Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersParnassus Value Equity FundWTW Willis Towers Watson PLC FinancialsInsurance Brokers Bull NASDAQClient Retention, defensive characteristics, Fee-based Income, global scale, Insurance Broker, leadership changes, Merger Integration, organic growth
Jun 30, 2025Fund LettersParnassus Value Equity FundREGN Regeneron Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQAntibody platform, biotechnology, Dupixent, Intellectual Property, Label expansions, Oncology pipeline, R&D Capabilities, Respiratory treatments
Jun 30, 2025Fund LettersParnassus Value Equity FundLIN Linde plc MaterialsIndustrial Gases Bull NYSEcapital intensity, clean energy, Concentrated market, Cyclical Recovery, Decarbonization, high switching costs, Industrial Gases, Reshoring
Jun 30, 2025Fund LettersParnassus Value Equity FundTMO ThermoFisher Scientific Inc. Health CareLife Sciences Tools & Services Bull NYSEbiologics, biopharma, capital allocation, diversified portfolio, Genetic medicine, Life Sciences Tools, strategic acquisitions
Jun 30, 2025Fund LettersParnassus Value Equity FundWMT Walmart Inc. Consumer StaplesHypermarkets & Super Centers Bull NYSEadvertising revenue, consumer staples, Digital transformation, e-commerce, marketplace services, Omnichannel, retail, Scale Advantages
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapFORA.L Forterra plc MaterialsConstruction Materials Bull London Stock ExchangeBricks, construction materials, Cyclical, duopoly, Import Protection, Structural Undersupply, UK housing, Underearning, Value
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQantitrust, digital advertising, generative AI, innovation, market leader, Regulatory risk, Search, technology
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, digital advertising, diversified revenue, e-commerce, market leader, secular growth, technology platform
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapLFUS Littelfuse Inc. Information TechnologyElectronic Components Bull NASDAQCircuit Protection, Cyclical, Electric Vehicles, Electronic Components, Industrial automation, Mission-Critical, Niche markets, renewable energy, Value
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapISS.CO ISS A/S IndustrialsCommercial Services & Supplies Bull Copenhagen Stock ExchangeCost Pass-through, defensive, Denmark, Facilities Management, Free Cash Flow, global scale, Outsourcing, Share Buybacks
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapARES Ares Management Corp. FinancialsAsset Management & Custody Banks Bull NYSEalternative asset management, Annuity-like Fees, Asset Manager, Counter-cyclical Growth, Locked-up Capital, Private Credit, secular growth, Value
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Bundling Strategy, Cloud computing, high switching costs, market leader, SaaS, Software, technology
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapIQV IQVIA Holdings Inc. Health CareLife Sciences Tools & Services Bull NYSEBiotech, Clinical trials, contract research organization, Cro, drug development, Healthcare Data, market leader, Pharmaceutical Services, Value
Jun 30, 2025Fund LettersVulcan Value Partners - Large CapUNH UnitedHealth Group Inc. Health CareHealth Care Plans Bull NYSEGovernment Policy Risk, health insurance, Healthcare services, Leadership Change, managed care, Medicare Advantage, turnaround, Value
Jun 30, 2025Fund LettersAriel Small Cap Value StrategyZBRA Zebra Technologies Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBar-code Technology, distribution network, Free Cash Flow, innovation, Machine vision, market share gains, Supply Chain Efficiency, Warehouse Robotics
Jun 30, 2025Fund LettersAriel Small Cap Value StrategyWEX WEX, Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEfleet services, Healthcare Benefits, high-margin, Payment Solutions, Payments Outsourcing, recurring revenue, share repurchases, Travel Benefits
Jun 30, 2025Fund LettersAriel Small Cap Value StrategyFAF First American Financial Corporation FinancialsInsurance Bull NYSEhousing market, investment portfolio, Margin Improvement, mortgage origination, operating leverage, Real Estate, Scale Benefits, title insurance
Jun 30, 2025Fund LettersAriel Small Cap Value StrategyCLB Core Laboratories, Inc. EnergyOil, Gas & Consumable Fuels Neutral NYSEdebt reduction, Diagnostic Services, Free Cash Flow, International Growth, Oil Services, Production Enhancement, Reservoir Description, ROIC Improvement
Jun 30, 2025Fund LettersAriel Small Cap Value StrategyREZI Resideo Technologies, Inc. IndustrialsBuilding Products Bull NYSEBuilding Products, connected devices, margin expansion, product innovation, Residential Solutions, Smart home, Snap One Integration, Tariff mitigation
Jun 30, 2025Fund LettersAriel Small Cap Value StrategyLIND Lindblad Expeditions Holdings, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQAdventure Travel, Disney Partnership, European River Cruises, Expedition Cruises, fleet-expansion, Luxury Travel, multiple expansion, National Geographic

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