Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersHeartland Mid Cap Value FundTDY Teledyne Technologies, Inc. Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEAerospace, defense electronics, high barriers to entry, Instrumentation, Machine vision, Quality Value, secular growth, Sensing Technologies
Mar 31, 2025Fund LettersHeartland Value Plus FundGTES Gates Industrial Corporation plc IndustrialsIndustrial Machinery Bull NYSEAll-weather, Auto Replacement Parts, balance sheet, Cyclical, industrial machinery, Margin Improvement, Self Help, Share Buybacks, Value
Mar 31, 2025Fund LettersHeartland Value Plus FundFCFS FirstCash Holdings Inc. FinancialsConsumer Finance Bull NASDAQCollateral, consumer finance, Counter-cyclical, Credit risk, defensive, Dividend Growth, Pawn Shops, Share Buybacks, Value
Mar 31, 2025Fund LettersHeartland Value Plus FundTHG The Hanover Insurance Group, Inc. FinancialsProperty & Casualty Insurance Bull NYSECatastrophic Losses, combined ratio, Dividend Growth, investment portfolio, Property & Casualty Insurance, risk management, turnaround, Value
Mar 31, 2025Fund LettersOakmark Fixed IncomePODD Insulet Corporation Health CareHealth Care Equipment Bull NASDAQBond, capital structure, Credit, Diabetes, Free Cash Flow, healthcare, high yield, Insulin delivery, Medical devices
Mar 31, 2025Fund LettersDesert Lion CapitalSDO.JO Stadio Holdings Limited Consumer DiscretionaryEducation Services Bull Johannesburg Stock Exchangeasset-light, Education Services, Emerging markets, For-Profit Education, growth, Higher Education, operating leverage, Private education, ROE Expansion, South Africa
Mar 31, 2025Fund LettersClearBridge Investments Dividend StrategyTEL TE Connectivity Ltd Information TechnologyElectronic Components Bull NYSEautomotive, Connectors, Cyclical, data centers, Diversified End Markets, Electronic Components, Industrial, Medical devices
Mar 31, 2025Fund LettersClearBridge Investments Dividend StrategyITX.MC Industria de Diseno Textil SA Consumer DiscretionarySpecialty Retail Bull Madrid Stock Exchangecash position, Consumer Discretionary, dividend policy, Fast-fashion, Global Retail, quality compounder, Specialty retail, Strong Margins
Mar 31, 2025Fund LettersLakehouse Global Growth FundTW Tradeweb Markets FinancialsCapital Markets Bull NASDAQCredit markets, Electronic Trading, Electronification, fixed income, Government Bonds, market share, Portfolio Trading, Trading Protocols
Mar 31, 2025Fund LettersLakehouse Global Growth FundSE Sea Limited Communication ServicesInteractive Media & Services Bull NYSEDigital Entertainment, e-commerce, Fintech, Gmv Growth, marketplace, Pricing power, Southeast Asia, Take rate
Mar 31, 2025Fund LettersLakehouse Small Companies FundRUL.AX RPM Global Holdings Information TechnologyApplication Software Bull ASXcapital allocation, divestiture, Enterprise software, founder-led, M&A Target, Mining Software, Mining Technology, Share Buybacks
Mar 31, 2025Fund LettersLakehouse Small Companies FundNAN.AX Nanosonics Health CareHealth Care Equipment Bull ASXBiofilm, Consumables, Endoscopes, FDA approval, healthcare, Hospital Equipment, Infection Prevention, Medical devices
Mar 31, 2025Fund LettersLakehouse Small Companies FundCAT.AX Catapult Group International Information TechnologyTechnology Hardware, Storage & Peripherals Bull ASXanalytics, Geographic Expansion, growth, market leader, profitability inflection, SaaS, Sports Technology, Wearables
Mar 31, 2025Fund LettersLakehouse Small Companies FundPNI.AX Pinnacle Investment Management FinancialsAsset Management & Custody Banks Bull ASXalternative assets, asset management, Australia, capital allocation, Debt Funds, Diversified Financials, Korea Investment, Private Credit
Mar 31, 2025Fund LettersLakehouse Small Companies FundFCL.AX FINEOS Corporation Information TechnologyApplication Software Bull ASXEnterprise software, founder-led, health insurance, Insurance-software, Ireland, life insurance, SaaS, subscription revenue, turnaround
Mar 31, 2025Fund LettersHeartland Value FundNGD.TO New Gold Inc. MaterialsGold Neutral TSXCanadian Miner, Copper-Gold, Cost Reduction, Free Cash Flow, gold mining, Hard assets, profit-taking, Valuation Discipline
Mar 31, 2025Fund LettersHeartland Value FundPCH PotlatchDeltic Corporation Real EstateSpecialized REITs Bull NASDAQDomestic Manufacturing, Housing supply, Lumber, Southern Yellow Pine, Tariff Beneficiary, Timber REIT, trade policy, Wood Products
Mar 31, 2025Fund LettersHeartland Value FundCMCO Columbus McKinnon Corp. IndustrialsIndustrial Machinery Bull NASDAQacquisition, industrial machinery, insider buying, Leverage reduction, manufacturing, margin expansion, Materials Handling, turnaround
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, Computing Intensity, DeepSeek, generative AI, GPUs, hyperscalers, Jevons Paradox, large language models, Reasoning Capabilities
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI Edge Devices, Apple Intelligence, China competition, Device Ecosystem, Ecosystem, iPhone, Premium Brand, recurring revenue, services revenue

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