SCOR

SCOR

SCOR

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Jun 13, 2024	180 Degree Capital Corp	0.0%	0.0%	AREN, LTRX, PBPB, QBTS, QMCO, SCOR, SNCR	activism, Microcap, rates, small caps, value	Manager argues that 5% Fed funds rates are historically normal and small cap stocks have performed well in such environments. The Russell Microcap Index remains down 30% from its all-time high despite broader market recovery. Historical data shows small caps performed positively in 15 out of 21 years when Fed funds rates were above 4.9%.	SCOR AREN LTRX QMCO SNCR PBPB	View
2025 Q1	May 19, 2025	180 Degree Capital Corp	4.5%	4.5%	ACNT, AREN, AVNW, BCOV, CVGI, IVAC, LTRX, MAMA, PBPB, RFIL, SCOR, SNCR, TURN	Asset Management, Mergers, private credit, small caps, turnaround, value	Manager emphasizes 35 years as a value investor attempting to uncover great companies trading below intrinsic value. The proposed Mount Logan combination represents what they believe is a great undiscovered and undervalued company. The letter repeatedly discusses finding substantially undervalued small, publicly traded companies with turnaround potential.		View
2022 Q3	Dec 31, 2022	180 Degree Capital Corp	0.0%	0.0%	ALTG, AREN, CVGI, PBPB, QBTS, QMCO, SCOR	-			View
2024 Q3	Oct 8, 2024	Kingdom Capital Advisors	2.5%	15.9%	ECRO, GENK, GLXZ, GTIM, HCC, NLOP, RRGB, SCOR, SUP, UNFI, VAL	Coal, Microcap, real estate, Restaurants, small caps, value	Premium metallurgical coal market is undersupplied with major steel producers paying $300m+ per million tons of annual production. Japanese and Indian steel companies are aggressively acquiring coal assets at valuations exceeding current Warrior Met Coal pricing.	ECRO UNFI HCC NLOP	View
2023 Q3	Sep 30, 2023	180 Degree Capital Corp	0.0%	0.0%	ALTG, AREN, CVGI, PBPB, QBTS, QMCO, SCOR	activism, Bear Market, Concentration, inflation, mispricing, Recession, small caps, value	Manager emphasizes concentrated value investing using Graham and Dodd approach enhanced with constructive activism. Believes market is inefficient and many holdings are dramatically misvalued, trading at historically low valuations despite operational improvements. Cites David Einhorn's observation about enormous number of dramatically misvalued companies.	ALTG ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN	View
2024 Q2	Aug 19, 2024	180 Degree Capital Corp	0.0%	0.0%	LTRX, MAMA, PBPB, SCOR, SNCR, SYNC, TST	activism, catalysts, Constructive, Microcap, small caps, value	The fund focuses exclusively on small and microcapitalization companies, highlighting the growing disconnect between large and small cap stocks and historically low valuations for small caps. The Russell 2000 and Russell Microcap indices experienced dramatic volatility during the quarter, driven primarily by ETF flows rather than fundamentals.		View
2023 Q2	Jul 20, 2023	180 Degree Capital Corp	0.0%	0.0%	CVGI, IVAC, PBPB, QBTS, SCOR, TURN	activism, Concentration, Microcap, small caps, turnaround, value	Fund focuses on substantially undervalued small, publicly traded companies with potential for significant turnarounds through constructive activism. Portfolio is highly concentrated in microcap names with catalysts expected to drive material appreciation.		View
2022 Q2	Jun 30, 2022	180 Degree Capital Corp	0.0%	0.0%	2AS GR, ALTG, AREN, ELA, PBPB, QMCO, SCOR, SNCR	-			View
2023 Q4	May 1, 2024	Kingdom Capital Advisors	2.5%	15.9%	ABL, ABLLW, AMRK, ARCH, CRSXF, HCC, NLOP, PLCE, SCOR, UNTC	Coal, contrarian, energy, real estate, small caps, special situations, value	Manager holds positions in Corsa Coal and previously Arch Resources, rotating into Warrior Met Coal. Coal was both a top contributor (Warrior Met) and detractor (Corsa Coal) during the period. Manager views coal as part of their value-oriented approach to out-of-favor sectors.	NLOP	View
2022 Q1	Mar 31, 2022	180 Degree Capital Corp	0.0%	0.0%	2AS GR, ALTG, AREN, LTRX, PBPB, QMCO, SCOR, SNCR	-			View
2022 Q4	Feb 24, 2023	180 Degree Capital Corp	0.0%	0.0%	ALTG, AREN, CVGI, PBPB, QBTS, SCOR, SNCR	-			View
2023 Q4	Feb 20, 2024	180 Degree Capital Corp	0.0%	0.0%	AREN, PBPB, SCOR, SNCR	activism, Media, Microcap, small caps, technology, value	Manager emphasizes microcap companies are historically inexpensive and undervalued relative to larger companies. Russell Microcap Index underperformed NASDAQ 100 by over 4600 basis points in 2023. Small-cap valuations are highly attractive versus large-cap based on EV/EBIT metrics.	ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN SNCR ALTG\|AREN\|CVGI\|PBPB\|QBTS\|QMCO\|SCOR\|TURN	View
2024 Q4	Jan 21, 2025	Kingdom Capital Advisors	2.1%	18.3%	ENZ, GLXZ, HCC, MAGN, NLOP, NPK, RGS, SCOR, SUP, TSSI, UNFI, UNTC	AI, Coal, Concentration, defense, Distribution, small caps, turnaround, value	KCA applies a concentrated approach to small cap investing, with the Russell 2000 serving as their benchmark. The manager notes that small cap stocks experienced a Trump rally in November that reversed by year-end. Since inception, small caps have returned about 7% cumulatively versus 89% for KCA.	TSSI NPK MAGN SUP UNFI NLOP	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	180 Degree Capital Corp	comScore, Inc.	Communication Services	Interactive Media & Services	Bull	NASDAQ	Board activism, capital structure, Communication Services, digital advertising, EBITDA growth, Equity, Interactive Media, Media Measurement, US	View Pitch

BSD Shareholders of SCOR

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
No investor data available.

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