Uncommon Cents Investing Sells ASA Shares Worth Nearly $4 Million
Uncommon Cents Investing sold 77,370 ASA shares in Q4, valued at $3.92 million. Post-sale, ASA remains its top holding at 6.36% of assets.
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Uncommon Cents Investing sold 77,370 ASA shares in Q4, valued at $3.92 million. Post-sale, ASA remains its top holding at 6.36% of assets.
Nepsis Inc. disclosed a purchase of 52,776 CAVA shares, valued at $2.94 million, in a January 14, 2026 SEC filing. The fund's CAVA holding now totals 176,694 shares, representing 3.2% of its 13F assets.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. Alphabet Inc. was highlighted as the top performer, with the fund commenting on its earnings and AI potential.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% fund return. It highlighted Ciena Corporation's strong performance and role in hyperscaler networking.
L1 Capital's Q4 2025 investor letter details fund returns and discusses Intercontinental Exchange stock, noting AI concerns affecting its price.
L1 Capital released its 2025 fourth-quarter investor letter, reporting a 9.8% annual return and detailing its investment in HCA Healthcare, which saw a 55% share price gain in 2025.
L1 Capital's International Fund released its Q4 2025 investor letter, detailing performance and its view on Uber Technologies as a strategic holding amid autonomous vehicle developments.