VWTR

VWTR

VWTR

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2022 Q2 Jul 1, 2022 Palm Valley Capital Management -0.7% 1.2% CRD/A, CRI, CTRA, DOX, HOFT, HTLD, MLR, NATH, NGSC, ODC, OR, PHYS, PSLV, VWTR, WHGLY Cash, Fed, gold, inflation, Silver, small caps, Valuations, value NATH
LAS.TO
HOFT
ODC
CRI
2021 Q2 Jul 1, 2021 Palm Valley Capital Management 1.2% 4.8% COG, CRD/A, CRD/B, CRI, DOX, EZPW, OR.TO, PTVCB, SCHL, UG, VWTR, WHGLY Bubble, Cash, commodities, energy, inflation, Precious Metals, small caps, value VWTR
COG
2022 Q1 Apr 1, 2022 Palm Valley Capital Management 1.9% 1.9% CRD/A, CTRA, DOX, HTLD, MLR, NGS, OR, PHYS, PLPC, PSLV, VWTR, WH Cash, commodities, energy, Fed policy, inflation, Precious Metals, small caps, Valuations MLR
PLPC
HTLD
2021 Q3 Oct 1, 2021 Palm Valley Capital Management -1.1% 3.7% AMRK, COG, DOX, NGS, OR.TO, PHYS, PSLV, SSRM, TFPM, THS, VWTR, WHGLY gold, inflation, Natural Gas, Precious Metals, risk management, small caps, Valuations THS

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 15, 2026 Fund Letters Palm Valley Capital Management Vidler Water Resources Other Water Utilities Bull NASDAQ Arizona, asset monetization, capital return, Drought, Equity, Nevada, utilities, Water Rights, Western US

BSD Shareholders of VWTR

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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