PNI-AU

PNI-AU

PNI-AU

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Jul 27, 2025 Lakehouse Small Companies Fund - - AD8 AU, ARB AU, BAP AU, CAT AU, DHG AU, PME AU, PNI AU, RDX AU, TNE AU Founders, growth runway, Inefficiency, small caps, undercoverage RDX AU
AD8 AU
PME AU
PNI AU
CAT AU
TNE AU
ARB AU
2024 Q4 Dec 31, 2024 Lakehouse Small Companies Fund - 36.0% PNI AU -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 8, 2026 Fund Letters Donny Buchanan Pinnacle Investment Management Group Limited Financials Capital Markets Bull New York Stock Exchange Acquisitions, asset management, capital allocation, global expansion, Multi-Affiliate Model, organic growth

BSD Shareholders of PNI-AU

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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