RDX AU Archives

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	The letter highlights inefficiencies in small-cap markets driven by limited coverage and liquidity constraints. Management emphasizes founder-led businesses with long growth runways and improving fundamentals. Volatility is viewed as an opportunity to build positions at attractive prices.	RDX AU AD8 AU PME AU PNI AU CAT AU TNE AU ARB AU	View
2025 Q2	Jun 30, 2025	Ganes Focused Value Fund	7.5%	-	APE AU, FID AU, LOV AU, PWH AU, RDX AU, SPY NZ	Compounding, Concentrated Portfolio, conviction, fundamentals, long-term	The commentary highlights a concentrated portfolio of high-conviction Australian equities, emphasizing long-term compounding and owner-oriented management teams. Management discusses volatility in individual holdings while reinforcing confidence in fundamentals. Concentration is viewed as a strength when combined with patience.	PWH AU SPY NZ APE AU LOV AU FID AU	View
2024 Q4	Dec 31, 2024	Ganes Focused Value Fund	-	5.9%	ARB AU, DPZ, LOV AU, MFF AU, PWH AU, RDX AU	-			View
2025 Q1	Mar 31, 2025	Ganes Focused Value Fund	-10.1%	-10.1%	APE AU, AUB AU, LOV AU, PWH AU, RDX AU, REH AU	-			View

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	Redox Limited	Materials	Chemicals	Bull	New York Stock Exchange	chemical distribution, Cost Reset, Family-Led, market share, operating leverage, valuation	View Pitch

BSD Shareholders of RDX-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

RDX-AU

RDX-AU

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of RDX-AU

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