investments	$67.5B	$2.6M	0.00%	140,320	+80,546	+134.75%	0.3751%
Cliff Asness	AQR Capital Management	$190.6B	$786,233	0.00%	42,917	+4,733	+12.40%	0.1147%

LYTS

LYTS

Market Cap: $0.69B

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of LYTS

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