UBAB Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Letter
2025 Q2	Sep 10, 2025	Bonhoeffer Capital Management	8.7%	-	ART SJ, ARW, BLDR, FFBB, NBN, TIGO, UBAB	Balance Sheets, contrarian, Mean reversion, normalization, valuation	The commentary focuses on deep value opportunities driven by mean reversion, balance sheet repair, and normalized earnings power. Management stresses disciplined valuation work and patience through cycles to unlock long-term returns. The environment is viewed as favorable for contrarian investors as dispersion remains elevated.	View
2025 Q1	May 20, 2025	Bonhoeffer Capital Management	-3.4%	-3.4%	005300 KS, AX, FFBB, MSBC, NBM, TIGO, UBAB	-		View
2024 Q4	Mar 10, 2025	Turtle Creek Fund Test	-2.7%	-	ABG, AHT LN, ASO, BLDR, DOO CN, FFBB, KNSL, TIGO, UBAB, WSC	-		View
2024 Q3	Oct 29, 2024	Merion Road Capital	5.4%	11.2%	CURB, UBAB	-		View
2022 Q3	Oct 10, 2022	Alluvial Capital Management	4.8%	15.7%	BFC, CBOBA, GTX, HRBR, JOB, PX, UBAB, UD IM	-		View
2024 Q2	Jul 24, 2024	Alluvial Capital Management	4.8%	15.7%	HRBR, MCB LN, NLOP, SENEA, SXP CN, TLN, UBAB	-		View
2024 Q2	Jul 14, 2024	Merion Road Capital	5.4%	11.2%	LAKE, MSA, NAPA, UBAB, VCTR	-		View
2023 Q4	Feb 13, 2024	Bonhoeffer Capital Management	11.3%	0.0%	0N0B LN, ABG, AHT LN, ARW, AVT, BLDR, CNSL, FFBB, NBN, UBAB, VTY LN	-		View
2024 Q4	Jan 31, 2025	Merion Road Capital	5.5%	17.4%	BELFA, CLH, GOOG, MCEM, UBAB, VCTR	-		View
2023 Q4	Jan 25, 2024	Alluvial Capital Management	4.8%	15.7%	BFCC, CRAWA, FTLF, LICT, MRC, NLOP, SENEA, UBAB	-		View
2024 Q4	Jan 24, 2025	Alluvial Capital Management	-	16.4%	CBL, CRAWA, GTX, MCB LN, NLOP, TITC BB, UBAB, ZEG LN	-		View
2023 Q4	Jan 23, 2024	Cedar Creek Partners	-0.1%	4.8%	CZBS, IQV, PCHM, PDRX, PROM, ROYTL, SKAS, SODI, UBAB	-		View
2022 Q4	Jan 19, 2023	Merion Road Capital	5.4%	11.2%	CPRT, CRMT, FERG, GOOG, MHH, MWA, UBAB, WHG	-		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 18, 2026	Substack	Alluvial	United Bancorporation of Alabama, Inc.	Financial Services	Banks	Bull		book value accretion, capital structure, Community Banks, discounted repurchase, ECIP program, financial services, lending thresholds, preferred shares, Treasury Department, Value Investment	View Pitch

BSD Shareholders of UBAB

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

UBAB

UBAB

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of UBAB

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