OCE.JO Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Letter
2025 Q2	Jul 30, 2025	Rozendal Partners	-	23.0%	AFM.L, AST.JO, B4B.DE, BLU.JO, CCOLA.IS, COH.JO, HCI.JO, HL.L, KSPI.L, MTN.JO, NE, NPK.JO, OCE.JO, PRX.AS, SESG.PA, WINE.L	defense, emerging markets, global, Mining, Satellites, tariffs, Turkey, value	Completed investment cycle in three Turkish companies (Migros, Sabanci, Coca Cola Icecek) during hyperinflationary period. Turkey's unorthodox monetary policy created opportunities as negative real interest rates drove consumption boom. Exited positions as valuations reached fair value and real interest rates turned positive.	View
2025 Q2	Jul 30, 2025	Rozendal Global Fund	-	23.0%	AFM.L, ASR.JO, B4B.DE, BLU.JO, CCOLA.IS, COH.JO, HCI.JO, HL.L, KSPI.L, MTN.JO, NE, NPK.JO, OCE.JO, PRX.AS, SESG.PA, WINE.L	global, Mining, private equity, Satellites, tariffs, Turkey, value		View
2025 Q2	Jun 30, 2025	Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund	-	-	AFM.L, ASR.JO, BLU.JO, CCOLA.IS, COH.JO, HCI.JO, HL.L, KSPI.L, MEO.DE, MTN.JO, NE, NPK.JO, OCE.JO, PRX.AS, SES, WINE.L	emerging markets, Mining, private equity, South Africa, tariffs, Telecommunications, Turkey, value		View
2023 Q2	Jun 30, 2023	Rozendal Partners	-	13.5%	B4B.DE, BLU.JO, BUR.L, CCO, GEMD.L, HCI.JO, HOLD.IS, MCF.L, MDC.L, META, OCE.JO, PPC.JO, RCL.JO, SDRY.L, SUR.JO, TBS.JO	global, Litigation, South Africa, takeovers, technology, uranium, value	Rozendal invests in litigation funding through RLF, comparing the field to private equity in the 1980s with vast untapped market potential. They have committed 3% of hedge fund assets to litigation funding across five direct matters and two class action suits in South Africa.	View
2023 Q2	Jun 30, 2023	Rozendal Partners	-	-	B4B.DE, BLU.JO, BUR.L, CCO, GEMD.L, HCI.JO, HOLD.IS, MCF.L, MDC.L, META, OCE.JO, PPC.JO, RCL.JO, SDRY.L, SUR.JO, TBS.JO	global, Litigation, South Africa, takeovers, technology, uranium, value		View
2023 Q2	Jun 30, 2023	Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund	-	-	B4B.DE, BLU.JO, BUR.L, CCJ, HCI.JO, META, OCE.JO, PPC.JO, RCL.JO, SAHG.JO, SDRY.L, TBS.JO	Diamonds, healthcare, Litigation, South Africa, technology, Turkey, uranium		View
2022 Q4	Dec 31, 2022	Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund	-	12.0%	BLU.JO, BUR.L, GPL.JO, META, NBLB, OCE.JO, QUIN.SN, SPU.JO, TBS.JO, YRK.JO	activism, crypto, emerging markets, energy, gaming, Long/Short, South Africa, value		View

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

BSD Shareholders of OCE-JO

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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