Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersVulcan Value Partners - Focus PlusSODEXO.PA 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 - Focus PlusSWKS Skyworks Solutions Inc. Information TechnologySemiconductors & Semiconductor Equipment Bear NASDAQcompetitive moat, Cyclical, Market Share Loss, Mobile, Rf Semiconductors, Wireless Infrastructure
Mar 31, 2025Fund LettersVulcan Value Partners - Focus PlusPRG PROG Holdings Inc. FinancialsConsumer Finance Bull NYSEconsumer finance, Lease-to-Own, Non-Prime, Retail Partners, turnaround, Value
Mar 31, 2025Fund LettersVulcan Value Partners - Focus PlusITRN Ituran Location and Control Ltd. TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrazil, Insurance, Israel, recurring revenue, RF Technology, Subscription, Vehicle Recovery
Mar 31, 2025Fund LettersVulcan Value Partners - Focus PlusISS ISS A/S IndustrialsCommercial Services & Supplies Bull Copenhagen Stock ExchangeCost Pass-through, Denmark, Facilities Management, global scale, Outsourcing, shareholder returns
Mar 31, 2025Fund LettersVulcan Value Partners - Focus PlusJLL Jones Lang LaSalle Inc. Real EstateReal Estate Management & Development Bull NYSEcommercial real estate, consolidation, Diversified, Free Cash Flow, services, Variable Costs
Mar 31, 2025Fund LettersVulcan Value Partners - Focus PlusTPG TPG Inc. FinancialsCapital Markets Bull NASDAQalternative assets, asset management, fee income, Fundraising, growth, private equity
Mar 31, 2025Fund LettersVulcan Value Partners - Focus PlusSWK Stanley Black & Decker IndustrialsMachinery Bull NYSECyclical, Housing, Industrial, manufacturing, restructuring, Tools, Value
Mar 31, 2025Fund LettersVulcan Value Partners - Focus PlusMEDP Medpace Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotechnology Services, Cro, drug development, Free Cash Flow, growth, healthcare
Mar 31, 2025Fund LettersParnassus Growth Equity FundASML ASML Holding NV Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced Microchips, customer relationships, EUV technology, market leadership, photolithography, semiconductor equipment, technology innovation, Wide Moat
Mar 31, 2025Fund LettersParnassus Growth Equity FundAPPF AppFolio Inc. Information TechnologySoftware Bull NASDAQcommercial real estate, high switching costs, market share gains, Pricing power, Property Management Software, SaaS, sticky revenue, Upmarket Expansion
Mar 31, 2025Fund LettersParnassus Growth Equity FundSN SharkNinja Inc. Consumer DiscretionaryHousehold Durables Bull NYSEAbove-Industry Growth, brand strength, Consumer Discretionary, household appliances, international expansion, management execution, market share gains, product innovation
Mar 31, 2025Fund LettersParnassus Growth Equity FundBRO Brown & Brown Inc. FinancialsInsurance Bull NYSECapital-light, Commission Revenue, defensive, high-margin, inflation hedge, insurance brokerage, M&A growth, risk management
Mar 31, 2025Fund LettersParnassus Growth Equity FundSNPS Synopsys Inc. Information TechnologySoftware Bull NASDAQAI accelerators, Ansys acquisition, custom chips, EDA software, electronic design automation, high switching costs, Intellectual Property, semiconductors
Mar 31, 2025Fund LettersParnassus Growth Equity FundGEV GE Vernova Inc. IndustrialsElectrical Equipment Bull NYSEDecarbonization, energy equipment, Gas turbines, Grid modernization, Industrials, Power generation, spin-off, turnaround
Mar 31, 2025Fund LettersParnassus Value Equity FundJPM JPMorgan Chase & Co. FinancialsBanks Bull NYSEbanking, Consumer Banking, credit cards, defensive, financial services, investment banking, scale
Mar 31, 2025Fund LettersParnassus Value Equity FundAMD Advanced Micro Devices Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI, CPUs, Gaming, GPUs, semiconductors, Servers, technology
Mar 31, 2025Fund LettersCooper Investors Global Equities Fund (Unhedged)UMG.AS Universal Music Group N.V. Communication ServicesEntertainment Bull Euronext AmsterdamCatalog Assets, Content, entertainment, Intellectual Property, media, monetization, Music Label, Streaming, subscription model, Technology Disruption, turnaround, Value
Mar 31, 2025Fund LettersOakmark Global Select FundSYY Sysco Corporation Consumer StaplesFood Distributors Bull NYSEDiscount Valuation, food distribution, Food service, Independent Restaurants, operational efficiency, Scale Advantages, secular growth
Mar 31, 2025Fund LettersOakmark Global Select FundMOH Molina Healthcare Health CareHealth Care Services Bull NYSEDiscount to Intrinsic Value, Government Programs, Healthcare services, managed care, market share gains, Medicaid, operational excellence

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