Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersAriel Focus FundAPA APA Corporation EnergyOil & Gas Exploration & Production Bull NASDAQCallon Assets, debt reduction, E&P, energy, Exploration & Production, Free Cash Flow, Oil & Gas, Permian Basin
Jun 30, 2025Fund LettersAriel Focus FundSJM J.M. Smucker Co. Consumer StaplesPackaged Foods & Meats Bull NYSEbrand portfolio, Coffee, consumer staples, CPG, Food Brands, Hostess, Packaged Foods, Uncrustables
Jun 30, 2025Fund LettersAriel Focus FundREZI Resideo Technologies, Inc. IndustrialsBuilding Products Bull NYSEBuilding Products, connected devices, Home automation, IoT, Residential, Security Systems, Smart home, thermal solutions
Jun 30, 2025Fund LettersAriel Focus FundMOS Mosaic Co. MaterialsFertilizers & Agricultural Chemicals Bull NYSEagriculture, Commodities, Crop Nutrients, Fertilizers, materials, Phosphate, Potash, tariffs
Jun 30, 2025Fund LettersAriel Focus FundORCL Oracle Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, cloud infrastructure, Database Software, Enterprise software, generative AI, SaaS, technology
Jun 30, 2025Fund LettersSouthernSun SMID CapMSA MSA Safety, Inc. IndustrialsMachinery Bull NYSEConnected Technology, Fall Protection, Firefighter Equipment, Gas Detection, Industrial Safety, M&A Opportunities, recurring revenue, Safety Equipment, SCBA
Jun 30, 2025Fund LettersSouthernSun SMID CapSAM The Boston Beer Company, Inc. Consumer StaplesBeverages Bull NASDAQAlcohol Beverages, Beyond Beer, brand portfolio, craft beer, Hard Seltzer, Innovation Pipeline, margin expansion, Twisted Tea
Jun 30, 2025Fund LettersSouthernSun SMID CapWSO Watsco, Inc. IndustrialsTrading Companies & Distributors Bull NYSEA2L refrigerants, Acquisitions, Air Conditioning, Distribution, HVAC Distribution, market consolidation, Refrigeration, Residential Replacement
Jun 30, 2025Fund LettersSouthernSun SMID CapBOOT Boot Barn Holdings, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEConsumer Discretionary, Proprietary Brands, Retail Growth, same-store sales, Specialty retail, store expansion, supply chain, Western Wear
Jun 30, 2025Fund LettersSouthernSun SMID CapAPG APi Group Corporation IndustrialsCommercial Services & Supplies Bull NYSECommercial Services, Elevator Services, Fire Safety, inspection services, Life Safety, recurring revenue, Safety Equipment, security services
Jun 30, 2025Fund LettersHarbor Mid Cap Value FundMCK McKesson Corporation Health CareHealth Care Distributors Bear NYSEDistribution, exit strategy, Health Care, pharmaceuticals, Price momentum, Share Buybacks, valuation
Jun 30, 2025Fund LettersHarbor Mid Cap Value FundADT ADT Inc Consumer DiscretionaryHousehold Durables Bull NYSEConsumer Discretionary, dividend, Quantitative Screening, Residential Services, security services, Smart home, Value
Jun 30, 2025Fund LettersKovitz Core EquityFND Floor & Decor Holdings Inc Specialty RetailHome Improvement Retail Bull NYSECyclical, Flooring, home improvement, professional services, retail, supply chain
Jun 30, 2025Fund LettersKovitz Core EquityADI Analog Devices Inc Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAnalog, automotive, engineering, Industrial, semiconductors, technology, Value
Jun 30, 2025Fund LettersKovitz Core EquityTMO Thermo Fisher Scientific Inc Life Sciences Tools & ServicesLife Sciences Tools & Services Bull NYSEbiotechnology, healthcare, life sciences, pharmaceuticals, Research Tools, Value
Jun 30, 2025Fund LettersKovitz Core EquityFI Fiserv Inc Financial ServicesData Processing & Outsourced Services Bull NASDAQfinancial services, Fintech, growth, payment processing, SaaS, Value
Jun 30, 2025Fund LettersKovitz Core EquityBDX Becton Dickinson and Company Health Care Equipment & SuppliesHealth Care Equipment Bull NYSEdefensive, Demographics, healthcare, Medical devices, recurring revenue, Value
Jun 30, 2025Fund LettersKovitz Core EquityMETA Meta Platforms Inc Interactive Media & ServicesInteractive Media & Services Bull NASDAQAI, digital advertising, e-commerce, growth, social media, technology
Jun 30, 2025Fund LettersKovitz Core EquityMSFT Microsoft Corporation SoftwareSystems Software Bull NASDAQAzure, cloud infrastructure, Enterprise software, growth, SaaS, technology
Jun 30, 2025Fund LettersKovitz Core EquityORCL Oracle Corporation SoftwareSystems Software Bull NASDAQcloud infrastructure, Database, Enterprise software, growth, SaaS, technology

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: