PAY.TO Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q4	Jan 3, 2025	Van Der Mandele Arar Fund	-	-	096350.KS, 327A.HK, AWE.L, BFIT, CFW.TO, DAC, DRAG.DE, GOOGL, IMPP, JFIN, JXN, KWE.TO, NM, ONEW, PAY.TO, STLA	AI, Mag-7, Net-Net, P/E Ratios, shipping, small caps, Valuations, value	Manager focuses extensively on value investing, holding stocks with P/E ratios under 5 while the S&P 500 trades at 30x earnings. Portfolio includes net-net stocks with more cash than market cap plus debt, and companies trading below book value with strong balance sheets.		View
2023 Q4	Jan 29, 2024	DKAM Donville Kent Asset Management	0.0%	68.1%	CSU.TO, CTS.TO, DE.TO, GSY.TO, KUT.TO, NVEI.TO, PAY.TO, PRL.TO, SECU.TO, VHI.TO	AI, Buybacks, Canada, growth, small caps, technology, value	Technology infrastructure investments are experiencing massive budget increases, with some jumping 10x in 2024. There is currently a bottleneck in compute power driving these investments. Converge Technology benefits from this trend, with Nvidia gear sales topping $120m in the first 9 months of 2023, up from $12m the year prior.	CSU.TO VHI.V PAY.TO NVEI.TO KUT.TO SECU.V GSY.TO DE.TO PRL.TO CTS.TO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	DKAM Donville Kent Asset Management	PayFare Inc	Information Technology	Data Processing & Outsourced Services	Bull	TSX	DoorDash, Fintech, Gig Economy, Lyft, Real-time Payments, UBER, W-2 Expansion, Worker Retention	View Pitch

BSD Shareholders of PAY-TO

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

PAY-TO

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of PAY-TO

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