Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersDiamond Hill Mid CapHII Huntington Ingalls Industries IndustrialsAerospace & Defense Bull NYSEAircraft Carriers, Defense Contractor, Discount to Intrinsic Value, Long-cycle Products, Monopolistic Position, Naval Shipbuilding, Nuclear Submarines, Pacific Conflict, US Navy, Value
Sep 30, 2024Fund LettersParnassus Growth Equity FundCSGP CoStar Group Inc. Real EstateReal Estate Services Bull NASDAQcommercial real estate, Data Analytics, market share gains, Marketplaces, Real Estate, Residential expansion, subscription model
Sep 30, 2024Fund LettersParnassus Growth Equity FundMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQdigital payments, Digital transformation, e-commerce, Fintech, Latin America, Logistics Network, market share
Sep 30, 2024Fund LettersParnassus Growth Equity FundCMG Chipotle Mexican Grill Inc. Consumer DiscretionaryRestaurants Bull NYSEbrand loyalty, Consumer Discretionary, Execution, Fast casual, healthy eating, Restaurants, store expansion
Sep 30, 2024Fund LettersParnassus Value Equity FundAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, Consumer Discretionary, e-commerce, hyperscale, margin expansion, Value
Sep 30, 2024Fund LettersParnassus Value Equity FundUNH UnitedHealth Group Inc. Health CareHealth Care Plans Bull NYSEAging Population, Health Care Plans, Healthcare Analytics, managed care, secular tailwinds, Value, vertical integration
Sep 30, 2024Fund LettersSouthernSun Small CapNGVT Ingevity Corporation MaterialsSpecialty Chemicals Neutral NYSEActivated-carbon, Automotive Emissions, Cost Reduction, industrial applications, Management Change, Performance Materials, restructuring, specialty chemicals
Sep 30, 2024Fund LettersSouthernSun Small CapUSPH U.S. Physical Therapy, Inc. Health CareHealth Care Services Bull NYSEAcquisitions, Commercial Payers, Fragmented Industry, Healthcare services, Industrial Injury Prevention, Labor Costs, Medicare Reimbursement, Physical Therapy
Sep 30, 2024Fund LettersSouthernSun Small CapBOOT Boot Barn Holdings, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEdebt-free, Geographic Growth, Omnichannel, same-store sales, Specialty retail, store expansion, Western Wear, Work Apparel
Sep 30, 2024Fund LettersSouthernSun Small CapLPX Louisiana-Pacific Corporation MaterialsForest Products Bull NYSEBuilding materials, construction, Engineered Wood, Housing, manufacturing, market share gains, OSB, Siding
Sep 30, 2024Fund LettersThe London Company Small-Mid CapWTM White Mountains Insurance Group Ltd. FinancialsInsurance Bull NYSEBermuda Domicile, book value growth, capital allocation, Insurance, P&C insurance, portfolio optimization, value creation
Sep 30, 2024Fund LettersThe London Company Small-Mid CapLW Lamb Weston Holdings, Inc. Consumer StaplesPackaged Foods & Meats Bull NYSECost Reduction, Flexible Balance Sheet, Frozen Potato Products, industry tailwinds, market share, Operational Turnaround, productivity improvements
Sep 30, 2024Fund LettersThe London Company Small-Mid CapENTG Entegris, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced technology, Cyclical Recovery, diversified portfolio, high barriers to entry, semiconductor materials, switching costs, Wafer Content
Sep 30, 2024Fund LettersThe London Company Small-Mid CapAWI Armstrong World Industries, Inc. MaterialsBuilding Products Bull NYSEBuilding Products, Ceiling Tiles, Competitive Moats, construction, Distributor Contracts, market leadership, Renovation
Sep 30, 2024Fund LettersThe London Company Small-Mid CapZBRA Zebra Technologies Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBarcode Scanning, data capture, Enterprise Technology, margin expansion, market share gains, operational excellence, RFID
Sep 30, 2024Fund LettersThe London Company Small-Mid CapWAT Waters Corporation Health Care Equipment & ServicesLife Sciences Tools & Services Bull NYSEacquisition integration, Analytical instruments, China recovery, Life Sciences Tools, margin expansion, product innovation, Share Buybacks
Sep 30, 2024Fund LettersThe London Company Small CapCERT Certara, Inc. Health CareHealth Care Technology Bull NASDAQBiosimulation, Biotech, Drug Discovery, Healthcare Technology, market leadership, Pharmaceutical, Software
Sep 30, 2024Fund LettersThe London Company Small CapVNT Vontier Corporation IndustrialsIndustrial Machinery Bull NYSEConvenience Store, Cyclical, industrial machinery, Mobility Infrastructure, operational efficiency, portfolio transformation, Repair Solutions
Sep 30, 2024Fund LettersThe London Company Small CapWTM White Mountains Insurance Group Ltd. FinancialsProperty & Casualty Insurance Bull NYSEbook value growth, capital allocation, financial services, Insurance, Portfolio Management, Property & Casualty Insurance, value creation
Sep 30, 2024Fund LettersThe London Company Small CapPLUS ePlus inc. Information TechnologyTechnology Distributors Bull NASDAQAcquisitions, balance sheet strength, capital allocation, IT services, margin expansion, share repurchases, technology distribution

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: