WING

WING

WING

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Aug 2, 2024	Alger Small Cap Focus Fund	6.4%	5.9%	AGYS, CABA, KRUS, NTRA, RGEN, WING	-			View
2025 Q2	Jul 31, 2025	Artisan Global Discovery	10.8%	6.8%	ARIS, BAB LN, GDDY, GXI, III LN, IOT, IRTC, MIPS SS, RBC, SAIA, SPOT, SRT GR, TTD, WING	discovery, Global Growth, inflection points, underfollowed, valuation	The letter emphasizes uncovering underfollowed global companies with emerging competitive advantages and accelerating fundamentals. Management focuses on identifying inflection points where earnings power is not yet reflected in valuations. The outlook favors patient capital deployed into mispriced global opportunities.	III LN WING RBC GXI GR SAIA ARIS SPOT IRTC BAB LN	View
2025 Q2	Jul 29, 2025	ClearBridge Investments Small Cap Growth Strategy	-	-	BOOT, BWXT, CASH, RYTM, UTI, VOYG, WING	growth, market breadth, scalability, small caps, valuation	The fund discusses improving conditions for small-cap growth as market breadth expands and risk appetite normalizes. Management emphasizes companies with scalable business models and strong competitive positions. Small caps are viewed as offering asymmetric upside from depressed valuations.		View
2025 Q2	Jul 22, 2025	Artisan Partners Small Cap Fund	7.3%	-3.6%	BIRK, BWXT, CWAN, FLEX, FRSH, HALO, IOVA, IRTC, LSCC, MDGL, MTSI, SAIA, STVN, TTAN, WING	cash flow, fundamentals, Quality, small caps, Valuation discipline	The letter highlights a challenging environment where speculative stocks outperformed quality businesses. Management remains committed to owning high-quality small-cap companies with strong cash flows and attractive valuations. The outlook favors long-term compounding as fundamentals reassert leadership.	GWRE STVN SVTA BIRK MDGL WING BWXT CWAN IRTC MTSI FLEX	View
2025 Q2	Jul 17, 2025	Platinum International Brands Fund	6.6%	-	GALD SW, IDXX, WING	Consumer Staples, global brands, Margins, Pricing Power, Resilience	The letter focuses on global consumer brands with pricing power, loyal customer bases, and resilient demand. Management highlights brand equity as a defense against inflation and economic volatility. Long-term returns are driven by reinvestment, global scale, and margin stability.	IDXX WING GALD SW	View
2024 Q1	May 9, 2024	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	CNM, DAVA, EXLS, GLOB, RVLV, SMCI, WING	-			View
2024 Q1	May 9, 2024	Polen Capital – U.S. Small Company Growth	7.4%	-0.9%	4P0 GR, BMBL, CNM, GLOB, SMCI, WING	-			View
2025 Q1	Apr 22, 2025	Polen Capital – U.S. SMID Company Growth	-12.7%	-12.7%	ALGN, BAH, CRL, ELF, ETSY, FIX, FOXF, GLOB, GSHD, MANH, MODG, PGNY, ROAD, RVLV, SAIA, TECH, WING, YETI	-			View
2024 Q1	Apr 15, 2024	Carillon Eagle Small Cap Growth Fund	0.0%	0.0%	CELH, FIVE, FRSH, MKTX, SMAR, SMCI, VKTX, VNOM, WCC, WING	-			View
2024 Q1	Apr 15, 2024	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ASND, BJ, BOOT, EME, ESAB, FLYW, FROG, KRYS, MTDR, ONTO, PRA, RAPT, SMAR, SWAV, VCTR, VERX, WING, WNS	-			View
2024 Q1	Apr 15, 2024	Alger Small Cap Focus Fund	6.4%	5.9%	APPF, CWAN, NARI, NTRA, WING, XMTR	-			View
2025 Q1	Mar 31, 2025	Baron Discovery Fund	-6.2%	-6.2%	ACLX, AXON, EXAS, INDI, INSP, KRMN, KTOS, MEG, NARI, TEM, WING	-			View
2024 Q4	Mar 12, 2025	Invesco Discovery Fund	1.2%	22.6%	ALAB, ALTR, CLS, CVLT, GWRE, INTA, NOVA, PEGA, PI, QTWO, WING	-			View
2024 Q4	Dec 31, 2024	Alger Small Cap Focus Fund	1.8%	7.8%	ALAB, CDNA, MOD, NTRA, WING, XMTR	-			View
2023 Q4	Dec 31, 2023	Artisan Partners Small Cap Fund	9.0%	14.0%	ARGX, BL, ELF, FRPT, HALO, IPGP, LSCC, MYRG, NQG GR, NTBL, PCOR, SHLS, SMAR, VMI, WING	-			View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ATGE, ATRC, BJ, FLYW, HLNE, PRA, VC, WING	-			View
2022 Q3	Oct 28, 2022	Carillon Eagle Small Cap Growth Fund	0.0%	0.0%	CELH, COHR, EVOP, KRTX, RPD, SLAB, SMPL, SWAV, UEIC, WING	-			View
2022 Q3	Oct 26, 2022	Polen Capital – U.S. Small Company Growth	7.4%	-0.9%	AMN, AZTA, EEF GR, GSHD, PCTY, PGNY, WING, YETI	-			View
2022 Q3	Oct 26, 2022	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	BMBL, DT, EEFT, GSHD, PAYC, TTD, WING, YETI	-			View
2025 Q3	Oct 24, 2025	Artisan Global Discovery	3.0%	10.0%	ASC SJ, BFAM, CWAN, LSEG LN, MOD, PSN, PSTG, TDY, TEAM, WAY, WING	AI, defense, growth, healthcare, semiconductors	Equities advanced globally on AI-driven investment, easing tariffs, and broad rate cuts. The fund focuses on innovative growth companies in health care, technology, and defense with accelerating profit cycles. Managers highlight opportunities in biotech, semiconductors, and industrial automation amid evolving AI adoption and policy shifts.	WAY WING PRCT LSEG LN ASND PSTG MOD WAY TDY WING PRCT LSEG LN ASND PSTG MOD	View
2025 Q3	Oct 24, 2025	Titan Wealth	-	-	BIRK, INSP, KRMN, KTOS, MEG, MRCY, NTSK, PAR, PRMB, WING	Artificial Intelligence, cybersecurity, Data centers, defense, infrastructure	The firm reported strong performance across portfolios, driven by AI, emerging markets, and global infrastructure spending. Managers highlighted the expansion of data centers, defense, and renewable projects as key drivers of long-term growth. The Stock in Focus feature on CrowdStrike emphasized cybersecurity as a structural necessity in a digitizing and AI-powered economy, with rising enterprise adoption and high profitability metrics supporting the sectors investment case.		View
2025 Q3	Oct 21, 2025	Artisan Partners Small Cap Fund	8.7%	4.8%	4350 JP, ALAB, ASND, CGNX, CWAN, IBP, INSM, LOAR, LSCC, MDGL, MOD, MTSI, SN, WAY, WING	AI, Biotech, Health Care, industrials, small caps	The fund posted strong absolute but weaker relative returns as speculative small-cap stocks led markets. Managers emphasized profit-cycle investing, focusing on companies with durable growth such as Modine, Lattice Semiconductor, and Insmed. Key themes include AI-related infrastructure, biotech innovation, and cyclical recovery in housing and industrials.	OLLI CGNX MTSI TWST INSM MOD LSCC OLLI CGNX MTSI TWST INSM MOD LSCC	View
2025 Q3	Oct 19, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	ALNY, AXON, DXCM, FICO, INSM, MDB, MPWR, TTD, WING, WYNN	Artificial Intelligence, Biotech, Data centers, industrials, reshoring	The fund notes accelerating AI investment as a major market driver, with companies like Monolithic Power Systems and MongoDB benefiting from demand for data center and software growth. Healthcare remains a focus as biotech valuations reset and M&A revives, while industrials gain from AI infrastructure buildout and aerospace recovery. Managers see cyclical tailwinds in energy and manufacturing tied to reshoring and fiscal support.	MDB US INSM US ALNY US WYNN US MPWR US	View
2025 Q3	Oct 19, 2025	Artisan Mid Cap Fund	8.8%	15.3%	ARGX, DXCM, INSM, LPLA, LSCC, NTBLQ, RBC, RDDT, SNOW, SPOT, TDY, TEAM, TTAN, TYL, VCYT, WING, WWD	aerospace, Artificial Intelligence, Automation, Biotech, semiconductors	Healthcare innovation is accelerating with new drugs and devices from companies like Argenx and Insmed driving strong profit cycles. Technology exposure benefits from AI-led investment in chips and data infrastructure through holdings like Lattice Semiconductor and Synopsys. Industrials such as Woodward and Teledyne profit from expanding aerospace and defense demand.	SPOT WING LSCC INSM ARGX	View
2025 Q3	Oct 14, 2025	Alger Mid Cap Focus Fund	14.5%	19.0%	ALAB, AXON, CSU, HOOD, TLN, WING	Artificial Intelligence, Data centers, Financial Technology, semiconductors, Utilities	Mid-cap growth was led by AI infrastructure providers such as Astera Labs and Talen Energy, which benefit from data center expansion and power demand. Financial platforms like Robinhood illustrate the rise of digital wealth tools, while utilities benefit from AI-related grid upgrades. The portfolio remains focused on durable AI beneficiaries and tech-driven efficiency plays.	ALAB HOOD	View
2025 Q3	Oct 14, 2025	Alger Small Cap Focus Fund	8.6%	3.2%	NBIS, PTLO, TLN, TPC, WING	Artificial Intelligence, Cloud, Construction, Data centers, infrastructure	The funds performance was supported by exposure to AI infrastructure through Nebius and Talen Energy, reflecting rising enterprise demand for GPU capacity and energy-intensive data centers. Construction firms such as Tutor Perini also benefited from increased infrastructure spending and fiscal incentives. The strategy favors innovation-driven small caps positioned at the intersection of AI and real economy transformation.	TPC	View
2025 Q4	Jan 30, 2026	Immersion Investment Partners	0.0%	0.0%	BELFB, BROS, CAVA, CELH, CMG, DPZ, MAMA, PAR, RDVT, SBUX, TGT, WING	AI, Food, growth, Restaurants, small caps, tech, Valuations	The letter argues that the unwind of AI-driven mega-cap excess has created significant valuation dislocations in high-quality small-cap companies unfairly punished by broad tech multiple compression. Immersion emphasizes differentiated valuation work, variant perception, and patience in concentrated positions where fundamentals, unit economics, and long-term growth remain intact despite weak sentiment. The strategy focuses on exploiting mispricing created by narrative-driven selling, favoring businesses with durable economics, strong management, and asymmetric upside as earnings reassert themselves.	BROS MAMA PAR	View
2024 Q3	Sep 30, 2024	Artisan Global Discovery	7.6%	13.1%	0SAN LN, 669 HK, ARGX, CWAN, ESTC, GALD SW, HUBB, NU, NZM GR, RYTM, TCOM, TREX, TTEK, WING	-			View
2023 Q3	Sep 30, 2023	Artisan Mid Cap Fund	2.4%	6.6%	0KSR LN, A, BNTX, DXCM, GPN, IR, JBL, LSCC, NVST, SAIA, SWAV, TDY, TEAM, WING, ZS	-			View
2024 Q2	Jul 24, 2024	Polen Capital – U.S. Small Company Growth	7.4%	-0.9%	AAON, AIT, ALIT, DAVA, HELE, HLNE, IBP, OPCH, PGNY, RGEN, ROAD, RVLV, SITM, SMCI, WING, XPEL	-			View
2024 Q2	Jul 23, 2024	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	AAON, CCCS, DAVA, FIVE, KNSL, MPWR, PAYC, RGEN, SITM, TTEK, TYL, WING	-			View
2024 Q2	Jul 20, 2024	Artisan Partners Small Cap Fund	9.0%	14.0%	BSY, COCO, ETSY, GWRE, IOVA, LSCC, NTBL, SMCI, TWST, WING	-			View
2023 Q4	Feb 20, 2024	Polen Capital – U.S. Small Company Growth	7.4%	-0.9%	BWMN, CCCS, CNM, FF0 GR, GNRC, HLNE, LGIH, MEDP, MODG, QLYS, WING, XPEL	-			View
2023 Q4	Jan 27, 2024	Carillon Eagle Small Cap Growth Fund	0.0%	0.0%	CFLT, CYTK, GTLS, KNSL, KWR, LSCC, PJT, SUM, VICR, WING	-			View
2023 Q4	Jan 18, 2024	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	CNM, FF0 GR, FIVE, GNRC, GSHD, MEDP, MKTX, PAYC, POOL, TECH, TREX, WING	-			View
2024 Q4	Jan 17, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	APP, AXON, BAH, ENTG, FND, LPLA, MPWR, MRVL, RCL, WING	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Nikola Dvornak	Wingstop Inc.	Consumer Discretionary	Restaurants	Bull	NASDAQ	Brand, consumer, Franchising, growth, Margins, Restaurants	View Pitch
Dec 3, 2025	Fund Letters	Craigh Cepukenas	Wingstop Inc.	Consumer Discretionary	Restaurants	Bull	NASDAQ	Branding, Digital, Franchising, Restaurants, Unit_growth	View Pitch
Dec 3, 2025	Fund Letters	Jason L. White	Wingstop Inc.	Consumer Discretionary	Restaurants	Bull	NASDAQ	Branding, Digital, expansion, Franchising, growth, Margins, Restaurants, Uniteconomics	View Pitch
Nov 29, 2025	Fund Letters	Andrew Peck	Wingstop Inc.	Consumer Discretionary	Restaurants	Bull	NASDAQ	Commodity costs, Comps, Digital, Franchising, Unit economics	View Pitch
Nov 29, 2025	Fund Letters	Jason L. White	Wingstop Inc.	Consumer Discretionary	Restaurants	Bull	NASDAQ	advertising, Franchising, Loyalty, operational efficiency, ROIC, Unit growth	View Pitch
Nov 29, 2025	Fund Letters	Matthew Kamm	Wingstop Inc.	Consumer Discretionary	Restaurants	Bull	NASDAQ	efficiency, franchise, growth, Restaurants, technology	View Pitch
Nov 29, 2025	Fund Letters	Andrew Peck	Wingstop Inc.	Consumer Discretionary	Restaurants	Bull	NASDAQ	Commodity costs, Comps, Digital, Franchising, Unit economics	View Pitch
Nov 28, 2025	Fund Letters	Jason L. White	Wingstop Inc.	Consumer Discretionary	Restaurants	Bull	NASDAQ	advertising, Franchising, Loyalty, operational efficiency, ROIC, Unit growth	View Pitch
Nov 5, 2025	Seeking Alpha	Seeking Alpha	Wingstop Inc.		Restaurants	Neutral		Competition, consumer demand, EBITDA, franchise model, restaurant industry, same-store sales, Smart Kitchen, unit expansion, valuation, Wingstop	View Pitch

BSD Shareholders of WING

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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