SCR CN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 25, 2025	Open Insights Capital	-	-	OXY, SCR CN	energy markets, fiscal deficits, inflation, Macro, tariffs	The commentary centers on macro-driven volatility caused by tariffs, fiscal excess, and geopolitical brinkmanship. Management highlights trade friction, rising deficits, and energy market dislocations as forces reshaping asset prices. Growth optimism is acknowledged, but inflation and commodity intensity are positioned as unavoidable consequences.	OXY SCR CN MEG CN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Nelson Wu	Strathcona Resources Ltd.	Energy	Oil & Gas Exploration & Production	Bull	New York Stock Exchange	acquisition, Bid Strategy, Canada, consolidation, Oil sands, Reserves	View Pitch

BSD Shareholders of SCR-CN

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

SCR-CN

SCR-CN

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SCR-CN

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