NATH Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Oct 1, 2024	Palm Valley Capital Management	-0.1%	4.2%	DOX, EQC, HELE, LAS.TO, NATH, RGP, TBI, WHGLY, WLY	Commercial real estate, Fed policy, rates, small caps, Staffing, value	The commercial real estate market faces a menacing backdrop with property valuations for office sector down 40% and multifamily suffering. Many lenders reluctant to foreclose hoping for recovery. Small banks may not be properly recognizing expected loan losses on distressed CRE assets despite significantly lower valuations.	HELE WHGLY DOX LAS.TO RGP TBI	View

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

BSD Shareholders of NATH

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

NATH

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Letters With This Ticker

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BSD Shareholders of NATH

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