ZEG Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 27, 2025	Alluvial Capital Management	8.5%	15.6%	CBL, MCB LN, NLOP, NWL IM, PKST, SENEB, SRC LN, TITN, TLN, WISH, ZEG	Assets, cash flows, Discipline, dislocation, value	The letter highlights valuation-driven opportunities created by market dislocations and investor pessimism. Management focuses on underappreciated businesses with strong assets, cash flows, and downside protection, while avoiding speculative growth excesses. Patience and capital discipline are emphasized as key to long-term returns.	WISH CBL PKST NLOP SRC LN SENEA MCB LN ZEG LN TLNE	View
2025 Q1	Apr 30, 2025	Horos Asset Management	5.0%	5.0%	AER, ANE SM, APPL, JUP LN, NEON, PLX FP, SDE CN, SDRL, ZEG	-			View

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

BSD Shareholders of ZEG

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

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of ZEG

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