Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 19, 2026SubstackCoughlin CapitalULH Universal Logistics Holdings TransportationTrucking Bull NASDAQ Stock Marketasset-light model, domestic demand, flatbed trucking, Freight Costs, industrial buildout, industrial transportation, Matthew Moroun, Transportation, Universal Logistics Holdings, valuation
Apr 18, 2026Fund LettersArtisan International Fund0016.HK Sun Hung Kai Properties Ltd Real Estate - DevelopmentReal Estate Management & Development Bull New York Stock Exchangediversified portfolio, Hong Kong, mainland China, market recovery, property development, Real Estate, Transportation Infrastructure
Apr 18, 2026Fund LettersArtisan International Fund5803.T Fujikura Ltd ConglomeratesElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAI infrastructure, Connectivity, data centers, Electronic Equipment, Fiber-Optic Cables, Japan, Pricing power, Supply Constrained
Apr 18, 2026Fund LettersArtisan International Fund- CSG OtherAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, Ammunition, Defense spending, European defense, IPO, opportunity, Supply Chains, Tank Ammunition
Apr 18, 2026Fund LettersArtisan International FundBFF.MI BFF Bank Credit ServicesConsumer Finance Bear Borsa Istanbulconsumer finance, Credit risk, Factoring, Italian Banking, Management Change, Public Entities, Specialty finance
Apr 18, 2026Fund LettersArtisan International FundUBS UBS Group AG Banks - DiversifiedInvestment Banking & Brokerage Neutral Swiss ExchangeCapital Reforms, cost savings, investment banking, Regulatory risk, restructuring, Swiss Banking, wealth management
Apr 18, 2026Fund LettersArtisan International Fund012450.KS Hanwha Aerospace Co Ltd Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, Defense spending, international markets, Land-Based Systems, Order Backlog, South Korea, strategic acquisitions
Apr 18, 2026Fund LettersArtisan International Fund079550.KS LIG Nex1 Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, Anti-Drone, defense electronics, Export Growth, geopolitical, Missiles, Radar Systems, South Korea
Apr 18, 2026Fund LettersArtisan International FundSPIE.PA SPIE Engineering & ConstructionConstruction & Engineering Bull Euronext Stock ExchangeConstruction & Engineering, data centers, Distribution, Electrification, Europe, Industrial automation, Transmission, Value
Apr 18, 2026Fund LettersArtisan International FundNGG National Grid PLC Utilities - Regulated ElectricElectric Utilities Bull New York Stock ExchangeDefensive growth, Electric Utilities, Grid modernization, infrastructure, regulated utility, Transmission, UK, US
Apr 18, 2026Fund LettersArtisan International Fund- LS Electric Co Ltd OtherElectrical Equipment Bull New York Stock ExchangeAI infrastructure, data centers, electrical equipment, Electrification, growth, Power Equipment, South Korea, Transformers
Apr 18, 2026Fund LettersLongleaf Partners Small-Cap FundTRIP TripAdvisor Inc Travel ServicesInteractive Media & Services Neutral NASDAQasset separation, Board Governance, Digital Experiences, Online Travel, strategic options, TheFork, turnaround, Viator
Apr 18, 2026Fund LettersLongleaf Partners Small-Cap FundMAT Mattel Inc LeisureLeisure Products Bull NASDAQbrand portfolio, direct-to-consumer, entertainment, FCF Generation, IP Licensing, Mobile Gaming, share repurchase, Toys
Apr 18, 2026Fund LettersLongleaf Partners Small-Cap FundBECLE Becle SAB de CV OtherDistillers & Vintners Bull NASDAQDistribution Strategy, financial strength, industry consolidation, M&A, Mexico, premium brands, Spirits, tequila
Apr 18, 2026Fund LettersLongleaf Partners Small-Cap FundRYN Rayonier Inc REIT - SpecialtySpecialized REITs Bull New York Stock Exchangeasset sales, balance sheet, inflation hedge, merger, Natural Resources, REITs, share repurchase, timberland
Apr 18, 2026Fund LettersLongleaf Partners Small-Cap FundESRT Empire State Realty Trust REIT - DiversifiedOffice REITs Bull New York Stock Exchangeasset disposition, cash flow growth, Empire State Building, Leasing, Manhattan real estate, Observatory Business, Office REITs
Apr 18, 2026Fund LettersLongleaf Partners Small-Cap FundSHEN Shenandoah Telecommunications Telecom ServicesDiversified Telecommunication Services Bull NASDAQAsset Securitization, capital allocation, FCF inflection, Fiber Optic, infrastructure, Rural Markets, telecommunications
Apr 18, 2026Fund LettersLongleaf Partners Small-Cap FundSAM Boston Beer Company Beverages - BrewersBrewers Bull NASDAQalcoholic beverages, brand portfolio, Brewers, consumer staples, M&A Target, Ready-to-Drink, share repurchase
Apr 18, 2026Fund LettersLongleaf Partners Global FundMAT Mattel, Inc. LeisureLeisure Products Bull NASDAQdirect-to-consumer, entertainment, Intellectual Property, Licensing, Mobile Gaming, Movies, share repurchase, Toys
Apr 18, 2026Fund LettersLongleaf Partners Global FundIEL.AX IDP Education Limited Education & Training ServicesDiversified Consumer Services Bull Australian Securities ExchangeAustralia, Cost Reduction, Education Services, English Testing, Immigration policy, International Students, student placement, Yield Management

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