Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersOakmark Global FundKDP Keurig Dr Pepper Inc. Consumer StaplesBeverages Bull NASDAQBeverages, brand portfolio, distribution network, Household Penetration, market share, North America, Single-serve Coffee, Soft Drinks
Jun 30, 2025Fund LettersOakmark Global FundBNP.PA BNP Paribas SA FinancialsBanks Bull Euronext ParisAcquisitions, Deposit Franchise, Diversified Banking, European Bank, france, Global Banking, Interest rates, operating leverage
Jun 30, 2025Fund LettersOakmark Global FundBMW.DE Bayerische Motoren Werke AG Consumer DiscretionaryAutomobiles Bull XETRABrand Equity, China, Electric Vehicles, Germany, Localization, Luxury Cars, Neue Klasse, Premium Automobiles, tariffs
Jun 30, 2025Fund LettersOakmark Global FundAHT.L Ashtead Group plc IndustrialsTrading Companies & Distributors Bull London Stock ExchangeConstruction Equipment, Equipment Rental, market share, North America, oligopoly, Reshoring, tariffs, UK, value creation
Jun 30, 2025Fund LettersOakmark Global FundADS.DE adidas AG Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull XETRAApparel, Athletic Footwear, Brand, Distribution, Germany, margin expansion, Sportswear, tariffs, turnaround
Jun 30, 2025Fund LettersOakmark Global FundBDX Becton, Dickinson and Company Health CareHealth Care Equipment Bull NYSEChina, Healthcare Equipment, innovation, manufacturing, Margins, Medical devices, operational improvements, pharmaceuticals
Jun 30, 2025Fund LettersOakmark Global FundDSV.CO DSV A/S IndustrialsAir Freight & Logistics Bull Copenhagen Stock Exchangeacquisition, Air Freight, Asset-lite, Denmark, Freight Forwarding, growth, Logistics, Sea Freight, synergies
Jun 30, 2025Fund LettersOakmark International Fund6273.T SMC Corporation IndustrialsIndustrial Machinery Bull Tokyo Stock Exchangecapital expenditure, Cyclical Recovery, Factory Automation, Free Cash Flow, Industrial automation, Japan, market leader, Pneumatic Equipment
Jun 30, 2025Fund LettersOakmark International FundASR.AS ASR Nederland FinancialsInsurance Bull Euronext AmsterdamAcquisition Synergies, cash generation, consolidation, Insurance, life insurance, Netherlands, Regulatory Reform, shareholder returns
Jun 30, 2025Fund LettersOakmark International FundASML ASML Holding Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data centers, EUV lithography, Monopoly, Netherlands, recurring revenue, semiconductor equipment, technology
Jun 30, 2025Fund LettersOakmark FundZBH Zimmer Biomet Health CareHealth Care Equipment & Supplies Bull NYSEAging Population, brand loyalty, Demographics, healthcare, innovation, Medical devices, Orthopedics, Pure-Play, robotics
Jun 30, 2025Fund LettersOakmark FundCRM Salesforce Information TechnologySoftware Bull NYSEAI, CRM, enterprise, Margins, productivity, Put Writing, SaaS, Software, transformation
Jun 30, 2025Fund LettersOakmark FundNKE Nike Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEApparel, Athletic Footwear, Brand, CEO, discount, Distribution, innovation, Margins, turnaround
Jun 30, 2025Fund LettersOakmark FundAMZN Amazon Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI, AWS, Cloud computing, e-commerce, growth, Moat, network effects, retail, technology
Jun 30, 2025Fund LettersOakmark Fund- International Small Cap9962.T Misumi Group IndustrialsIndustrial Machinery Bull Tokyo Stock ExchangeDistribution, Factory Automation, Industrial Supplies, Japan, manufacturing, market share, supply chain
Jun 30, 2025Fund LettersOakmark Fund- International Small CapJEN.DE Jenoptik Information TechnologyElectronic Equipment & Instruments Bull XETRAASML, Germany, Lithography, Optics, Photonics, semiconductors, Technology equipment
Jun 30, 2025Fund LettersOakmark Fund- International Small CapBAKKA.OL Bakkafrost Consumer StaplesPackaged Foods & Meats Bull Oslo Stock ExchangeAquaculture, Cyclical, Faroe Islands, Nordic, premium pricing, Salmon Farming, vertical integration
Jun 30, 2025Fund LettersOakmark Fund- International Small CapALI.PS Ayala Land Real EstateReal Estate Development Bull Philippine Stock ExchangeBook Value, Emerging markets, land development, Philippines, Real Estate, ROE, ROIC
Jun 30, 2025Fund LettersOakmark Fund- International Small CapAMP.MI Amplifon Health CareHealth Care Supplies Bull Borsa ItalianaAging Population, Demographics, Health Care, Hearing Aids, Italy, market leader, retail
Jun 30, 2025Fund LettersOakmark Fund- International Small CapTMV.DE TeamViewer Information TechnologyApplication Software Bull XETRAacquisition, Application Software, Enterprise software, Germany, Remote Connectivity, SaaS, valuation

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