NESN-SW

NESN-SW

NESN-SW

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q2 Jul 29, 2026 Tweedy, Browne Value Fund 7.2% 11.1% 005930 KS, BA.L, CAP.PA, CCC.L, DHL.DE, NESN SW, NOVN SW, RMS.DE, ROG SW, SAF.PA, TTE, ZTS AI, Buybacks, global, inflation, semiconductors, technology, Valuations, value
2026 Q2 Jul 29, 2026 Tweedy, Browne International Value II 7.0% 10.7% 005930 KS, 086280 KS, 4368.T, 4401.T, BA.L, CCC.L, DGE.L, DHL.DE, HEIA.AS, KEMIRA.HE, NA.TO, NESN SW, NOVN SW, RHM.DE, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, WINPK AI Bubble, Buybacks, Europe, inflation, international, small caps, Valuations, value
2026 Q2 Jul 29, 2026 Tweedy, Browne International Value II 6.7% 8.8% 005930 KS, 4368.T, 6777.T, BA.L, CAP.PA, CCC.L, DHL.DE, HEIO.AS, IONS, KEMIRA.HE, NESN SW, NOVN SW, RHM.DE, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, WPK.TO AI Concerns, financials, International Equities, semiconductors, small cap, technology, Valuations, Value Investing
2026 Q2 Jul 29, 2026 Tweedy, Browne Worldwide High Dividend 6.3% 4.5% 005930 KS, 086280 KS, 259960.KS, 6460.T, 7276.T, AAPL, AMZN, ARLP, AUTO.L, BA.L, BIM.PA, BKG.L, CAP.PA, CCC.L, DGE.L, DHL.DE, EEFT, GOOGL, HEIA.AS, IONS, MBT.PS, META, MSFT, NESN SW, NOVN SW, ORCL, RMS.PA, ROG SW, SAF.PA, TTE, U11.SI, WPK.TO, WU, ZTS AI Bubble, Buybacks, dividends, global, inflation, Risk Appetite, small cap, value
2026 Q2 Jul 14, 2026 Magellan Global Opportunities Fund No. 2 4.5% - ADDYY, AMZN, ASML, CMG, GOOGL, ICE, INTU, MA, META, MSFT, NESN SW, NFLX, SAP, SPGI, TSM, UNH AI Bubble, Global Equities, long-term, Quality, semiconductors, technology, valuation META
2026 Q2 Jul 14, 2026 Magellan Global Opportunities Fund No. 1 4.3% -7.1% ADDYY, AMZN, ASML, GOOGL, ICE, INTU, MA, META, MSFT, NESN SW, NFLX, SAP, SPGI, TSM, UNH AI, Bubble, global, Quality, semiconductors, technology, valuation META
2026 Q1 Jun 1, 2026 Tweedy, Browne International Value II 2.0% 2.0% 005930 KS, AUTO.L, BA.L, BNZL.L, CNHI, DHL.DE, NESN SW, NOVN SW, ROG SW, RUI.PA, TTE, U11.SI defense, energy, international, Pharmaceuticals, semiconductors, value
2022 Q4 Dec 31, 2022 Aquamarine - -21.0% 1211 HK, AXP, BAC, BRK/A, CDLX, CVNA, GOOG, IEX IN, MKL, NESN SW, OXY, RACE IM, ROKU, SNOW, SQ, TSLA -
2021 Q4 Dec 31, 2021 Aquamarine - 23.8% 1211 HK, AAPL, AMZN, AXP, BAC, BRK/A, FDJ FP, GOOG, IEX IN, MA, MSFT, NESN SW, NET, TSLA, WE, ZM -
2020 Q4 Dec 31, 2020 Aquamarine - 11.3% 1211 HK, AMZN, AVB, AXP, BAC, BRK/A, GME, MA, NESN SW, NGLX, RACE IM, SRG, STLA -
2015 Q4 Dec 31, 2015 Aquamarine - -16.0% ATGE, BRK/A, CHK, MSFT, NESN SW, RLS SP -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026 Fund Letters Christopher P. Bloomstran Nestlé S.A. Consumer Staples Packaged Foods & Meats Bull Swiss Exchange buybacks, Consumerstaples, dividend, Execution, Glp1, innovation, margin, Marketing, Nutrition, turnaround
Jan 21, 2026 Fund Letters Alan Pullen Nestlé S.A. Consumer Staples Packaged Foods Bull Swiss Exchange brands, consumer staples, Defensiveness, Pricingpower, scale
Jan 8, 2026 Fund Letters Abdulaziz A.Alnaim Nestlé SA Consumer Staples Packaged Foods & Meats Bull Swiss Exchange brands, Coffee, compounding, Petcare, Pricing

BSD Shareholders of NESN-SW

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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