SGA Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q4	Jan 22, 2024	Merion Road Capital	5.4%	11.2%	CPRT, FERG, GOOGL, NAPA, SGA, SUM, UNTC	alpha, Attribution, dividends, small caps, special situations, value	The fund focuses exclusively on small-capitalization investments, with the Small Cap Fund increasing 11.2% in Q4 and 11.5% for the year. The manager notes that like the broader small-cap market, most returns came in December, driven by specific catalysts affecting portfolio companies.	NAPA SGA UNTC SUM	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Merion Road Capital	Saga Communications	Communication Services	Broadcasting	Bull	NASDAQ	capital return, cash generation, media, Radio Broadcasting, small-cap, Special dividend	View Pitch

BSD Shareholders of SGA

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

SGA

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SGA

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