PPC-JO

PPC-JO

PPC-JO

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Aug 16, 2026	Merchant West	3.0%	-	AFM.JO, ART.JO, BID.JO, BTI, KIO.JO, NPN.JO, OCE.JO, PPC.JO, RNI.JO, SBV.JO, SOL.JO	financials, Hard Currency, inflation, Mining, oil, South Africa, value		PPC.JO RNI.JO KIO.JO BID.JO	View
2026 Q2	Jul 30, 2026	Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund	-	4.5%	7551.T, AFE.JO, BLU.JO, CLI.JO, GEM.L, HAR.JO, MDIA3.SA, META, NE, PPC.JO, PRX.AS, RNI.L, SESG.PA, VTP.JO	AI, contrarian, emerging markets, Iran War, Merger Arbitrage, Precious Metals, South Africa, value			View
2026 Q2	Jul 30, 2026	Rozendal Global Fund	-	2.1%	7172.T, AFE.JO, BLU.JO, CLI.JO, COH.JO, CPI.JO, GEM.L, HAR.JO, MDIA3.SA, META, NE, PPC.JO, PRX.AS, RNI.AS, SESG.PA, VLT.JO	AI, Iran, momentum, oil, Precious Metals, semiconductors, valuation			View
2024 Q2	Jul 30, 2024	Rozendal Partners	-	5.5%	0700.HK, B4B.DE, BAYN.DE, CGR.JO, HCI.JO, HL.L, KSPI, MDIA3.SA, META, MTN.JO, NPK.JO, NPN.JO, PPC.JO	global, Market Efficiency, Passive investing, technology, Turnarounds, value	The letter extensively discusses value investing philosophy and challenges, including David Einhorn's assertion that market structures are broken and value investing is dead due to passive investing. The managers defend value investing, arguing that patient fundamental investors can still profit through cash flow generation rather than just multiple re-rating.		View
2024 Q2	Jun 30, 2024	Rozendal Global Fund	-	5.5%	0700.HK, B4B.DE, BAYN.DE, CGR.JO, HCI.JO, HL.L, KSPI.L, MDIA3.SA, META, MTN.JO, NPK.JO, NPN.JO, PPC.JO, SDRY.L	global, Passive investing, South Africa, technology, Turnarounds, value			View
2024 Q2	Jun 30, 2024	Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund	-	-	0700.HK, B4B.DE, BAYN.DE, CGR.JO, HCI.JO, HL.L, KSPI.L, MDIA3.SA, META, MTN.JO, NPK.JO, NPN.JO, PPC.JO	global, Hedge Fund, Passive investing, South Africa, Turnarounds, 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 Q2	Jun 30, 2022	Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund	-	-	AMS.JO, IMP.JO, LKOH.L, META, MNZS.L, MTN.JO, NPN.JO, PPC.JO, PSG.JO, WINE.L	commodities, energy, inflation, Platinum, South Africa, takeovers, technology, value			View
2021 Q2	Jun 30, 2021	Rozendal Global Fund	6.6%	6.6%	CCJ, CPI.JO, IVT.JO, META, MGROS.IS, MTN.JO, PPC.JO, PSG.JO, QUINENCO.SN, RCL.JO, SAHOL.IS, SESG.PA, YRK.JO	emerging markets, global, inflation, Mining, nuclear, Turkey, value			View
2024 Q4	Dec 31, 2024	Rozendal Partners	-	0.0%	AFE.JO, BLU.JO, BUR.L, GDR.JO, HCI.JO, JD, MDIA3.SA, META, NE, PIK.JO, PPC.JO, SESG.PA, SHP.JO, TBS.JO, TSCO.L	global, retail, stock selection, technology, underperformance, value			View
2024 Q4	Dec 31, 2024	Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund	-	5.0%	AFE.JO, BLU.JO, BUR.L, GRT.JO, HCI.JO, JD, META, NE, PIK.JO, PPC.JO, SES, SHP.JO, TBS.JO, TSCO.L	Case Study, commodities, global, Hedge Fund, retail, South Africa			View
2023 Q4	Dec 31, 2023	Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund	-	15.9%	B4B.DE, BAYN.DE, BMT.JO, BUR.L, CCJ, CCOLA.IS, COH.JO, MTN.JO, PPC.JO, RCL.JO, TBS.JO	Currency, emerging markets, small cap, South Africa, uranium, value			View
2021 Q4	Dec 31, 2021	Rozendal Global Fund	-	1.9%	AFMJF, AFT.JO, BKNG, BLU.JO, CCJ, IMP.JO, LUKOY, MGROS.IS, MTN.JO, PPC.JO, SAHOL.IS, SCP.JO, SDRY.L, YRK.JO	commodities, emerging markets, energy, Mining, Recovery, Travel, Turkey, value			View
2024 Q4	Jan 28, 2025	Rozendal Partners	-	-3.0%	AFE.JO, BLU.JO, BUR.L, GDR.JO, HCI.JO, JD, MDIA3.SA, META, NE, PIK.JO, PPC.JO, SESG.PA, SHP.JO, TBS.JO, TSCO.L	global, retail, stock selection, technology, underperformance, value	Burford Capital operates in the litigation funding market, which offers attractive long-term growth prospects and favorable economics. The business provides capital to fund legal expenses in return for a share of proceeds, with returns typically around 30% internal rates of return. However, the company's high cost structure limits profitability of third-party asset management.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Aug 18, 2026	Fund Letters	Merchant West	PPC Ltd	Other	Construction Materials	Bull		Cement, construction materials, Event-driven, M&A Arbitrage, South Africa, Special Situation, takeover target, turnaround	View Pitch

BSD Shareholders of PPC-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

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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