WHLR

WHLR

WHLR

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2021 Q1 Mar 31, 2021 Alluvial Capital Management 12.4% 12.4% LICT, NUVR, PX, WHLR Alternative Assets, Europe, infrastructure, Microcap, small caps, Telecom, value UNI.MI
PX
2020 Q4 Dec 31, 2020 Alluvial Capital Management 18.1% 28.4% CRAWA, INTRED.MI, LICT, NUVR, PX, RWWI, WHLR Alternative Assets, distressed, Microcap, small caps, special situations, Telecom, value
2022 Q3 Oct 17, 2022 Kingdom Capital Advisors -1.6% 18.6% ARCH, CRMZ, DOLE, GME, GTIM, POL, SGA, UNTC, WHLR Coal, Concentration, energy, Outperformance, small caps, value GTIM
SGA
ARCH
POL
DOLE

Pitches With This Ticker

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

BSD Shareholders of WHLR

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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