SRI

SRI

SRI

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q3 Sep 30, 2024 Meridian Small Cap Growth Fund 6.2% 0.0% AGS, BYRN, CARG, EVRI, LZ, MIR, MMSI, RBA, SEAT, SMAR, SRI, TMDX, TPB Automotive, consumer, gaming, growth, healthcare, small caps TPB
EVRI
BYRN
VICI
LZ
STRI

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 13, 2026 Fund Letters Meridian Small Cap Growth Fund Stoneridge, Inc. Consumer Discretionary Auto Components Bear NYSE Auto Components, Automotive Supplier, balance sheet, commercial vehicles, Electronic Safety Systems, execution risk, product launch

BSD Shareholders of SRI

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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