RTO Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Letter
2024 Q1	Jun 8, 2024	Voss Value Offshore Fund	7.4%	8.9%	ALTG, GENI, IMXI, PAR, RCM, RTO, SLCA, SWI	-		View
2024 Q1	Jun 8, 2024	Voss Value Fund	9.2%	9.2%	ALTG, GENI, IMXI, PAR, RCM, RTO, SLCA, SWI	-		View
2025 Q3	Dec 4, 2025	Silver Beech Capital	-	3.5%	DNTL, ET, FFH, FR, GFR, GSY, MHC, PLYM, PRKS, RTO, SWX, WSC	CashFlow, Discipline, fundamentals, valuation, value	Silver Beech emphasizes a disciplined value approach amid a speculative market that rewards unprofitable growth and ignores cash-flow durability. The fund argues that valuation gaps versus the S&P 500 provide a margin of safety, with opportunities created by cyclical dislocations rather than structural impairment. Value investing remains compelling as fundamentals, free cash flow, and capital returns ultimately reassert themselves.	View
2024 Q3	Nov 5, 2024	Broyhill Asset Management	6.0%	0.0%	AVTR, BAX, BN FP, DG, EPAM, EVO SS, FI, NICE, PM, PYPL, RTO, SCHW	-		View
2024 Q3	Sep 30, 2024	Cooper Investors Global Equities Fund (Unhedged)	5.5%	5.4%	ERF, FYBR, GOOG, RTO, TKO	-		View
2024 Q3	Sep 30, 2024	Aristotle International Equity Fund	10.5%	13.3%	3064 JP, 9433 JP, BN CN, DEO, RTO	-		View
2024 Q3	Sep 30, 2024	Aristotle/Saul Global Equity Fund	6.4%	11.6%	3064 JP, 8439 JP, BN CN, MCHP, RTO	-		View
2024 Q2	Jul 17, 2024	White Falcon Capital Management	6.0%	8.5%	ATZ CN, RTO	-		View
2024 Q2	Jul 15, 2024	Cooper Investors Global Equities Fund (Unhedged)	5.5%	5.4%	AON, GEHC, GOOG, LPX, RTO, SONY, TSM, YUMC	-		View
2023 Q1	Apr 18, 2023	Brasada Focused Equity Strategy	0.0%	0.0%	CP, GOOG, RTO	-		View
2023 Q1	Apr 18, 2023	Cooper Investors Global Equities Fund (Unhedged)	5.5%	5.4%	7741 JP, BKNG, LSEG LN, RTO, SNPS	-		View
2023 Q1	Mar 31, 2023	Aristotle International Equity Fund	10.5%	13.3%	AAGIY, BAM, MC FP, MGA, RTO	-		View
2023 Q4	Mar 2, 2024	GreenWood Investors	0.0%	16.6%	BOL FP, CTT SS, LDO IM, MEIP, NXE, PDD, RTO	-		View
2023 Q4	Feb 26, 2024	Aristotle International Equity Fund	10.5%	13.3%	0K9E LN, 6594 JP, DKILY, DSY GR, EXPN LN, NEM GR, RTO	-		View
2023 Q4	Feb 26, 2024	Aristotle/Saul Global Equity Fund	6.4%	11.6%	3064 JP, 6326 JP, FMC, LEN, NEM GR, RTO	-		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Sep 13, 2025	Seeking Alpha	Seeking Alpha	Rentokil Initial plc		Specialty Business Services	Neutral		core business focus, customer retention, debt reduction, divestiture, Free Cash Flow, North America segment, personnel retention, pest control, Rentokil Initial, Terminix integration	View Pitch

BSD Shareholders of RTO

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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Letters With This Ticker

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