RMNI Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2021 Q1	Apr 1, 2021	Laughing Water Capital	25.8%	-	GME, ITI, PAR, RMNI	Concentration, small caps, software, Transformation, value		ITI PAR RMNI	View
2022 Q3	Nov 15, 2022	Greystone Capital	8.0%	16.0%	POL, RMNI, TIUM/U CN	-			View
2024 Q3	Sep 30, 2024	Diamond Hill Small Cap Fund	8.5%	12.2%	ALIT, ASH, ASTH, CIVI, DEI, ENOV, FA, FTAI, IGIC, JLL, LOB, NSP, PAL, PESI, RMNI, USLM	financials, healthcare, industrials, rates, small caps, value	The fund focuses exclusively on small-cap investments, typically companies with market capitalization below $3 billion or within the Russell 2000 Index range. Small-cap stocks outperformed in Q3, with the Russell 2000 Index gaining 9% and value stocks outperforming growth. The manager continues finding compelling new ideas in the small-cap space despite the ongoing bull market.		View
2023 Q3	Sep 30, 2023	Diamond Hill Small Cap Fund	8.5%	12.2%	ALGT, CALM, CIVI, DCO, ENOV, FTAI, HAYN, LANC, LEU, LOB, MLR, PRGS, RMNI, RRR	defense, energy, financials, nuclear, small caps, technology, value	Energy was the best performing sector in Q3 on the back of rising oil prices, notching a positive quarter at 19%. Oil prices rose against a backdrop of OPEC+ production cuts, benefiting holdings like Civitas Resources which saw earnings recover and share price rebound accordingly.	LAS/A CN\|MLR\|MNRO\|NGS\|WHGLY\|WLY ADCO CALM CIVI	View
2022 Q4	Jan 27, 2023	Diamond Hill Small Cap Fund	8.5%	12.2%	ALGT, BBCP, ESAB, ESGRP, FTAI, GHM, GTES, ODC, RMNI, RRR, TGB, UFPT, WNS, WWW	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jun 15, 2026	Fund Letters	Laughing Water Capital	Rimini Street	Software - Application	Systems Software	Bull	NASDAQ	competitive moat, Enterprise software, Litigation Overhang, Market share dominance, Oracle, recurring revenue, SAP, Third-party maintenance	View Pitch

BSD Shareholders of RMNI

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
Israel Englander	Millennium Management LLC	$233.2B	$274,836	0.00%	70,834	+23,286	+48.97%	0.0977%
David Siegel & John Overdeck	Two Sigma Investments	$67.5B	$417,441	0.00%	107,588	-157,678	-59.44%	0.1484%
Cliff Asness	AQR Capital Management	$190.6B	$271,523	0.00%	69,980	+34,123	+95.16%	0.0965%

RMNI

RMNI

Market Cap: $0.28B

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of RMNI

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