WIX.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2021 Q3	Sep 30, 2021	Curreen Capital	-5.2%	31.5%	AOUT, CNDT, GETB.L, JXN, NILB.ST, WIX.L	Cross-border, small caps, special situations, spinoffs, Turnarounds, value		JXN	View
2022 Q2	Jun 30, 2022	Curreen Capital	-27.4%	-36.5%	ASAI.ST, GETB.L, JXN, NILB.ST, TRUE.ST, WIX.L	Europe, small caps, spinoffs, turnaround, value		WIX.L TRUEB.SS NILB.SS JXN GETB.L ASAI.SS	View
2021 Q2	Jun 30, 2021	Curreen Capital	1.4%	38.7%	AOUT, CACC, CDON.ST, CNDT, GETB.L, KOBRB.ST, KTB, NILB.ST, WIX.L	Capital Allocation, Home Improvement, small caps, spinoffs, United Kingdom, value		WIX.L	View
2022 Q1	Mar 31, 2022	Curreen Capital	-12.5%	-	ASAI.ST, GETB.L, JXN, NILB.ST, TRUE.ST, WIX.L	Buybacks, Capital Allocation, Europe, small caps, spinoffs, Turnarounds, value		ASAI.ST WIX.L NILB.ST JXN GETB.L	View
2022 Q1	Mar 31, 2022	Palm Harbour Capital	-0.7%	-0.7%	BAYN.DE, BOAS3.SA, DAN.MI, DNO.OL, JST.DE, MLCO, OCI.AS, PRT.MI, RHI.L, VAR.OL, WIX.L	commodities, energy, Europe, Fertilizers, inflation, mid cap, value		BOAS3.SA WIX.L	View
2021 Q4	Dec 31, 2021	Curreen Capital	14.6%	50.7%	AOUT, ASAI SS, CNDT, GETB.L, JXN, NILB SS, TRUEB SS, WIX.L	Capital Allocation, Europe, small caps, spinoffs, Turnarounds, value		JXN	View
2024 Q2	Jul 29, 2024	Mayar Capital	7.7%	9.6%	005930.KS, 7974.T, ALO.PA, BFAM, BLND.L, BNR.DE, CAP.PA, CFR.SW, EA, GOOGL, HLCL.L, JNJ, KER.PA, KVUE, MMM, NESN.SW, PYPL, UL, UPS, VTY.L, VWS.CO, WIX.L	Compounding, Defensive, global, long-term, Quality, value	The fund follows a disciplined value investing strategy, focusing on buying great businesses at reasonable prices with a margin of safety. The manager emphasizes patience and long-term compounding over quick gains, maintaining a tortoise-like approach to investing.	VWS.CO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jun 15, 2026	Fund Letters	Curreen Capital	Wickes	Home Improvement Retail	Specialty Retail	Bull	New York Stock Exchange	debt-free, DIY, home improvement, Home Repair, retail, spinoff, UK, Value	View Pitch
Jun 15, 2026	Fund Letters	Palm Harbour Capital	Wickes Group plc	Home Improvement Retail	Home Improvement Retail	Bull	New York Stock Exchange	DIY, Equity, home improvement, Installation Services, retail, spin-off, Tradesmen, UK, Value	View Pitch
Jun 15, 2026	Fund Letters	Curreen Capital	Wickes	Home Improvement Retail	Specialty Retail	Bull	New York Stock Exchange	cash generation, debt-free, dividend, home improvement, retail, spinoff, UK, Value Investment	View Pitch
Jun 15, 2026	Fund Letters	Curreen Capital	Wickes	Home Improvement Retail	Home Improvement Retail	Bull	New York Stock Exchange	clean balance sheet, DIFM, home improvement, housing market, retail, Returns on Capital, Showroom, spinoff, UK, Value	View Pitch

BSD Shareholders of WIX-L

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

WIX-L

WIX-L

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of WIX-L

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