PSO.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 27, 2025	13D Activist Fund	8.9%	2.7%	ABG, ALV, APD, BILL, EXEL, KVUE, MIDD, MRCY, PENN, PFGC, PSO.L, QRVO, RIOT, SWX, TRIP, TWLO, VSAT, VSTS, WK, YETI	activism, M&A, SMID Cap, technology, value	Shareholder activism continues to accelerate in both frequency and success rates, aided by the universal proxy and a rotation toward SMID value that favors activist-led turnarounds. The letter highlights multiple new activist campaigns across technology, food distribution, travel, defense, and software, emphasizing margin improvement and strategic optionality. Activism remains a compelling alpha source as activists target undervalued companies with identifiable catalysts and operational inefficiencies.	WK VSAT TRIP PFGC	View

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

BSD Shareholders of PSO-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

PSO-L

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Letters With This Ticker

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BSD Shareholders of PSO-L

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