Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 15, 2026Fund LettersAriel Small Cap Value StrategySPHR Sphere Entertainment Co. EntertainmentMovies & Entertainment Bull New York Stock ExchangeAbu Dhabi, Concert Residencies, Experiential Entertainment, growth, Immersive Entertainment, international expansion, Las Vegas, Live entertainment, margin expansion, operating leverage, platform expansion, Venue Operator
Jul 15, 2026Fund LettersAriel Small Cap Value StrategyKN Knowles Corporation Electronic ComponentsElectronic Components Bull New York Stock ExchangeAudio Components, capital return, Electronic Components, growth, market leadership, Medtech, Mems, Microphones, Niche markets, Precision Devices, share repurchases, Speakers, Specialty Audio
Jul 15, 2026Fund LettersAriel Small Cap Value StrategyLIND Lindblad Expeditions Holdings, Inc. Travel ServicesHotels, Resorts & Cruise Lines Bull NASDAQAdventure Travel, Cruise lines, Disney Partnership, Expedition Cruises, growth, hospitality, Land Experiences, Luxury Travel, multiple expansion, National Geographic, Pricing power, Record Occupancy, Tourism
Jul 15, 2026Fund LettersRS Large Cap Val StrategyMKTX MarketAxess Holdings Inc Capital MarketsFinancial Exchanges & Data Bull NASDAQElectronic Trading Platform, Financial Exchanges, Fintech, fixed income, Market Share Leader, new management, Structural Growth, Value
Jul 15, 2026Fund LettersRS Large Cap Val StrategyCVS CVS Health Healthcare PlansHealth Care Services Bull New York Stock ExchangeHealth Care Services, health insurance, Margin recovery, Medicare Advantage, Pharmacy Benefits Management, ROIC Improvement, turnaround, Value
Jul 15, 2026Fund LettersAriel FundRLI RLI Corp. Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock ExchangeCasualty, Equity, Insurance Cycles, Long-term Orientation, Niche markets, Property & Casualty, specialty insurance, underwriting discipline, Underwriting Profits
Jul 15, 2026Fund LettersAriel FundHAE Haemonetics Corporation Medical DevicesHealth Care Equipment Bull New York Stock ExchangeApheresis, Blood Management, Critical Care, Demographics, Equity, Healthcare Equipment, Hematology, Medical devices, Plasma Collection
Jul 15, 2026Fund LettersAriel FundCG Carlyle Group Asset ManagementAsset Management & Custody Banks Bull NASDAQAlternative Asset Manager, Deployment, Dry powder, Equity, Fee Related Earnings, Fundraising, Private Credit, private equity, Realizations
Jul 15, 2026Fund LettersAriel FundPBH Prestige Consumer Healthcare Drug Manufacturers - Specialty & GenericPersonal Care Products Bull New York Stock Exchangebrand portfolio, Consumer healthcare, debt paydown, Equity, Eye Care, manufacturing, Over-the-counter, portfolio expansion, strategic acquisitions
Jul 15, 2026Fund LettersAriel FundCLB Core Laboratories Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock Exchangecapital return, Cyclical, Energy Services, Equity, global footprint, Middle East, oilfield services, Reservoir optimization, Specialized Services
Jul 15, 2026Fund LettersAriel FundSPHR Sphere Entertainment Co. EntertainmentEntertainment Bull New York Stock ExchangeConcert Residencies, Equity, global expansion, Immersive Technology, Live entertainment, margin expansion, Media Technology, operating leverage, Venue Operations
Jul 15, 2026Fund LettersAriel FundLESL Leslie's Inc. Specialty RetailSpecialty Stores Bull NASDAQdirect-to-consumer, Equity, inventory management, margin expansion, Operational Turnaround, Pool care, seasonal business, Spa Care, Specialty retail
Jul 15, 2026Fund LettersAriel FundMSGE Madison Square Garden Entertainment EntertainmentEntertainment Bull New York Stock Exchangeadvertising, Asset backed, Concerts, Equity, Iconic Venues, Live entertainment, Pricing power, Real Estate, Sponsorship
Jul 15, 2026Fund LettersDeep Sail Capital PartnersCLS Celestica Inc. Electronic ComponentsElectronic Manufacturing Services Bull New York Stock ExchangeAI infrastructure, Co-Packaged Optics, data centers, Electronic Manufacturing Services, Equity, GARP, growth, Hardware Integration, hyperscalers, margin expansion, networking equipment
Jul 15, 2026Fund LettersTitan WealthKLAC KLA Corporation Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQAdvanced Packaging, AI infrastructure, Capital Expenditure Cycle, high barriers to entry, market leader, process control, Reshoring, semiconductor equipment, technology, Yield Management
Jul 15, 2026Fund LettersAriel Focus FundXRAY Dentsply Sirona Medical Instruments & SuppliesHealth Care Equipment Bull NASDAQdebt paydown, Dental Equipment, Emerging markets, Healthcare Equipment, M&A, Margin Improvement, product development, turnaround
Jul 15, 2026Fund LettersAriel Focus FundGold Barrick Gold Corporation Capital MarketsGold Bull New York Stock ExchangeCopper, dividends, gold mining, IPO, materials, Precious Metals, Share Buybacks, spin-off
Jul 15, 2026Fund LettersAriel Focus FundPBH Prestige Consumer Healthcare Drug Manufacturers - Specialty & GenericPersonal Products Bull New York Stock ExchangeConsumer healthcare, consumer staples, debt paydown, Eye Care, M&A, manufacturing, OTC Products, portfolio expansion
Jul 15, 2026Fund LettersAriel Focus FundAPA APA Corporation Oil & Gas E&POil & Gas Exploration & Production Bull NASDAQcapital allocation, Commodities, deleveraging, energy, Exploration & Production, Free Cash Flow, Oil & Gas, Suriname
Jul 15, 2026Fund LettersAriel Focus FundPHIN PHINIA, Inc. Auto PartsAuto Parts & Equipment Bull New York Stock ExchangeAerospace, aftermarket, Alternative Fuels, Defense, diversification, Electrical Systems, Free Cash Flow, Fuel Systems, Manufacturer

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