Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Apr 18, 2026Fund LettersLongleaf Partners Global FundDHER.DE Delivery Hero SE Internet RetailInternet & Direct Marketing Retail Bull -Activist Shareholders, asset sales, e-commerce, food delivery, Germany, GMV Multiple, platform, strategic review
Apr 18, 2026Fund LettersLongleaf Partners Global Fund- Canal+ S.A. OtherMedia Bull Euronext Stock ExchangeContent, france, media, MultiChoice, Pay-TV, Streaming, synergies, UEFA Rights
Apr 18, 2026Fund LettersLongleaf Partners Global FundRYN Rayonier Inc. REIT - SpecialtySpecialized REITs Bull New York Stock Exchangeasset sales, inflation hedge, merger, Natural Resources, Real Estate, REIT, share repurchase, timberland
Apr 18, 2026Fund LettersLongleaf Partners Global FundGLB Glanbia plc OtherFood Products Bull London Stock Exchangeconsumer staples, Dairy, divestiture, Food Products, Ireland, Nutrition, portfolio optimization, Strategic Optionality
Apr 18, 2026Fund LettersLongleaf Partners Global FundFDX FedEx Corporation Integrated Freight & LogisticsAir Freight & Logistics Bull New York Stock ExchangeB2b, Freight, Logistics, margin expansion, Network Optimization, Parcels, spinoff, Transportation
Apr 18, 2026Fund LettersMadison Mid Cap FundBSY Bentley Systems Software - ApplicationApplication Software Bull NASDAQAEC industry, AI Enhancement, Civil Engineering, Infrastructure Backlog, infrastructure software, Owner operator, subscription revenue
Apr 18, 2026Fund LettersMadison Mid Cap FundTYL Tyler Technologies Software - ApplicationApplication Software Bull New York Stock ExchangeAI Resilient, Government Technology, Municipal Software, public sector, SaaS, Software Implementation, Technology Modernization
Apr 18, 2026Fund LettersMadison Large Cap FundMETA Meta Platforms Internet Content & InformationInteractive Media & Services Bull NASDAQAI, capital expenditures, digital advertising, platform, social media, User growth, WhatsApp Monetization
Apr 18, 2026Fund LettersMadison Large Cap FundCRM Salesforce.com Software - ApplicationApplication Software Bull New York Stock ExchangeAI, Cloud computing, CRM, Enterprise software, Large Enterprises, SaaS, share repurchase
Apr 18, 2026Fund LettersMadison Small Cap FundSITE SiteOne Landscape Supply Industrial DistributionTrading Companies & Distributors Bull New York Stock Exchangeconsolidation, defensive, Distribution, Fragmented Industry, Landscape Supply, M&A, margin expansion, network effects
Apr 18, 2026Fund LettersMadison Small Cap FundPCOR Procore Technologies Software - ApplicationSoftware Bull New York Stock Exchangeconstruction, Digital transformation, high margins, network effects, recurring revenue, SaaS, Software
Apr 18, 2026Fund LettersMadison Small Cap FundMTDR Matador Resources Company Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock ExchangeDelaware Basin, E&P, energy, Free Cash Flow, midstream, Oil & Gas, Permian, Value
Apr 18, 2026Fund LettersMadison Small Cap FundICUI ICU Medical Medical Instruments & SuppliesHealth Care Equipment Bull NASDAQcash flow, Consumables, defensive, Healthcare Equipment, Infusion Therapy, market share gains, Medical devices
Apr 18, 2026Fund LettersSteyn Capital FR Retail Hedge FundNPN.JO Naspers Internet RetailInteractive Media & Services Bull New York Stock Exchangeasset sales, Buyback program, China, Discount Arbitrage, Holding Company Discount, Internet, technology, Tencent
Apr 18, 2026Fund LettersSteyn Capital FR Retail Hedge FundPRX.AS Prosus Internet RetailInteractive Media & Services Bull Euronext Stock Exchangeasset sales, Buyback program, China, Discount Arbitrage, Holding Company Discount, Internet, technology, Tencent
Apr 18, 2026Fund LettersSteyn Capital FR Retail Hedge FundPAN.JO Pan African Resources GoldGold Bull New York Stock ExchangeAll-in Sustaining Costs, earnings, gold mining, gold prices, Low-cost producer, Production Profile, South Africa
Apr 18, 2026Fund LettersSteyn Capital FR Retail Hedge FundGLEN.L Glencore Other Industrial Metals & MiningDiversified Metals & Mining Bull New York Stock Exchangecoal, Commodities Trading, Diversified Metals, energy, geopolitical, Mining, Trading Business, Volatility
Apr 18, 2026Fund LettersSteyn Capital FR Retail Hedge FundAEG.JO AECI Engineering & ConstructionSpecialty Chemicals Bull New York Stock ExchangeAsset Disposal, cash flow, debt reduction, Explosives, Mining Services, South Africa, specialty chemicals, turnaround

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