TA Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2022 Q1	Apr 21, 2022	Choice Equities Capital Management	-20.9%	-	AZEK, CBT, FARM, GMS, INVE, OEC, TA, TREX, WSO	Building Products, consumer, Industrial, inflation, rates, small caps, value		OEC TA AZEK INVE	View
2020 Q4	Feb 9, 2021	Choice Equities Capital Management	23.1%	76.3%	APPS, BXC, CELH, CTRN, HOME, MGNI, PBI, SIC, TA, VVI	Advertising, E-Commerce, Reopening, small caps, Travel, value, volatility			View
2023 Q1	Mar 31, 2023	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	ATSG, BV, GVA, HALO, HCI, HLMN, PTEN, SRCL, TA, TCBI, WSC	Banking, Commercial real estate, Quality, small caps, value	Manager emphasizes commitment to investment philosophy focused on high quality businesses with attractive cash flow and strong balance sheets. Attention to valuation should support investment returns as current interest rate regime inhibits valuation expansion. Small cap valuations look attractive relative to large caps.	PTEN HLMN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jun 15, 2026	Fund Letters	Choice Equities Capital Management	TravelCenters of America Inc	Other	Specialty Retail	Bull	NASDAQ	consolidation, EBITDAR Multiple, Highway Real Estate, Refranchising, Travel Centers, Truck Stops, Value	View Pitch

BSD Shareholders of TA

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 TA

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