SNN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2022 Q3	Nov 10, 2022	Palm Valley Capital Management	-0.1%	4.2%	KELYA, MAN, ODC, SNN, SSRM	-			View
2023 Q3	Oct 21, 2023	FMI All Cap Equity	-1.8%	11.2%	005930.KS, BARN.SW, BJ, BKNG, CCEP, CDW, DG, DLTR, FBIN, HLI, HWDN.L, IPG, LGIH, MU, OMC, SLB, SNN, SYY, VVV, ZION	China, Concentration, defensives, Europe, small caps, value	FMI emphasizes value investing opportunities across geographies, noting that global value stocks are trading near historically wide discounts to growth. The firm sees attractive relative values outside mega-cap companies, with U.S. Small Caps and European valuations at significant discounts.	CCEP SYY VVV	View
2024 Q3	Sep 30, 2024	Heartland Mid Cap Value Fund	8.2%	9.7%	DG, RHI, SNN	Cyclical, Fed policy, healthcare, mid cap, Staffing, value	The fund implements a two-bucket value strategy seeking both quality value companies trading at decent bargains and deeply discounted deep value companies with internal change agents. They establish four price targets for each stock to assess opportunities under various market conditions.	DG SNN RHI	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Heartland Mid Cap Value Fund	Smith & Nephew plc	Health Care	Health Care Equipment	Bull	LSE	healthcare, Manufacturing efficiency, margin expansion, Medical devices, Operational Improvement, Orthopedics, turnaround, Value	View Pitch

BSD Shareholders of SNN

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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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SNN

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