MANU

MANU

MANU

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q3	Nov 10, 2023	East72 Holdings	6.3%	0.0%	CFR.SW, CHTR, LBRDK, MANU, PAH3.DE, SPHR, VIRT, VOW3.DE	Complexity, Conglomerates, Discounts, Europe, value	Extensive analysis of Virtu Financial as a liquidity provider in financial markets, discussing market making business model, regulatory challenges from SEC proposals, and competitive dynamics in off-exchange trading. Manager views current regulatory uncertainty as creating opportunity despite near-term headwinds.	VIRT DIEPA.BR	View
2025 Q3	Oct 15, 2025	Ariel Fund	12.4%	-	MANU, MAT, PBH, PSKY, REZI, SPHR	consumer, Entertainment, healthcare, Media, small caps, technology, value	The fund sees compelling value in small-cap equities trading at historically attractive levels. Consensus earnings projections suggest the Russell 2000 Index may outpace the Russell 1000 Index over the next two years, with small caps currently trading at one of the steepest discounts to large caps since the dot-com era.		View
2022 Q3	Oct 10, 2022	East72 Holdings	6.3%	0.0%	DXS AU, MANU, MSGS	-			View
2025 Q3	Oct 1, 2025	East72 Dynasty Trust	1.6%	-	1928.HK, AKER.OL, AVOL.SW, BIM.PA, BORR, CG, CNHI, CVNA, EXOR.MI, MANU, NNI, NVO, PARA, PHG, RACE, STLA, UHR.SW, UMG.AS, VIRT, VIVHY	Europe, Family, Holdings, Luxury, value	Manager focuses on quality businesses trading at significant discounts to intrinsic value under controlling shareholders. Emphasizes conservative valuation methods with margin of safety. Distinguishes between traditional value traps and companies with temporary pricing dislocations.	UHR SW	View
2023 Q3	Sep 30, 2023	Baron Focused Growth Fund	11.7%	13.2%	ACGL, CHH, CSGP, DNUT, FDS, FIGS, GWRE, H, IRDM, MANU, MGM, MSCI, MTN, ONON, RRR, SPOT, TSLA, VAC	Concentration, consumer discretionary, financials, growth, long-term, technology	Portfolio companies continue to generate strong results despite macroeconomic concerns. Most businesses have yet to experience changes in customer demographics or spending levels and have been able to offset cost increases with higher prices without impacting demand.		View
2024 Q2	Jul 25, 2024	East72 Dynasty Trust	6.3%	0.0%	AAPL, AVOL.SW, BVB.DE, CCP.L, CZR, DKNG, ENT.L, FLTR.L, FWONK, GENI, JUVE, MANU, MGM, MSFT, PENN, SCHL, SRAD, TKO, TSLA, WLY	discount, Europe, Holding Companies, Media Rights, Sports Analytics, technology, Travel Retail, value	The fund maintains significant exposure to European holding companies, particularly the Bolloré galaxy of companies including Compagnie de L'Odet, Bolloré, Vivendi, and Lagardère. These companies trade at substantial discounts to NAV despite strong underlying assets like Universal Music Group and cash holdings.	CAT.AX MMB.PA VIV.PA BOL.PA CDI.PA	View
2023 Q2	Jul 7, 2023	East72 Holdings	6.3%	0.0%	BOL.PA, GOOGL, MANU, MMB.PA, NWSA, UHR.SW, UMG.AS, VIV.PA	Complex Structures, Europe, Family Companies, Logistics, Media, value	Extensive analysis of Universal Music Group as an exceptional business with strong economics, dominant market position, and high-quality annuity characteristics. Discussion of Vivendi's media assets including Canal+ and Havas, with focus on international expansion particularly in Africa and Asia.	ODET.PA BOL.PA	View
2023 Q4	Jun 1, 2024	East72 Holdings	6.3%	0.0%	0001.HK, BC, C, DRR.AX, DXS.AX, EXOR, GOOGL, GS, ICE, IWG.L, JPM, MANU, MFG.AX, PAH3.DE, UBS, UHAL, VIRT, VOW3.DE, YBR.AX	Asset Management, Australia, Concentration, Hedging, Investment Banking, Sports Teams, value	Manager discusses significant investments in Goldman Sachs and JP Morgan which contributed positively to quarterly returns. Also analyzes Barrenjoey Capital Partners as a strategic investment representing exposure to Australian investment banking with potential for significant value creation.	MFG.AX MANU	View
2024 Q1	Apr 24, 2024	East72 Dynasty Trust	6.3%	0.0%	0045.HK, 0142.HK, 0700.HK, 9984.T, CAT.AX, CGI.TO, DIE.BR, ELF.TO, FFH.TO, FIH-U.TO, HWG.L, MANU, MFF.AX, OCDO.L, OXY, RBT.PA, SPHR, UHR.SW, VIRT	Airports, Asia, Conglomerates, Europe, Hotels, infrastructure, value	Focus on controlled companies trading at significant discounts to NAV, particularly family-controlled entities with hidden gems. The manager emphasizes that strong NAV/NAV growth is more prevalent than discount closure, citing examples like Exor trading at 40% discount despite Ferrari and Bolloré galaxy at 50%+ discounts despite Universal Music Group growth.	0045.HK FIH-U.TO DIE.BR	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	East72 Holdings	Manchester United PLC	Communication Services	Entertainment	Bull	NYSE	entertainment, EPL, Football Club, Media rights, private equity, Sale Catalyst, Sports Team, takeover target, UK	View Pitch

BSD Shareholders of MANU

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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