NWLM Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 22, 2025	Alluvial Capital Management	15.5%	33.6%	CBL, FTLF, MCB LN, NLOP, NWLM, PHIL, PKST, UD IM, ZEG LN	Europe, infrastructure, real assets, small caps, value	Alluvial returned 15.5% in Q3, led by Zegonas asset monetization and strong performance in European small caps. The fund focuses on cash-generative niche companies like FitLife and McBride while emphasizing discounted valuations in UK and European equities. Managers see opportunity in underfollowed real asset operators and Expert Market securities trading below intrinsic value.	CBL NLOP MCB LN FTLF ZEG LN CBL NLOP MCB LN FTLF ZEG LN	View

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

BSD Shareholders of NWLM

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

NWLM

NWLM

Letters With This Ticker

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BSD Shareholders of NWLM

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