REE.MC Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q4	Dec 31, 2024	Ariel International Fund	-5.1%	5.4%	000660.KS, 005930.KS, 6460.T, BARC.L, BEZ.L, BMPS.MI, DLG.L, EMAAR.DU, FMS.DE, HO.PA, JD, ML.PA, MUV2.DE, ORA.PA, REE.MC, SAF.PA, SNY, VEA	AI, Asia, Banking, Europe, international, semiconductors, value	Markets worldwide were led by artificial intelligence themed stocks, with U.S. mega-cap technology companies dominating performance. The narrow ascent of AI themed stocks have driven market returns in recent years, though opportunities should broaden to companies utilizing AI to create real-world efficiencies.	6460.T 000660.KS REE.MC ORA.PA BEZ.L BARC.L 3769 JP\|4194 CN\|4733 JP\|APG\|CROX\|FIX\|FLUT\|GLEN LN\|JD/ LN\|MTX GR\|PSI CN\|TKO\|WISE LN\|ZETA NPSNY ML.PA EMAAR.DU BMPS.MI FME.DE	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Ariel Global Fund	Redeia Corp SA	Utilities	Electric Utilities	Bull	Madrid Stock Exchange	Bull, Electric Utilities, regulated utility, Spain, Transmission, undervalued	View Pitch
Apr 13, 2026	Fund Letters	Ariel International Fund	Redeia Corp SA	Utilities	Electric Utilities	Bull	Bolsas y Mercados Españoles	earnings growth, Electric Utilities, energy infrastructure, Regulatory Drivers, Spain, undervalued	View Pitch

BSD Shareholders of REE-MC

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

REE-MC

REE-MC

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of REE-MC

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