PBH

PBH

PBH

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 22, 2025	Brandes Small Cap Value Fund	12.1%	4.9%	AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF	healthcare, industrials, positioning, small caps, underperformance, value	The fund focuses on small-cap value investing, seeking companies trading below intrinsic value estimates. The manager emphasizes the fund's lower valuations compared to the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects.	GLOB PBH	View
2025 Q2	Jul 11, 2025	Heartland Value Plus Fund	1.9%	-6.5%	BRC, MTRN, PBH, PHIN	Auto Parts, Buybacks, Capital Allocation, dividends, materials, Rate Cuts, small caps, value	For the first time since 2021, small-cap earnings have been growing year-over-year, signaling improved demand dynamics. The Russell 2000 Index gained 12.39% in the quarter, outperforming the S&P 500. Small companies are likely beneficiaries of lower financing costs and growing risk appetite from the Fed's rate-cutting cycle.	PBH MTRN PHIN BRC NVST SIMO GTES	View
2025 Q1	Mar 31, 2025	Brandes Small Cap Value Fund	-6.5%	-6.5%	AOBC, ARLO, BZU, CFP, ELAN, ERJ, EWG, FSTR, GHM, HBI, HXL, IMKTA, KMT, MOG.A, ORION, PBH, PKE, PZZA, SR	consumer discretionary, healthcare, industrials, small caps, value	The fund focuses on small-cap value investing, seeking companies trading at undemanding valuations below intrinsic value estimates. The manager emphasizes the fund exhibits lower valuations than the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects.	PZZA	View
2025 Q3	Oct 9, 2025	Heartland Value Plus Fund	8.5%	1.4%	BRC, MTRN, PBH, PHIN	Auto Parts, Buybacks, Capital Allocation, dividends, earnings, Rate Cuts, small caps, value	For the first time since 2021, small-cap earnings have been growing year-over-year, signaling improved demand dynamics. The Russell 2000 Index gained 12.39% in the quarter, outperforming the S&P 500. Small companies are likely beneficiaries of lower financing costs and growing risk appetite from the Fed's rate-cutting cycle.	PBH MTRN PHIN BRC	View
2025 Q3	Oct 21, 2025	Brandes Small Cap Value Fund	11.2%	16.6%	AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF	healthcare, industrials, positioning, small caps, technology, underperformance, value	The fund focuses on small-cap value investing, seeking companies trading below intrinsic value estimates. The manager emphasizes the fund's lower valuations compared to the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects.	PBH GLOB PBH GLOB	View
2025 Q3	Oct 15, 2025	Ariel Appreciation Fund	9.5%	-	FI, GS, KMX, KN, MAT, PBH, PSKY, REZI, SPHR	consumer, Entertainment, financials, mid cap, small caps, technology, value	The fund focuses on undervalued businesses with long-term growth potential. Multiple holdings are described as undervalued including Sphere Entertainment, Resideo Technologies, and Mattel. The manager emphasizes compelling value in small-cap equities and select cyclicals trading at historically attractive levels.	PBH FISV MAT KMX KN SPHR REZI	View
2025 Q3	Oct 15, 2025	Ariel Focus Fund	20.8%	-	AJG, BIO, CLB, FI, Gold, MOS, PBH, REZI, SLB, ZIMV	Buybacks, energy, financials, healthcare, materials, small caps, technology, value	The fund continues to focus on undervalued businesses with compelling value opportunities. Small-cap equities and select cyclicals are trading at historically attractive levels, with small caps trading at one of the steepest discounts to large caps since the dot-com era.	FISV AJG SLB PBH	View
2025 Q3	Oct 15, 2025	Ariel Fund	12.4%	-	MANU, MAT, PBH, PSKY, REZI, SPHR	consumer, Entertainment, healthcare, Media, small caps, technology, value	The fund sees compelling value in small-cap equities trading at historically attractive levels. Consensus earnings projections suggest the Russell 2000 Index may outpace the Russell 1000 Index over the next two years, with small caps currently trading at one of the steepest discounts to large caps since the dot-com era.		View
2025 Q3	Oct 15, 2025	Ariel Small Cap Value Strategy	12.7%	-	BCO, KMT, MAT, MSGE, PBH, REZI, SPHR, ZBRA	consumer, Entertainment, industrials, rates, small caps, technology, value	Small caps outperformed as capital rotated into undervalued segments of the market. Small caps are currently trading at one of the steepest discounts to large caps since the dot-com era. Consensus earnings projections suggest the Russell 2000 Index may outpace the Russell 1000 Index over the next two years.	KMT US SPHR US BCO US REZI US	View
2023 Q3	Mar 10, 2023	Ariel Fund	12.1%	0.0%	ATGE, GNRC, IPG, LESL, MAT, PBH, SPHR	consumer, Education, Entertainment, healthcare, small caps, value	Sphere Entertainment's Las Vegas venue opened on track with costs in-line, delivering profitable results and planning 365-day operations including concerts, sporting events, and The Sphere Experience. The venue presents long-term opportunities through advertising, sponsorship, and VIP hospitality licensing.	PBH GNRC IPG LESL AMAT ATGE SPHR	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Ariel Fund	Prestige Consumer Healthcare Inc.	Consumer Staples	Personal Products	Bull	NYSE	Consumer healthcare, COVID Recovery, debt reduction, margin expansion, multiple expansion, OTC Pharmaceuticals, product innovation	View Pitch
Apr 13, 2026	Fund Letters	Brandes Small Cap Value Fund	Prestige Consumer Healthcare Inc	Health Care	Pharmaceuticals	Bull	NYSE	Brand Builder, Consumer healthcare, defensive, M&A, market leadership, OTC Pharmaceuticals, share repurchases, Value	View Pitch
Apr 13, 2026	Fund Letters	Heartland Value Plus Fund	Prestige Consumer Healthcare	Consumer Staples	Personal Products	Bull	NYSE	acquisition, Clear Eyes, Consumer brands, Dramamine, Eye Care, Inventory Restocking, multiple expansion, OTC Healthcare, supply chain, vertical integration	View Pitch
Nov 29, 2025	Fund Letters	Bryan Barrett	Prestige Consumer Healthcare	Health Care	Pharmaceuticals	Bull	NYSE	Acquisitions, brands, cashflow, consumer, healthcare, OTC, pharmaceuticals	View Pitch
Nov 29, 2025	Fund Letters	Bradford Evans	Prestige Consumer Healthcare Inc.	Health Care	Pharmaceuticals	Bull	NYSE	Earnings-recovery, Integration, Inventory, Margins, OTC, supply chain, valuation	View Pitch
Nov 29, 2025	Fund Letters	John W. Rogers	Prestige Consumer Healthcare Inc.	Health Care	Pharmaceuticals	Bull	NYSE	Acquisitions, healthcare, innovation, OTC, pharmaceuticals	View Pitch
Nov 29, 2025	Fund Letters	Charles K. Bobrinskoy	Prestige Consumer Healthcare Inc.	Health Care	Pharmaceuticals	Bull	NYSE	acquisition, buybacks, cash flow, Consumer-health, growth, pharmaceuticals, valuation	View Pitch
Nov 29, 2025	Fund Letters	Bryan Barrett	Prestige Consumer Healthcare	Health Care	Pharmaceuticals	Bull	NYSE	Acquisitions, brands, cashflow, consumer, healthcare, OTC, pharmaceuticals	View Pitch

BSD Shareholders of PBH

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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