Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 1, 2024Fund LettersLongleaf Partners FundPYPL PayPal Information TechnologyData Processing & Outsourced Services Bull NASDAQCost management, digital payments, Fintech, Free Cash Flow Growth, gross margin expansion, leadership transition, share repurchase
Oct 1, 2024Fund LettersLongleaf Partners FundCNX CNX Resources EnergyOil & Gas Exploration & Production Bull NYSEAppalachian Basin, energy, Free Cash Flow, hedging strategy, low-cost structure, natural gas, share repurchase
Oct 1, 2024Fund LettersLongleaf Partners FundK Kellanova Consumer StaplesPackaged Foods & Meats Bull NYSEacquisition, brand portfolio, Mars, Packaged Foods, Snacks, spin-off, Value recognition
Oct 1, 2024Fund LettersLongleaf Partners Small-Cap FundWEST Westrock Coffee Consumer StaplesFood Products Bull NASDAQBrand Behind Brand, capacity expansion, Co-Manufacturing, Coffee, consumer staples, Free Cash Flow, Private-label, turnaround
Oct 1, 2024Fund LettersLongleaf Partners Small-Cap FundHOUS Anywhere Real Estate Real EstateReal Estate Services Bull NYSECyclical, franchise model, Free Cash Flow, housing market, Interest Rate Sensitive, Real Estate Brokerage, Value
Oct 1, 2024Fund LettersLongleaf Partners Small-Cap FundCNX CNX Resources EnergyOil, Gas & Consumable Fuels Bull NYSEAppalachian Basin, energy, Free Cash Flow, hedging strategy, Low-cost producer, natural gas, share repurchase, Value
Oct 1, 2024Fund LettersLongleaf Partners Small-Cap FundOSCR Oscar Health Health CareHealth Care Services Bull NYSEgrowth, health insurance, Healthcare services, Healthcare Technology, margin expansion, regional expansion, SaaS platform
Oct 1, 2024Fund LettersLongleaf Partners Global FundMGM MGM Resorts Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEasset sales, Digital gaming, entertainment, Free Cash Flow, Gaming, hospitality, Las Vegas, Share Buybacks
Oct 1, 2024Fund LettersLongleaf Partners Global FundFDX FedEx IndustrialsAir Freight & Logistics Bull NYSEAir Freight, cost savings, Less-than-truckload, Logistics, spin-off, Transportation, value unlocking
Oct 1, 2024Fund LettersLongleaf Partners Global FundPRX.AS Prosus Communication ServicesInteractive Media & Services Bull Euronext Amsterdamadvertising, China, Consumer Internet, Gaming, holding company, Management alignment, Share Buybacks, Tencent
Oct 1, 2024Fund LettersLongleaf Partners Global FundERF.PA Eurofins Health CareLife Sciences Tools & Services Bull Euronext Parisbiopharma, Defensive growth, Environmental Testing, Food Safety, Laboratory Testing, life sciences, margin expansion, market leader
Oct 1, 2024Fund LettersLongleaf Partners Global FundCNX CNX Resources EnergyOil, Gas & Consumable Fuels Bull NYSEAppalachian Basin, energy, Free Cash Flow, hedging strategy, Low-cost producer, natural gas, Share Buybacks
Oct 1, 2024Fund LettersLongleaf Partners Global FundK Kellanova Consumer StaplesPackaged Foods Bull NYSEbrand portfolio, consumer staples, M&A, Packaged Foods, Snacks, spin-off, Value recognition
Oct 1, 2024Fund LettersLongleaf Partners Global FundDHER.DE Delivery Hero Consumer DiscretionaryInternet & Direct Marketing Retail Bull XETRAAsset Divestiture, e-commerce, food delivery, Germany, Middle East, Platform business, subscription model, value unlocking
Oct 1, 2024Fund Letters1 Main CapitalPRKR ParkerVision Inc TechnologySemiconductors & Semiconductor Equipment Bull NASDAQBinary Outcome, Intellectual Property, Opportunistic, Patent Litigation, RF Technology, semiconductors, Special Situation, Technology Patents, Wireless Communication
Oct 1, 2024Fund LettersLong Cast AdvisersCCRD CoreCard Corporation Software & ServicesSystems Software Bull NYSEApple Card, Credit Card Technology, debt-free, Fintech, Goldman Sachs, payment processing, Share Buybacks, Software Licensing
Oct 1, 2024Fund LettersLong Cast AdvisersPDEX Pro-Dex Inc Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQcapital-efficient, contract manufacturing, Healthcare Technology, Manufacturing Expansion, Medical Device, Orthopedic, Surgical Instruments
Oct 1, 2024Fund LettersMerion Road CapitalUBAB United Bancorp FinancialsRegional Banks Bull NASDAQasymmetric risk-reward, capital structure, ECIP, Government Program, Preferred equity, regional bank, Special Situation
Oct 1, 2024Fund LettersMerion Road CapitalCURB Curbline Properties Real EstateRetail REITs Bull NYSEconsolidation, Convenience retail, discount to NAV, REIT, spin-off, strong balance sheet, Sunbelt, Value
Oct 1, 2024Fund LettersMerion Road CapitalFCPT Four Corners Property Trust Real EstateRetail REITs Bull NYSEdefensive, diversification, Interest Rate Sensitive, Real Estate, REIT, triple net lease

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