MWA Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	May 2, 2024	Madison Small Cap Fund	6.3%	17.2%	CCOI, CHRD, CNM, CSL, EHC, ENTG, ERF.TO, FORM, HCP, MODN, MWA, OSW, PRMW, PTC, SUM, WSC	energy, industrials, Quality, small cap, technology, value	Mueller Water Products manufactures products and services used in the transmission, distribution, and measurement of water in North America. America's water infrastructure is massive and in very serious need for upgrade and modernization. Significant federal funds have been allocated to do just this and the fund believes MWA is well positioned to capitalize.	HCP MWA CHRD CCOI CNM	View
2026 Q1	Apr 30, 2026	Voya MI Dynamic Small Cap Fund	-	-	CLF, KSS, MWA, PGNY, TPH, TROX	energy, financials, Geopolitical, growth, healthcare, small caps, technology, value		MWA TPH TROX PGNY CLF KSS	View
2025 Q1	Mar 31, 2025	abrdn U.S. Small Cap Equity Fund	-3.7%	-3.7%	AZEK, COHU, CORT, HEES, JHX, LOB, LRN, MWA, REVG, SHOO, URI, VERX, WERN, WK	infrastructure, M&A, Quality, small caps, tariffs, Trade Policy, water	Trump administration announced new trade policy with 10% tariffs on all imports plus additional country-specific tariffs, followed by 90-day moratorium on additional tariffs except China while negotiations proceed. Significant market volatility resulted from concerns about macroeconomic slowdown and higher inflation.	REVG MWA WK SHOO VERX LRN HEES CORT	View
2025 Q1	Mar 31, 2025	Voya Small Company Fund	-	-	COHU, CORT, HIMS, MWA, PRA, SHOO	growth, healthcare, semiconductors, small caps, technology, value	The fund focuses on US small cap core equity strategy and outperformed the Russell 2000 Index during Q1 2025. Small caps experienced broader pullbacks compared to large caps, with the fund benefiting from stock selection in industrials, healthcare, and financials sectors.	MWA PRA HIMS	View
2023 Q1	Apr 20, 2023	Merion Road Capital	5.4%	11.2%	MWA, RFIL, WCC	Electrical Equipment, Industrial Distribution, infrastructure, small cap, value	WCC is positioned to benefit from increasing public sector infrastructure spending from multiple federal acts including the $1.2 trillion Infrastructure Investment & Jobs Act, $369 billion Inflation Reduction Act, $53 billion CHIPS and Science Act, and $20 billion Rural Digital Opportunity Fund. These initiatives should drive demand across WCC's communications, utility, and electrical segments.	RFIL WCC	View
2022 Q4	Jan 19, 2023	Merion Road Capital	5.4%	11.2%	CPRT, CRMT, FERG, GOOG, MHH, MWA, UBAB, WHG	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 1, 2026	Fund Letters	Voya MI Dynamic Small Cap Fund	Mueller Water Products, Inc.	Specialty Industrial Machinery	Industrial Machinery	Bull	New York Stock Exchange	industrial machinery, infrastructure investment, Municipal, Smart Technology, Water infrastructure	View Pitch
Apr 13, 2026	Fund Letters	Madison Small Cap Fund	Mueller Water Products Inc	Industrials	Machinery	Bull	NYSE	Equity, federal funding, infrastructure spending, Monopolistic, Replacement Market, utilities, Water infrastructure	View Pitch
Apr 13, 2026	Fund Letters	abrdn U.S. Small Cap Equity Fund	Mueller Water Products	Industrials	Machinery	Bull	NYSE	capital investment, Fire Hydrants, Municipal Infrastructure, secular growth, Water infrastructure	View Pitch
Apr 13, 2026	Fund Letters	Voya Small Company Fund	Mueller Water Products Inc	Industrials	Industrial Machinery	Bull	NYSE	Cyclical, Industrial Equipment, infrastructure, Municipal, utilities, Water infrastructure	View Pitch

BSD Shareholders of MWA

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

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of MWA

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