Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersMairs & Power - Small Cap FundTREX Trex Company, Inc. MaterialsBuilding Products Bull NYSEBrand, Building Products, Composite, Decking, Equity, Housing, Recycled Materials, Secular Shift
Sep 30, 2025Fund LettersMairs & Power - Small Cap FundPATK Patrick Industries Consumer DiscretionaryLeisure Products Bull NASDAQComponents, construction, Equity, Housing, Manufacturer, Marine, materials, Outsourcing, RV
Sep 30, 2025Fund LettersBrandes Small Cap Value FundGLOB Globant SA Information TechnologyIT Services Bull NYSEAI, cloud, Cyclical, Digital transformation, growth, High Margin Services, IT services, Latin America, Value
Sep 30, 2025Fund LettersBrandes Small Cap Value FundPBH Prestige Consumer Healthcare Inc Health CarePharmaceuticals Bull NYSEBrand Builder, Consumer healthcare, defensive, M&A, market leadership, OTC Pharmaceuticals, share repurchases, Value
Sep 30, 2025Fund LettersCarillon Eagle Growth & Income FundLRCX Lam Research Corporation Information TechnologySemiconductor Equipment Bull NASDAQAi Memory, bookings growth, Capital equipment, manufacturing, semiconductor equipment, technology hardware
Sep 30, 2025Fund LettersCarillon Eagle Growth & Income FundABBV AbbVie Inc. Health CarePharmaceuticals Bull NYSEBiotech, growth, healthcare, Legal Settlement, patent protection, pharmaceuticals
Sep 30, 2025Fund LettersCarillon Eagle Growth & Income FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI Computing, AI infrastructure, customer wins, growth, semiconductors, technology hardware
Sep 30, 2025Fund LettersCarillon Eagle Growth & Income FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI infrastructure, cloud infrastructure, Contract Signings, Enterprise software, growth, SaaS
Sep 30, 2025Fund LettersCarillon Eagle Growth & Income FundGLW Corning Inc. Information TechnologyElectronic Components Bull NYSEAI infrastructure, Fiber Optics, growth, semiconductors, Technology Components, telecommunications
Sep 30, 2025Fund LettersHarris Associates Concentrated StrategyCRM Salesforce Inc Information TechnologyApplication Software Bull NYSEAgentforce, AI, CRM, Data Cloud, Enterprise software, SaaS, Sales Organization, share repurchases
Sep 30, 2025Fund LettersHarris Associates Concentrated StrategyMOH Molina Healthcare Inc Health CareManaged Health Care Bull NYSEcontrarian, Cost Pressure, Earnings-recovery, healthcare, managed care, Medicaid, Temporary Headwinds, Value
Sep 30, 2025Fund LettersHarris Associates Concentrated StrategyKDP Keurig Dr Pepper Inc Consumer StaplesSoft Drinks Bull NASDAQBeverages, Coffee, deleveraging, M&A, Soft Drinks, spin-off, Sum-of-the-Parts, value unlock
Sep 30, 2025Fund LettersHarris Associates Concentrated StrategyIQV IQVIA Holdings Inc Health CareLife Sciences Tools & Services Bull NYSEanalytics, Clinical research, life sciences, market share, Next-gen Trends, Pharma services, R&D Solutions, technology
Sep 30, 2025Fund LettersHarris Associates Concentrated StrategyGOOGL Alphabet Inc Class A Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, antitrust, Cloud computing, search engine, Sum-of-the-Parts, technology, undervalued
Sep 30, 2025Fund LettersHarris Associates Concentrated StrategyWBD Warner Bros Discovery Communication ServicesMovies & Entertainment Bull NASDAQcontent library, Cost synergies, Distribution Deals, entertainment, M&A Target, media, Streaming, Value
Sep 30, 2025Fund LettersHeartland Value Plus FundPBH Prestige Consumer Healthcare Consumer StaplesPersonal Products Bull NYSEacquisition, Clear Eyes, Consumer brands, Dramamine, Eye Care, Inventory Restocking, multiple expansion, OTC Healthcare, supply chain, vertical integration
Sep 30, 2025Fund LettersHeartland Value Plus FundMTRN Materion Corp. MaterialsSpecialty Chemicals Bull NYSEadvanced materials, Beryllium, high-margin, portfolio optimization, Record Margins, semiconductors, Specialty-Metals, Technology Applications, vertically integrated
Sep 30, 2025Fund LettersHeartland Value Plus FundPHIN Phinia Inc. Consumer DiscretionaryAuto Parts & Equipment Bull NYSEAerospace, aftermarket, Auto parts, deleveraging, Fuel Systems, hybrid vehicles, insider buying, market share gains, Oem, Off-highway, oligopoly, Share Buybacks, spin-off
Sep 30, 2025Fund LettersHeartland Value Plus FundBRC Brady Corp. IndustrialsIndustrial Machinery Bull NYSEAerospace, data center, Dividend Growth, ID Solutions, Industrial Printers, Labels, restructuring, Share Buybacks, Tuck-in Acquisitions, Wire Marking, Workplace Safety
Sep 30, 2025Fund LettersMiller Howard Investments Income-Equity StrategiesHRL Hormel Foods Corporation Consumer StaplesFood Products Bull NYSEbrand recognition, consumer staples, defensive, Dietary Trends, Equity, Food Products, grocery, Protein

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: