Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersEast72 Dynasty TrustLPE.PA Laurent Perrier Consumer StaplesDistillers & Vintners Bull Euronext ParisChampagne, consumer staples, Europe, Export-Focused, family-controlled, French, Luxury goods, Premium Beverages, premiumization, Regulated Industry
Dec 31, 2024Fund LettersOakmark International Fund105560.KS KB Financial Group FinancialsBanks Bull Korea Exchangebanking, capital efficiency, Deposit Franchise, Payout ratio, shareholder returns, South Korea, Value-up Program
Dec 31, 2024Fund LettersOakmark International FundBAYN.DE Bayer Health CarePharmaceuticals Bull XETRAagriculture, Crop protection, Germany, litigation, pharmaceuticals, restructuring, turnaround
Dec 31, 2024Fund LettersOakmark International FundAIR.PA Airbus IndustrialsAerospace & Defense Bull Euronext ParisAerospace, Defense, Europe, manufacturing, Order Backlog, Production Scaling, Supply Constrained
Dec 31, 2024Fund LettersOakmark FundKDP Keurig Dr Pepper Inc. Consumer StaplesBeverages Bull NASDAQBeverages, brand strength, Distribution Advantages, Flavored Soft Drinks, Household Penetration, market share, Single-serve Coffee, valuation discount
Dec 31, 2024Fund LettersOakmark FundGEHC GE HealthCare Technologies Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQAI-Enabled Software, China exposure, margin expansion, medical technology, Precision Care, Self-Help Story, spinoff, Standalone Company
Dec 31, 2024Fund LettersOakmark FundELV Elevance Health, Inc. Health CareHealth Care Services Bull NYSEDepressed valuation, Disciplined Underwriting, End Market Diversification, Health Care Services, managed care, Pricing power, Scale Advantages, US
Dec 31, 2024Fund LettersOakmark FundCG The Carlyle Group Inc. FinancialsCapital Markets Bull NASDAQAlternative Asset Manager, brand recognition, new management, Platform Diversification, Private Credit, private equity, Retail Channel, valuation discount
Dec 31, 2024Fund LettersOakmark FundABNB Airbnb, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlternative Accommodations, Global, growth investments, network effects, online marketplace, Paid Placement, Platform business, Travel
Dec 31, 2024Fund LettersOakmark FundCNC Centene Corporation Health CareHealth Care Services Bull NYSEEPS growth, Government Programs, Health Care Services, managed care, political risk, Returns on Capital, US, valuation discount
Dec 31, 2024Fund LettersOakmark FundWFC Wells Fargo & Company FinancialsBanks Bull NYSEBank, capital return, Diversified Financial Services, Efficiency Ratio, fee income, Regulatory Relief, share repurchase, US
Dec 31, 2024Fund LettersOakmark Global Select FundELV Elevance Health Health CareManaged Health Care Bull NYSEcontrarian, Cyclical, health insurance, managed care, Medical costs, reimbursement rates, Scale Advantages, Underwriting Cycle
Dec 31, 2024Fund LettersOakmark Global Select FundDEO Diageo Consumer StaplesDistillers & Vintners Bull NYSEBeverages, Destocking, Distribution, Geographic Diversification, Global Brands, Marketing Scale, premium spirits, UK
Dec 31, 2024Fund LettersOakmark Global Select FundSCHW Charles Schwab FinancialsInvestment Banking & Brokerage Bull NYSEBrokerage, Deposit Migration, Discount Brokerage, Interest rates, market share, Scale Advantages, Virtuous Cycle
Dec 31, 2024Fund LettersOakmark Global Select FundBAYRY Bayer MaterialsDiversified Chemicals Bull OTCagriculture, CEO change, Crop protection, Germany, litigation risk, pharmaceuticals, restructuring, turnaround
Dec 31, 2024Fund LettersOakmark Global Select FundCOF Capital One Financial FinancialsConsumer Finance Bull NYSEbanking, consumer finance, credit cards, Election Impact, Loss Reserves, merger, Regulatory Relief
Dec 31, 2024Fund LettersOakmark Global FundMTN Vail Resorts Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NYSEcontrarian, Mountain Assets, oligopoly, Pricing power, Season Pass, Ski Resorts, Tourism
Dec 31, 2024Fund LettersOakmark Global FundELV Elevance Health Health CareManaged Health Care Bull NYSEcontrarian, health insurance, healthcare, managed care, Scale Advantages, underwriting, valuation
Dec 31, 2024Fund LettersOakmark Global FundDSV.CO DSV IndustrialsAir Freight & Logistics Bull Copenhagen Stock ExchangeAcquisitions, Denmark, Freight Forwarding, Logistics, market consolidation, profit margins, Transportation
Dec 31, 2024Fund LettersOakmark Global FundBDX Becton, Dickinson and Company Health CareHealth Care Equipment Bull NYSEHealthcare Equipment, innovation, Manufacturing Scale, market leader, medical technology, valuation opportunity

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