ZEG-LN

ZEG-LN

ZEG-LN

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q3 Oct 9, 2025 Forager International Shares Fund 2.9% - 4194 JP, 5038 JP, CRH, FI, FIX, INCH LN, NUTX, ZEG LN Digitization, Governance, Japan, Reform, SmallCaps INCH LN
VIS JP
FI US
ZEG LN
CRH US
FIX US
2024 Q3 Oct 29, 2024 Alluvial Capital Management 4.8% 15.7% BAHNB SS, FTLF, MCB LN, NLOP, TLN, ZEG LN -
2025 Q3 Oct 22, 2025 Alluvial Capital Management 15.5% 33.6% CBL, FTLF, MCB LN, NLOP, NWLM, PHIL, PKST, UD IM, ZEG LN Europe, infrastructure, real assets, small caps, value CBL
NLOP
MCB LN
FTLF
ZEG LN
CBL
NLOP
MCB LN
FTLF
ZEG LN
2024 Q4 Jan 7, 2025 Horos Asset Management 1.9% 11.8% EK5 GR, LBTYA, LSYN CN, NOAH, NPH GR, PLX FP, ZEG LN -
2025 Q1 Apr 21, 2025 Alluvial Capital Management 6.5% 6.5% CBL, FTLF, GTX, MCB LN, MNCL IN, NLOP, TCJ GR, ZEG LN -
2024 Q4 Jan 24, 2025 Alluvial Capital Management - 16.4% CBL, CRAWA, GTX, MCB LN, NLOP, TITC BB, UBAB, ZEG LN -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 21, 2026 Fund Letters Javier Ruiz Zegona Communications plc Communication Services Telecom Services Neutral New York Stock Exchange buybacks, dividends, restructuring, Special situations, Telecom
Feb 4, 2026 Fund Letters Dave Waters Zegona Communications plc Communication Services Telecom Services Bull New York Stock Exchange asset sales, buybacks, capital returns, deleveraging, Telecom-Turnaround
Jan 20, 2026 Fund Letters Steve Johnson Zegona Communications plc Communication Services Telecommunication Services Bull New York Stock Exchange Asset_Sales, deleveraging, Special_Situation, Telecom, turnaround
Dec 3, 2025 Fund Letters Dave Waters Zegona Communications plc Communication Services Integrated Telecommunication Services Bull NYSE cash flow, corporate actions, Fiber, restructuring, Telecom
Nov 29, 2025 Fund Letters Dave Waters Zegona Communications Communication Services Wireless Telecommunication Services Bull NYSE asset sales, deleveraging, Fiber, monetization, Multiple arbitrage, Re-rating, Special dividend
Nov 29, 2025 Fund Letters Steve Johnson Zegona Communications plc Communication Services Telecommunications Bull NYSE —
Nov 29, 2025 Fund Letters Dave Waters Zegona Communications Communication Services Wireless Telecommunication Services Bull NYSE asset sales, deleveraging, Fiber, monetization, Multiple arbitrage, Re-rating, Special dividend

BSD Shareholders of ZEG-LN

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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