Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 15, 2026Fund LettersAriel Focus FundMSGE Madison Square Garden Entertainment EntertainmentMovies & Entertainment Bull New York Stock Exchangeadvertising, Asset backed, barriers to entry, cash flow, Concerts, Live entertainment, Pricing power, Sponsorship, Venues
Jul 15, 2026Fund LettersAriel Focus FundAMG Affiliated Managers Group, Inc. Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, asset management, capital allocation, liquid alternatives, Multi-Asset Strategies, partnership model, Private markets, share repurchases
Jul 15, 2026Fund LettersFairlight Global Small & Mid Cap FundHLMA.L Halma ConglomeratesIndustrial Machinery & Supplies & Components Bull London Stock Exchangecapital discipline, compounder, Data center infrastructure, environmental monitoring, Equity, Europe, Healthcare Technology, high-ROIC, Industrials, M&A strategy, Optical Switches, Photonics, Safety Equipment, UK
Jul 15, 2026Fund LettersAriel Appreciation FundRCL Royal Caribbean Group Travel ServicesHotels, Resorts & Cruise Lines Bull New York Stock Exchangebarriers to entry, consumer resilience, Cruise lines, Global Capacity, growth, operational excellence, scale advantage, Travel & Leisure
Jul 15, 2026Fund LettersAriel Appreciation FundPGR Progressive Corporation Insurance - Property & CasualtyProperty & Casualty Insurance Bull New York Stock ExchangeAuto Insurance, compounder, Insurance Float, market share gains, Pricing Analytics, Property & Casualty, technology, underwriting
Jul 15, 2026Fund LettersAriel Appreciation FundMAS Masco Corporation Building Products & EquipmentBuilding Products Bull New York Stock Exchangebrand portfolio, Building Products, Distribution, Home Depot, home improvement, margin expansion, Paint, Plumbing Fixtures
Jul 15, 2026Fund LettersAriel Appreciation FundHLI Houlihan Lokey Inc. Capital MarketsInvestment Banking & Brokerage Bull New York Stock ExchangeClient Relationships, countercyclical, Diversified, Financial advisory, investment banking, M&A Advisory, Middle Market, restructuring
Jul 15, 2026Fund LettersAriel Appreciation FundHAE Haemonetics Corporation Medical DevicesHealth Care Equipment Bull New York Stock ExchangeApheresis, Blood Management, Critical Care, Demographics, Healthcare Equipment, Hematology, Medical devices, Plasma Collection
Jul 15, 2026Fund LettersAriel Appreciation FundSLB SLB Limited Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock Exchangecapital returns, Cyclical Recovery, energy diversification, geopolitical, global scale, market leader, oilfield services, strong balance sheet
Jul 15, 2026Fund LettersAriel Appreciation FundPBH Prestige Consumer Healthcare Drug Manufacturers - Specialty & GenericPersonal Products Bull New York Stock ExchangeConsumer healthcare, debt paydown, Eye Care, manufacturing, OTC Products, portfolio expansion, strategic acquisitions, turnaround
Jul 15, 2026Fund LettersAriel Appreciation FundCLB Core Laboratories Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock ExchangeCyclical, dividends, Energy Development, geopolitical risk, global footprint, Oil Services, share repurchases, Specialized Services
Jul 15, 2026Fund LettersAriel Appreciation FundMSGE Madison Square Garden Entertainment EntertainmentEntertainment Bull New York Stock Exchangeadvertising, Asset backed, barriers to entry, Concerts, Iconic Venues, Live entertainment, Pricing power, Sponsorship
Jul 15, 2026Fund LettersAriel Appreciation FundGNRC Generac Holdings Specialty Industrial MachineryElectrical Components & Equipment Bull New York Stock Exchangebackup power, Commercial Industrial, critical infrastructure, data centers, hyperscaler, Mission-Critical, operating leverage, Power generation
Jul 15, 2026Fund LettersAriel Appreciation FundKN Knowles Corporation Electronic ComponentsElectronic Components Bull New York Stock ExchangeAudio Technology, Electronic Components, Medtech, Niche markets, Operational Execution, Precision Devices, share repurchases, Specialty Audio
Jul 15, 2026Fund LettersRiverwater Micro Opportunities StrategyLWAY Lifeway Foods Packaged FoodsPackaged Foods & Meats Bull NASDAQcapacity expansion, consumer staples, Distribution growth, gut health, health and wellness, Kefir, margin expansion, Packaged Foods, Probiotics
Jul 15, 2026Fund LettersRiverwater Micro Opportunities StrategyLXU LSB Industries ChemicalsFertilizers & Agricultural Chemicals Bull New York Stock Exchangeagricultural chemicals, Cyclical, Fertilizers, Free Cash Flow, materials, Middle East, Nitrogen Products, Supply Disruption
Jul 15, 2026Fund LettersRiverwater Micro Opportunities StrategyRDVT Red Violet Software - ApplicationApplication Software Bull NASDAQAI integration, Data Analytics, Founder-Driven, Fraud prevention, Identity Intelligence, market share gains, Profitable Software, SaaS
Jul 15, 2026Fund LettersRiverwater Micro Opportunities StrategyMEC Mayville Engineering Company Metal FabricationIndustrial Machinery & Supplies & Components Bull New York Stock Exchangeagriculture, Data center infrastructure, Domestic Manufacturing, Industrials, manufacturing, Metal Fabrication, Military, Trucking
Jul 15, 2026Fund LettersDodge & Cox Stock FundKKR KKR & Co. Inc. Asset ManagementAsset Management & Custody Banks Bull New York Stock Exchangealternative assets, asset management, Diversified, Equity, financials, Management alignment, Private Credit, private equity, Real assets, Value
Jul 15, 2026Fund LettersDodge & Cox Stock FundTMO Thermo Fisher Scientific Inc. Diagnostics & ResearchLife Sciences Tools & Services Bull New York Stock ExchangeCyclical, Equity, healthcare, Inventory Destocking, Laboratory Products, life sciences, M&A, post-COVID, recurring revenue, scientific instruments, Value

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