Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersOakmark Global Select FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, growth, search engine, technology, undervalued
Mar 31, 2025Fund LettersOakmark Global Select FundLLOY.L Lloyds Banking Group FinancialsBanks Bull London Stock Exchangecapital return, Diversified Bank, financial services, net interest margin, Share Buyback, UK Banking, value creation
Mar 31, 2025Fund LettersOakmark Global FundSYY Sysco Corporation Consumer StaplesFood Distributors Bull NYSEFood Service Distribution, Independent Restaurants, operational efficiency, Scale Advantages, secular trends, Value
Mar 31, 2025Fund LettersOakmark Global FundRI.PA Pernod Ricard SA Consumer StaplesDistillers & Vintners Bull Euronext ParisAged Inventory, barriers to entry, Brown Spirits, Emerging markets, Family-owned, premium spirits, premiumization
Mar 31, 2025Fund LettersOakmark Global FundBNR.DE Brenntag SE MaterialsTrading Companies & Distributors Bull XETRAchemical distribution, Cyclical Recovery, market leader, restructuring, specialty chemicals, Value
Mar 31, 2025Fund LettersOakmark Global FundABNB Airbnb Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAlternative Accommodations, growth, network effects, online marketplace, Platform Monetization, Travel
Mar 31, 2025Fund LettersOakmark Select FundMOH Molina Healthcare Health CareManaged Health Care Bull NYSEGovernment Programs, healthcare, managed care, Medicaid, Medicare, Regulatory, turnaround, Value
Mar 31, 2025Fund LettersFMI All Cap EquitySW.PA Sodexo S.A. Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext ParisCatering, Europe, Facilities Management, family-controlled, france, Global, North America
Mar 31, 2025Fund LettersFMI All Cap EquityALLE Allegion Public Limited Co. IndustrialsBuilding Products Bull NYSEaftermarket, Brand moat, Building Products, Cyclical, Electronic Security, Non-residential, oligopoly, Security Hardware
Mar 31, 2025Fund LettersFMI All Cap EquityFCFS FirstCash Holdings, Inc. Consumer DiscretionaryConsumer Finance Bull NASDAQCollateralized Lending, consolidation, consumer finance, Counter-cyclical, defensive, Mexico, Pawn, regulatory barriers
Mar 31, 2025Fund LettersFMI International EquitySW.PA Sodexo S.A. Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext ParisCatering, Diversified, Europe, Facilities Management, family-controlled, North America
Mar 31, 2025Fund LettersFMI International EquityALLE Allegion Public Limited Co. IndustrialsBuilding Products Bull NYSEaftermarket, brands, Cyclical, Electronic Products, Moat, oligopoly, Security Hardware, Value
Mar 31, 2025Fund LettersFMI International EquityFCFS FirstCash Holdings, Inc. Consumer DiscretionarySpecialized Consumer Services Bull NASDAQCollateralized loans, consolidation, Counter-cyclical, defensive, Mexico, Pawn, regulatory barriers, Value
Mar 31, 2025Fund LettersFMI Large Cap EquitySW.PA Sodexo S.A. Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext ParisCatering, Europe, Facilities Management, family-controlled, france, Global, North America
Mar 31, 2025Fund LettersFMI Large Cap EquityALLE Allegion Public Limited Co. IndustrialsBuilding Products Bull NYSEaftermarket, brands, Building Products, Cyclical, Electronic Security, oligopoly, Security Products, Value
Mar 31, 2025Fund LettersFMI Large Cap EquityFCFS FirstCash Holdings, Inc. Consumer DiscretionaryConsumer Finance Bull NASDAQconsolidation, consumer finance, Counter-cyclical, defensive, Mexico, Pawn, regulatory barriers, Value
Mar 31, 2025Fund LettersFMI Small Cap EquitySW.PA Sodexo S.A. Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext ParisCatering, Equity, Europe, Facilities Management, family-controlled, Geographic Diversification, Outsourcing
Mar 31, 2025Fund LettersFMI Small Cap EquityALLE Allegion Public Limited Co. IndustrialsBuilding Products Bull NYSEaftermarket, Building Products, Cyclical, Electronic Products, Equity, oligopoly, Security Hardware, Value
Mar 31, 2025Fund LettersFMI Small Cap EquityFCFS FirstCash Holdings, Inc. Consumer DiscretionaryConsumer Finance Bull NASDAQconsolidation, consumer finance, Counter-cyclical, defensive, Equity, Mexico, Pawn, Value
Mar 31, 2025Fund LettersGanes Focused Value FundRDX.AX Redox MaterialsChemicals Bull ASXAcquisitions, cash position, chemical distribution, founder-led, margin compression, Pricing power, specialty chemicals, Subdued Demand

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