SBRCY Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q4	Jan 20, 2024	Blue Tower Asset Management	8.8%	0.0%	AAPL, EBIX, EZPW, GCAP.L, MASI, SBRCY	global, Retrospective, Russia, Sanctions, value	TCS Group came under blocking sanctions from the US in the 2nd half of 2023 when it was added to the SDN list. The fund will likely be unable to exit any Russian investments until there is a bilateral ceasefire in Ukraine and a mutual easing of sanctions. Sanctions have frozen Russian investments, leading to high levels of dispersion among accounts in the composite.	EBIX EZPW CGEO.L SBER.ME CNR	View

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

BSD Shareholders of SBRCY

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

SBRCY

SBRCY

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SBRCY

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