SOL-AX

SOL-AX

SOL-AX

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q3 Sep 30, 2025 Airlie Australian Share Fund 1.4% - ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX Australia, banks, equities, gold, real estate, value, volatility
2024 Q2 Jul 11, 2024 Highwood Value Partners - - ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX Australia, banks, gold, value, volatility SOL.AX
2025 Q2 Jun 30, 2025 Emerald Wealth Partners – Focused Equity Strategy 9.9% 5.9% ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX active management, Australia, banks, gold, Valuations, volatility SOL.AX
2023 Q2 Jun 30, 2023 PM Capital Global Companies Fund 5.1% - ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX active management, Australian Equities, banks, Concentrated Portfolio, gold, Valuations, volatility SOL.AX
2024 Q3 Oct 9, 2024 Mountain Vista Wealth Management - - ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX Australia, banks, concentrated, equities, gold, real estate, value SOL.AX

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 27, 2026 Fund Letters PM Capital Global Companies Fund Washington H. Soul Pattinson Financials Asset Management & Custody Banks Bull ASX asset management, Australia, Cash generative, defensive, diversified portfolio, investment company, long-term returns, permanent capital, Private Credit, private equity
Apr 13, 2026 Fund Letters Emerald Wealth Partners - Focused Equity Strategy Washington H. Soul Pattinson Financials Asset Management & Custody Banks Bull ASX Cash generative, Defensive portfolio, diversified holdings, investment company, long-term returns, Management Tenure, merger, net cash, outperformance, permanent capital
Apr 13, 2026 Fund Letters Highwood Value Partners Washington H. Soul Pattinson Financials Asset Management & Custody Banks Bull ASX asset management, Australia, cash generation, Defensive portfolio, diversified holdings, investment company, long-term returns, permanent capital
Apr 13, 2026 Fund Letters Mountain Vista Wealth Management Washington H. Soul Pattinson Financials Asset Management & Custody Banks Bull ASX asset management, Australia, Defensive portfolio, diversified holdings, investment company, Listed Securities, long-term returns, permanent capital, private equity

BSD Shareholders of SOL-AX

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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