Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 24, 2026Fund LettersHarris Associates Concentrated StrategyICE Intercontinental Exchange, Inc. Financial Data & Stock ExchangesFinancial Exchanges & Data Bull New York Stock ExchangeData Services, Durable Business, Financial Exchange, Financial infrastructure, Fintech, network effects, shareholder returns, US
Jul 24, 2026Fund LettersHarris Associates Concentrated StrategyKDP Keurig Dr Pepper Inc. Beverages - Non-AlcoholicSoft Drinks Bull NASDAQBeverages, Coffee, consumer staples, Integration, M&A Synergies, Soft Drinks, US, valuation discount
Jul 24, 2026Fund LettersHarris Associates Concentrated StrategyICLR ICON plc Diagnostics & ResearchLife Sciences Tools & Services Bull NASDAQBiotech, Clinical Research Organization, Cro, Ireland, life sciences, margin expansion, Outsourcing, Pharmaceutical Services, Share Buybacks
Jul 24, 2026Fund LettersHarris Associates Concentrated StrategyCNC Centene Corporation Healthcare PlansManaged Health Care Bull New York Stock ExchangeCyclical Recovery, Earnings-recovery, Government Programs, healthcare, managed care, Medicaid, Medical Cost Trend, Medicare, US
Jul 23, 2026Fund LettersO'Keefe Stevens Advisory, IncSHC Sotera Health Diagnostics & ResearchHealth Care Services Bull NASDAQdebt reduction, duopoly, Equity, Free Cash Flow, high margins, Litigation Overhang, Medical Device, Regulatory Moat, Sterilization Services, turnaround, Value
Jul 23, 2026Fund LettersLangdon Global Smaller CompaniesRBREW.CO Royal Unibrew A/S Beverages - BrewersBeverages Neutral Nasdaq Copenhagen (Copenhagen Stock Exchange)Beverages, Bottling, Capital Redeployment, consumer staples, cost optimization, Distribution Agreement, local brands, Nordic Markets, Pepsi, Structural Change
Jul 23, 2026Fund LettersLangdon Global Smaller CompaniesMIAX Miami International Holdings Inc. Capital MarketsCapital Markets Bull NASDAQCapital markets, Derivatives, Electronic Exchange, Futures, Listed Options, market share gains, network effects, new product development, operating leverage, Proprietary technology
Jul 23, 2026Fund LettersLangdon Global Smaller Companies- DO & CO AG OtherHotels, Restaurants & Leisure Bull -Airline Catering, Consumer Discretionary, diversified revenue, Event Catering, hospitality, market overreaction, Operational Execution, Record Profitability
Jul 23, 2026Fund LettersLangdon Global Smaller CompaniesYETI YETI Holdings Inc. LeisureLeisure Products Bull New York Stock ExchangeConsumer Discretionary, leisure products, Manufacturing Diversification, market overreaction, Outdoor Recreation, Revenue Growth, Tariff mitigation, value opportunity
Jul 23, 2026Fund LettersZenoDHR Danaher Corporation Diagnostics & ResearchHealth Care Equipment Bull New York Stock ExchangeAging Population, biologics, Bioprocessing, biotechnology, cash conversion, Chromatography, Danaher Business System, diagnostics, Drug Discovery, Equity, Healthcare Equipment, high margins, life sciences, Market Power, Molecular Diagnostics, Operational Improvement, Razor Razorblade Model, recurring revenue, secular growth, switching costs, Value
Jul 23, 2026Fund LettersBrandes Small Cap Value FundCPB The Campbell's Company Packaged FoodsPackaged Foods & Meats Bull New York Stock Exchangebrand portfolio, consumer staples, defensive, Equity, M&A risk, Margin recovery, North America, Packaged Foods, turnaround, Value
Jul 23, 2026Fund LettersBrandes International Equity FundNTES NetEase Electronic Gaming & MultimediaInteractive Home Entertainment Bull NASDAQChina, education technology, entertainment, Equity, franchise, Gaming, Music streaming, net cash, Online Games, technology, Value, Video games
Jul 23, 2026Fund LettersBrandes International Equity FundKRYAY Kerry Group Packaged FoodsPackaged Foods & Meats Bull -B2b, Clean Label, Emerging markets, Equity, Food Ingredients, Foodservice, Functional Ingredients, Ireland, Nutrition, Specialty Ingredients, Taste Solutions, turnaround, Value
Jul 23, 2026Fund LettersLangdon Canadian Smaller Companies- A&W Food Services of Canada Inc. OtherRestaurants Bull Toronto Stock ExchangeBrand Reinvestment, Canada, Consumer Brand, Corporate culture, Digital Capabilities, Franchisor, Long-term compounder, market inefficiency, Quick Service Restaurant, System Sales Growth
Jul 23, 2026Fund LettersCrossingBridge AdvisorsEVOK.L Evoke plc (888 Acquisitions Ltd.) GamblingCasinos & Gaming Bull London Stock ExchangeEurope, Event-driven, Gaming, high yield, M&A, Online betting, Senior secured, SOFR Floating Rate, turnaround, UK
Jul 23, 2026Fund LettersCrossingBridge AdvisorsSAVE Spirit Airlines OtherAirlines Bull New York Stock ExchangeAircraft Financing, Airlines, Bankruptcy, Distressed Credit, EETC, investment grade, Liquidation, Overcollateralized, Section 1110, Special situations
Jul 23, 2026Fund LettersCrossingBridge AdvisorsWBD Warner Bros. Discovery EntertainmentMovies & Entertainment Bull NASDAQBBB-, Change of Control, entertainment, Event-driven, First Lien Term Loan, investment grade, media, Merger Arbitrage, SOFR Floating Rate, Streaming
Jul 23, 2026Fund LettersCrossingBridge AdvisorsORCL Oracle Corporation Software - InfrastructureSystems Software Bull New York Stock ExchangeAI investment, BBB-, cloud infrastructure, Free Cash Flow, investment grade, recurring revenue, SaaS, Senior Unsecured Bond, Software, technology
Jul 23, 2026Fund LettersCrossingBridge Advisors- PolarDC Finance (Athomstart Invest AS) OtherSpecialized REITs Bull -AI infrastructure, data center, EURIBOR Floating Rate, investment grade, Nordic Credit, Norway, Real Estate, renewable energy, Senior Secured Bond
Jul 23, 2026Fund LettersPlatinum International Brands FundZTS Zoetis Inc Drug Manufacturers - Specialty & GenericPharmaceuticals Bear New York Stock ExchangeAnimal Health, Competitive pressure, execution risk, Livestock, Pet Care, pharmaceuticals, Product Launch Failure, turnaround, US, Veterinary Medicine

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