VIV Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 15, 2024	Ariel International Fund	7.6%	0.0%	AMIGY, APTV, DTG.DE, ELE.MC, FMS.DE, FUJHY, JD, MABUY, NCBDY, NTDOY, OPHLF, RBGLY, SIEGY, SPXCY, STJPF, STLA, TSYHY, VEA, VIV	Autos, Cyclical, Energy Transition, international, undervalued, value	The fund initiated positions in multiple automotive companies including Daimler Truck, Stellantis, and Aptiv, viewing the sector as offering attractive entry points amid cyclical pessimism. The managers see opportunities in electric vehicle transition, operational improvements, and market share gains across different automotive segments.	SIE.DE 3769 JP\|4194 CN\|4733 JP\|APG\|CROX\|FIX\|FLUT\|GLEN LN\|JD/ LN\|MTX GR\|PSI CN\|TKO\|WISE LN\|ZETA APTV ELE.MC FME.DE 7832.T STLA DTG.DE 7270.T	View

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

BSD Shareholders of VIV

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

VIV

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Letters With This Ticker

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BSD Shareholders of VIV

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