VITL

VITL

VITL

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 21, 2025	Wasatch Micro Cap Fund	12.6%	-	LMB, PAR, PI, PNTG, VITL, WLDN	Biotechnology, growth, infrastructure, Micro-Cap, Quality, Risk Appetite, underperformance	Micro-cap stocks posted exceptionally strong returns in Q3 as investor risk appetite remained robust following the Trump administration's moderated tariff stance in April. A much-anticipated interest-rate cut late in the quarter further fed that risk appetite, creating an environment favorable for higher-risk assets.	PNTG PAR LMB VITL PI WLDN GDYN AGYS ROAD LMB	View
2026 Q1	Apr 25, 2026	Wasatch Small Cap Growth Strategy	-	-	AGYS, CAMT, ECG, FOUR, NVMI, VITL	AI, growth, small caps, software, technology		ECG CAMT NVMI VITL AGYS FOUR	View
2026 Q1	Apr 25, 2026	Wasatch Micro Cap Fund	-3.2%	-3.2%	CDNL, EZPW, LINC, RDVT, UTI, VITL, WLDN	AI, Education, gold, infrastructure, Micro-Cap, software		WLDN VITL RDVT CDNL EZPW UTI LINC	View
2026 Q1	Apr 15, 2026	Carillon Eagle Small Cap Growth Fund	-	-	AAOI, APPF, AROC, CRDO, GENI, IRTC, MOD, POWL, VITL	AI, Data centers, energy, growth, healthcare, Natural Gas, small cap, technology		APPF CRDO IRTC GENI VITL AROC POWL MOD AAOI	View
2025 Q3	Oct 20, 2025	Wasatch Micro Cap Fund	9.5%	-	LMB, PAR, PI, PNTG, VITL, WLDN	Biotechnology, growth, healthcare, infrastructure, Microcap, Quality, Risk Appetite, Utilities	Micro-cap stocks posted exceptionally strong returns in Q3 as investor risk appetite remained robust following the Trump administration's moderated tariff stance in April. A much-anticipated interest-rate cut late in the quarter further fed that risk appetite, creating an environment favorable for higher-risk assets.	PNTG LMB VITL PI WLDN	View
2025 Q4	Jan 22, 2026	Wasatch Micro Cap Fund	1.9%	4.8%	ADUS, AXGN, BLZE, CLMB, COCO, CSTL, ESQR, EZPW, MAMA, RDVT, SXI, TATT, VECO, VITL	Biotechnology, growth, healthcare, Microcap, profitability, Quality, underperformance	The fund focuses on high-growth, high-quality companies with differentiated business models, avoiding the low-quality market rally that dominated 2025. The managers emphasize companies with strong fundamentals gauged by cash flow and earnings, believing these will ultimately be rewarded as the market returns to favoring profitability. Healthcare sector, particularly biotechnology and pharmaceutical companies in early research and development stages, dominated benchmark returns. The fund had no exposure to this area due to focus on profitable companies, which weighed on relative performance as many biotech companies are years away from turning a profit.	CLMB CSTL MAMA AXGN	View
2025 Q4	Jan 22, 2026	Wasatch Small Cap Growth Strategy	0.0%	0.0%	FN, FOUR, FROG, RBC, TREX, VITL	AI, Biotechnology, growth, healthcare, Quality, small cap, technology, value	The strategy focuses on high-quality businesses with high ROAs and ROEs, and track records of durable earnings growth. Portfolio fundamentals remain solid with ROA and ROE well ahead of benchmark metrics. The managers avoid speculative companies and prefer proven earnings track records. The strategy's lack of exposure to biotechnology stocks was the primary driver of underperformance, as biotech soared nearly 27% in Q4. Managers avoid nascent biotech companies due to binary outcomes based on clinical trials, preferring healthcare companies with proven track records. Artificial intelligence was mentioned as one of the popular investment themes driving speculative small cap companies that the strategy avoided. AI workloads are driving demand for data center upgrades and faster communication standards.	RBC FN FROG TREX VITL FOUR	View
2024 Q2	Jun 30, 2024	THB Asset Management	10.3%	10.1%	ALNT, AMZN, BSIG, BYON, CRNC, DAKT, HWKN, IMMR, LIMB, LMAT, LUNA, NVDA, NVEE, PLUS, POOL, RES, TRNS, UFPT, VCEL, VITL	AI, Elections, inflation, infrastructure, Microcap, small caps, technology, value	Artificial intelligence is receiving significant media attention with companies committing billions to building infrastructure for data storage and processing. The AI ecosystem includes undiscovered companies whose products and services are necessary for continued infrastructure build-out. THB holdings participating in AI infrastructure include Limbach Holdings, NV5 Global, ePlus, and Luna Innovations.	DAKT	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Carillon Eagle Small Cap Growth Fund	Vital Farms	Farm Products	Packaged Foods & Meats	Bear	NASDAQ	Avian influenza, Eggs, Family farms, Packaged Foods, Pasture-Raised, Premium food, supply glut	View Pitch
Apr 28, 2026	Fund Letters	Wasatch Micro Cap Fund	Vital Farms, Inc.	Farm Products	Food Products	Neutral	NASDAQ	attractive valuation, brand strength, capacity expansion, Consumer sensitivity, Pasture-Raised, premium pricing, specialty eggs	View Pitch
Apr 28, 2026	Fund Letters	Wasatch Small Cap Growth Strategy	Vital Farms, Inc.	Farm Products	Packaged Foods & Meats	Neutral	NASDAQ	Brand Positioning, Competitive pressure, consumer staples, market share, Organic, Pasture-Raised, Specialty-Foods, valuation	View Pitch
Apr 13, 2026	Fund Letters	Wasatch Micro Cap Fund	Vital Farms, Inc.	Consumer Staples	Food Products	Bull	NASDAQ	consumer staples, Ethical sourcing, Farm Network, Pasture-Raised, specialty eggs, Sustainable Food, Traceability	View Pitch
Jan 24, 2026	Fund Letters	JB Taylor	Vital Farms, Inc.	Consumer Staples	Agricultural Products	Bull	NASDAQ	agriculture, Consumerbrands, Loyalty, Margins, Pricing	View Pitch
Nov 29, 2025	Fund Letters	Ken Korngiebel	Vital Farms Inc.	Consumer Staples	Food Products	Bull	NASDAQ	Branding, consumer trends, Eggs, Ethical sourcing, Food, growth, Margins, Sustainability, Transparency	View Pitch

BSD Shareholders of VITL

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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