PEY.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q3	Sep 30, 2023	AVI Global Trust	-	9.8%	3639.T, AKER.OL, APO, BN, CDI.PA, DIE.BR, FMX, GODI.NS, GROW.L, IAC, KKR, OCI.L, PEY.L, PIN.L, SCHB.OL, SYIP.L	Alternative Assets, Capital markets, discount, global, NAV, value	The fund focuses on companies trading at discounts to estimated underlying net asset value. Performance has been driven by stock selection with high conviction holdings like Apollo, KKR, FEMSA and Schibsted performing better on average.	SCHB.OL	View
2026 Q2	Jul 15, 2026	AVI Worldwide Opportunities Fund	8.1%	7.0%	AERI.L, BSIF.L, CGEO.L, GRID.L, HOME.L, HVPE.L, OCI.L, PEY.L, PIN.L, SSIT.L	activism, Closed-End Funds, Discounts, Energy Storage, M&A, private equity, Renewables, United Kingdom		PEY.L CGEO.L PIN.L BSIF.L SSIT.L GRID.L	View
2024 Q1	Mar 31, 2024	AVI Global Trust	-	-	9009.T, AKER.OL, BOL.PA, CHRY.L, DIE.BR, ENT.L, FMX, IAC, NWSA, OAKL.L, PEY.L, PIN.L, SCHB.OL, SONG.L	Auto, discount, Europe, Media, private equity, value	The fund focuses on companies trading at discounts to estimated underlying net asset value. News Corp trades at a 38% discount to estimated NAV, while D'Ieteren trades at a 33% discount despite strong earnings growth prospects.	DIE.BR NWSA	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 17, 2026	Fund Letters	AVI Worldwide Opportunities Fund	Partners Group Private Equity	Asset Management	Asset Management & Custody Banks	Bear	London Stock Exchange	2021 Vintage, Leverage Concerns, portfolio quality, private equity, Realisation Share Class, Shareholder Engagement, Valuation Haircuts, Workout Situation	View Pitch

BSD Shareholders of PEY-L

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

PEY-L

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of PEY-L

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