PR Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 29, 2026	American Century Small Cap Value Fund	3.9%	3.9%	CEI, ENOV, GPK, MGY, PR, TNET	energy, financials, oil, Regional Banks, small caps, value		ENOV TNET GPK	View
2026 Q1	Apr 20, 2026	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	-7.7%	-7.7%	BJ, CASY, CCO, CRS, CW, DASH, EME, HOOD, IBKR, INSM, IONS, LNG, PINS, PR, RGEN, ROST, RRX, STVN, TPG, TRGP, TTWO	AI, Data centers, energy, Geopolitical, growth, healthcare, mid cap, technology			View
2024 Q3	Sep 30, 2024	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	ALL, ARGX, BJ, COR, CTAS, DASH, EME, FND, IAC, ICLR, LNG, ORLY, PINS, PR, RGEN, RNR, ROST, TPG, TSCO, VEEV	consumer, energy, financials, growth, healthcare, industrials, mid cap, technology	AI investments by large public cloud providers continue unabated as they see greater risks of underspending and being left behind by rivals. This dynamic affects Information Technology budget setting cycles as companies approach year end.		View
2023 Q3	Apr 10, 2023	Van Der Mandele Arar Fund	-5.9%	0.5%	AWE.L, BFIT.AS, ESTE, IFP.TO, JXN, ONEW, PR, STLA	Autos, energy, Europe, rates, semiconductors, small caps, value	Manager emphasizes finding stocks with low P/E ratios and attractive balance sheets, particularly in the value segment of the market. Stellantis highlighted as trading at P/E under 3 despite solid fundamentals.	STLA	View
2022 Q4	Jan 3, 2023	Goehring & Rozencwajg Associates, LLC	0.0%	0.0%	BKEN, BP, DUK, ECCE, PR	-			View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

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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

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