MNL GR Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Jul 30, 2025	MSA Capital Partners Fund / Truffle Fund	-	17.3%	FERG, MNL GR, WINE LN	fundamentals, pricingpower, Quality, Resilience, ROIC	The letter stresses the advantage of owning structurally advantaged companies with stable business models, disciplined management, and predictable earnings. The manager argues that quality franchises deliver superior long-term returns through pricing power, high ROIC, and resilience to macro volatility. Quality remains a durable theme amid ongoing market concentration and cyclical dispersion.	FERG LN WINE LN	View

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

BSD Shareholders of MNL-GR

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

MNL-GR

MNL-GR

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of MNL-GR

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