TMX

TMX

TMX

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2022 Q1 Apr 30, 2022 SouthernSun SMID Cap -2.8% - AGCO, COOK, DAR, SCL, THO, TMX Agriculture, consumer, energy, Manufacturing, small cap, value COOK
TMX
SCL
THO
DAR
AGCO
2022 Q1 Apr 1, 2022 SouthernSun Small Cap -2.8% - AGCO, COOK, DAR, SCL, THO, TMX Agriculture, Chemicals, energy, Manufacturing, small cap, Travel, value COOK
SCL
THO
DAR
AGCO
2021 Q4 Dec 31, 2021 SouthernSun Small Cap 7.8% 22.5% AEGN, AGCO, CCMP, DAR, DORM, DY, ENTG, EPAC, HRC, MGPI, PII, SAFM, STAY, THO, TMX, UNVR consumer, Industrial, infrastructure, M&A, semiconductors, small cap, value PII
THO
DY
CCMP
2021 Q1 - SouthernSun Small Cap 18.6% - AEGN, AGCO, BR, CASS, DAR, EGOV, FHN, FTDR, MIDD, NGVT, PII, SFD, STAY, THO, TMX Automation, Financial Services, RVs, small cap, Specialty Chemicals, value CASS
PII
THO
2021 Q1 - SouthernSun SMID Cap 18.6% - AEGN, AGCO, BR, CASS, DAR, EGOV, FHN, FTDR, MIDD, NGVT, PII, SFD, STAY, THO, TMX execution, Generalist, portfolio, Quality, small cap, value CASS
TMX
PII
THO

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 15, 2026 Fund Letters SouthernSun SMID Cap Terminix Global Holdings, Inc. Other Environmental & Facilities Services Neutral New York Stock Exchange exit strategy, Operational Improvement, Pest Management, Portfolio Constraints, Pure-Play, Rentokil, UK Acquisition, valuation gap
Jun 15, 2026 Fund Letters SouthernSun SMID Cap Terminix Global Holdings Inc. Other Environmental & Facilities Services Bull New York Stock Exchange brand recognition, Commercial Services, customer experience, Employee Retention, operational improvements, pest control, Residential Services
Apr 13, 2026 Fund Letters Barometer Capital Management TMX Group Ltd. Financials Capital Markets Bull TSX Canada, Capital Formation, Capital markets, Derivative Markets, Exchange Operator, financial services, market volatility, trading volumes, transaction fees

BSD Shareholders of TMX

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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