Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 1, 2025 | Fund Letters | Longleaf Partners Fund | PYPL | PayPal Holdings Inc | Information Technology | IT Services | Bull | NASDAQ | CEO transition, digital payments, Fintech, Growth Optimization, High Quality Business, market overreaction, operational improvements, platform | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Fund | FDX | FedEx Corporation | Industrials | Air Freight & Logistics | Bull | NYSE | cash flow growth, Corporate Separation, European Turnaround, Express Delivery, Freight, Logistics, market share gains, operational efficiency | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Fund | CNX | CNX Resources Corporation | Energy | Oil, Gas & Consumable Fuels | Bull | NYSE | Appalachian Basin, Commodity Exposure, energy, Free Cash Flow, hedging strategy, Low-cost producer, methane capture, natural gas | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Fund | BIO | Bio-Rad Laboratories Inc | Health Care | Life Sciences Tools & Services | Bull | NYSE | capital allocation, diagnostics, government funding, Hidden-Assets, life sciences, net cash, Research Tools, Sartorius Stake | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Fund | RTX | RTX Corporation | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, Contrarian Investment, Defense, Engine Issues, industry tailwinds, Operational Turnaround, share repurchases, Value Realization | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Fund | MAT | Mattel Inc | Consumer Discretionary | Leisure Products | Bull | NASDAQ | brand portfolio, capital allocation, Consumer Discretionary, Gaming, media company, share repurchases, supply chain diversification, Toy Manufacturer | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Fund | IAC | IAC Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | Corporate Restructuring, Digital Holding Company, Interactive Media, Management Transition, portfolio optimization, spin-off, value unlocking | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Fund | ACI | Albertsons Companies Inc | Consumer Staples | Food & Staples Retailing | Bull | NYSE | cash generation, consumer staples, defensive, Grocery Retailer, real estate value, share repurchases, Value Realization | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Small-Cap Fund | PK | Park Hotels & Resorts | Real Estate | Hotel & Resort REITs | Bull | NYSE | financial position, Hotel, REIT, RevPAR Growth, San Francisco, takeover target, Transaction Activity, travel demand | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Small-Cap Fund | CNX | CNX Resources | Energy | Oil & Gas Exploration & Production | Bull | NYSE | Coal Mine Methane, energy, Free Cash Flow, government incentives, hedging strategy, low-cost structure, natural gas | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Small-Cap Fund | SAM | Boston Beer Company | Consumer Staples | Brewers | Bull | NYSE | Alcohol, Beverage, growth drivers, margin pressure, share repurchase, Truly Brand, turnaround | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Small-Cap Fund | PCH | PotlatchDeltic | Real Estate | Specialized REITs | Bull | NASDAQ | Disciplined Management, dividend, Housing, Mill, Tariff Winner, timberland, undervalued | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Small-Cap Fund | GRUMAB.MX | Gruma | Consumer Staples | Packaged Foods & Meats | Bull | BMV | consumer staples, Corn Flour, EBITDA growth, Food Products, market leader, Tortillas, US Business | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Small-Cap Fund | GHC | Graham Holdings | Communication Services | Publishing | Bull | NYSE | defensive, Diversified, Education, healthcare, media, net cash, Value Growth | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Global Fund | GLB | Glanbia plc | Consumer Staples | Food Products | Bull | LSE | 9x PE, Dairy Protein, Irish, Nutrition, Share Buybacks, Sports Nutrition, strategic restructuring, Value | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Global Fund | FDX | FedEx Corporation | Industrials | Air Freight & Logistics | Bull | NYSE | cash flow growth, Corporate Separation, European Turnaround, Express, Freight, Logistics, Tariff Headwinds | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Global Fund | CNX | CNX Resources Corporation | Energy | Oil, Gas & Consumable Fuels | Bull | NYSE | Appalachian Basin, Coal Mine Methane, energy, Free Cash Flow, hedging strategy, Low-cost producer, natural gas | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Global Fund | BIO | Bio-Rad Laboratories Inc | Health Care | Life Sciences Tools & Services | Bull | NYSE | capital allocation, diagnostics, government funding, Hidden-Assets, life sciences, net cash, Post-COVID Normalization | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Global Fund | TIGO | Millicom International Cellular SA | Communication Services | Wireless Telecommunication Services | Bull | NASDAQ | Emerging markets, Free Cash Flow, high dividend yield, Latin America, Single Digit Multiple, telecommunications, Value | Login |
| Apr 1, 2025 | Fund Letters | Longleaf Partners Global Fund | IAC | IAC Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | digital media, holding company, internet services, Management Change, spin-off, value unlock | Login |
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