XRN

XRN

XRN

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q1 Mar 31, 2026 Heartland Value Fund 7.4% 7.4% ALEX, ALGT, CVGW, IIIV, PLYM, STKL, XRN Airlines, Geopolitical, oil, REITs, small caps, value XRN
IIIV
ALGT

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 15, 2026 Fund Letters Heartland Value Fund Chiron Real Estate REIT - Healthcare Facilities Health Care REITs Bull New York Stock Exchange healthcare REIT, insider buying, Management Turnaround, Medical Real Estate, NAV discount, Outpatient Facilities, share repurchase, Value Realization

BSD Shareholders of XRN

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.