SGRO.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Jul 16, 2026	Third Avenue Real Estate Value Fund	6.0%	-	0004.HK, 0010.HK, 0175.HK, 1113.HK, AC.PA, BKD, DHI, FMCC, FNMA, FSV, LEN, PHM, PLD, SGRO.L, SKT, SUI, SVS.L, UHAL, WCC	Discount To NAV, Homebuilders, M&A, Mortgage Finance, real estate, REITs, Senior Care, value		SVS.L LEN.B BKD	View
2026 Q2	Jul 16, 2026	Third Avenue International Real Estate Value Fund	2.2%	-	0019.HK, 8439.T, AMATA.BK, BYG.L, CTPNV.AS, DXI.AX, DXS.AX, GLV.L, INA.AX, LLC.AX, LOGG3.SA, PLD, PSA, SGRO.L, SHUR.AS, SVI.TO, TAG.DE, VEST.MX, WDP.BR	Europe, Industrial, international, Logistics, real estate, REITs, Residential, value		DXI.AX TAG.DE	View
2024 Q4	Dec 31, 2024	Third Avenue Real Estate Value Fund	0.4%	14.1%	1113.HK, AC.PA, AMH, BKG.L, BN, BYG.L, CBRE, DHI, FNF, FPH, FR, JLL, LEN, PLD, RYN, SGRO.L, SUI, UHAL, WCC, WY	Commercial, Homebuilders, NAV, rates, real estate, REITs, Uk, value	Fund maintains significant exposure to commercial real estate through REITs and operating companies focused on industrial, logistics, self-storage, and real estate services. Holdings include platforms like Big Yellow self-storage, Prologis industrial, and CBRE services that benefit from structural demand drivers and limited maintenance capex requirements.	AC.PA BYG.L BKG.L	View
2024 Q3	Sep 30, 2024	Third Avenue Real Estate Value Fund	15.7%	0.0%	AMH, BN, BYG.L, CBRE, DHI, FMCC, FNF, FNMA, FPH, JLL, LEN, LOW, PLD, RYN, SGRO.L, SUI, SVS.L, UHAL, WCC, WY	Commercial real estate, Homebuilders, Hotels, Housing, real estate, REITs, value	Fund holds major homebuilders like Lennar and D.R. Horton positioned to benefit from persistent housing supply deficits and consolidation trends. Large publicly traded builders have increased market share to 55% from 40% five years ago by focusing on attainable housing and offering rate buydowns through captive mortgage subsidiaries.	WCC AC.PA	View
2023 Q4	Jan 31, 2024	Third Avenue Real Estate Value Fund	15.7%	0.0%	1113.HK, 4.HK, AMH, BAM, BKG.L, BN, BYG.L, CBRE, DHI, FMCC, FNF, FNMA, FPH, FRT, GRI.L, ING.AX, IVT, JLL, LEN, LOW, NSA, PLD, RYN, SGRO.L, SUI, SVS.L, TPHS, UHAL, WY	Commercial, Homebuilders, interest rates, real estate, REITs, Residential, value	Fund has 33% invested in commercial real estate enterprises focused on secular trends including industrial properties, self-storage, and last-mile fulfillment. Holdings include companies capitalizing on structural demand changes and urban densification.		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Lansdowne Partners European Fund	Segro plc	Real Estate	Industrial REITs	Bull	London Stock Exchange	Continental Europe, development, ERV Growth, industrial REIT, Logistics Real Estate, Supply-Demand, UK Property, Vacancy Rates, yield on cost	View Pitch

BSD Shareholders of SGRO-L

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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