Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapTPG TPG Inc. FinancialsCapital Markets Bull NASDAQalternative assets, asset management, Equity, fee income, Fundraising, growth, private equity
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapSWK Stanley Black & Decker IndustrialsMachinery Bull NYSEbrands, Cyclical, Equity, Housing, manufacturing, restructuring, Tools, turnaround
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapMEDP Medpace Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, Cro, drug development, Equity, Free Cash Flow, growth, Healthcare services
Mar 31, 2025Fund LettersVulcan Value Partners - All CapSW Sodexo SA Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext Pariscustomer retention, defensive, Facilities Management, family ownership, Food Services, france, Outsourcing
Mar 31, 2025Fund LettersVulcan Value Partners - All CapPRG PROG Holdings Inc. FinancialsConsumer Finance Bull NYSEAlternative Financing, Big Lots, consumer finance, Lease-to-Own, market share, Non-Prime, Retail Partners
Mar 31, 2025Fund LettersVulcan Value Partners - All CapITRN Ituran Location and Control Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrazil, Insurance, Israel, recurring revenue, RF Technology, Subscription, Vehicle Recovery
Mar 31, 2025Fund LettersVulcan Value Partners - All CapISS ISS A/S IndustrialsCommercial Services & Supplies Bull Copenhagen Stock ExchangeCost Pass-through, Denmark, Facilities Management, global scale, Outsourcing, secular growth, share repurchase
Mar 31, 2025Fund LettersVulcan Value Partners - All CapJLL Jones Lang LaSalle Inc. Real EstateReal Estate Management & Development Bull NYSEBrokerage, commercial real estate, Diversified, investment management, property management, Real Estate Services, Variable Cost Structure
Mar 31, 2025Fund LettersVulcan Value Partners - All CapSWKS Skyworks Solutions Inc. Information TechnologySemiconductors & Semiconductor Equipment Bear NASDAQIoT, Market Share Loss, Mobile, RF components, semiconductors, technology, Wireless Infrastructure
Mar 31, 2025Fund LettersVulcan Value Partners - All CapTPG TPG Inc. FinancialsCapital Markets Bull NASDAQalternative assets, asset management, Capital markets, fee income, Fundraising, private equity, Private markets
Mar 31, 2025Fund LettersVulcan Value Partners - All CapSWK Stanley Black & Decker IndustrialsMachinery Bull NYSEbrands, Consumer Discretionary, Cyclical, Housing, Industrial, manufacturing, restructuring, Tools
Mar 31, 2025Fund LettersVulcan Value Partners - All CapMEDP Medpace Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, contract research, Cro, drug development, Free Cash Flow, Healthcare services, life sciences
Mar 31, 2025Fund LettersVulcan Value Partners - FocusSODP.PA Sodexo SA Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext Pariscustomer retention, defensive, Equity, Facilities Management, family ownership, Food Services, france, Outsourcing
Mar 31, 2025Fund LettersVulcan Value Partners - FocusSWKS Skyworks Solutions Inc. Information TechnologySemiconductors & Semiconductor Equipment Bear NASDAQcompetitive moat, Cyclical, Equity, High Barriers, Market Share Loss, Mobile phones, Rf Semiconductors, Wireless Infrastructure
Mar 31, 2025Fund LettersVulcan Value Partners - FocusITRN Ituran Location and Control Ltd. TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrazil, Equity, Free Cash Flow, Insurance, Israel, RF Technology, Subscription, Vehicle Recovery
Mar 31, 2025Fund LettersVulcan Value Partners - FocusISS ISS A/S IndustrialsCommercial Services & Supplies Bull Copenhagen Stock ExchangeCost Pass-through, defensive, Denmark, Equity, Facilities Management, global scale, Outsourcing, shareholder returns
Mar 31, 2025Fund LettersVulcan Value Partners - FocusJLL Jones Lang LaSalle Inc. Real EstateReal Estate Management & Development Bull NYSEcommercial real estate, consolidation, Diversified, Equity, investment management, Property-services, secular growth, Variable Costs
Mar 31, 2025Fund LettersVulcan Value Partners - FocusTPG TPG Inc. FinancialsCapital Markets Bull NASDAQalternative assets, asset management, Equity, fee income, Fundraising, growth, Institutional, private equity
Mar 31, 2025Fund LettersVulcan Value Partners - FocusSWK Stanley Black & Decker IndustrialsMachinery Bull NYSEbrands, Cyclical, Equity, Housing, Industrial, manufacturing, restructuring, Tools
Mar 31, 2025Fund LettersVulcan Value Partners - FocusMEDP Medpace Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, Cro, drug development, Equity, Free Cash Flow, growth, Healthcare services

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