SUBAY Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q4	Jan 31, 2024	Ariel Global Fund	6.9%	0.0%	005930.KS, BIDU, BMY, CNHI, DVA, FMS, INTC, SUBAY, TFC, TSM, VZ, WIZZ.L	AI, financials, global, healthcare, semiconductors, Telecom, value	Intel and TSMC positioned to benefit from cyclical recovery in PC and CPU demand. Memory market showing signs of bottoming with Samsung expected to benefit from supply/demand stabilization and rising prices. Foundry business momentum continues with growing customer base.	AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM ADDVA SS CNHI SUBARU BMY BIDU BVZN SW INTC	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of SUBAY

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

SUBAY

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Letters With This Ticker

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BSD Shareholders of SUBAY

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