Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 1, 2024Fund LettersAuscap Asset ManagementRMD ResMed Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NYSECPAP, founder-led, Healthcare Technology, market leader, Medical devices, sleep apnea, Underdiagnosed Market, Value
Jul 1, 2024Fund LettersLaughing Water CapitalXPOF Xponential Fitness Consumer DiscretionaryLeisure Facilities Bull NYSEBoutique, contrarian, EBITDA multiple, Fitness, franchise, growth, Short squeeze, turnaround, Value
Jul 1, 2024Fund LettersLaughing Water CapitalCTLP Cantaloupe Inc. Information TechnologyApplication Software Bull NASDAQEBITDA growth, operating leverage, Payments, recurring revenue, Self-Service Retail, Software, Technology Solutions, Value, Vending
Jul 1, 2024Fund LettersLongleaf Partners International FundDHER Delivery Hero SE Consumer DiscretionaryInternet & Direct Marketing Retail Bull XETRAactivist investor, Asset Sale, food delivery, Germany, Governance, Korea, Leverage reduction, Middle East, Portfolio Rationalization
Jul 1, 2024Fund LettersLongleaf Partners International FundERF Eurofins Scientific SE Health CareLife Sciences Tools & Services Bull Euronext ParisAnalytical Services, capital allocation, global leader, Laboratory Testing, life sciences, related party transactions, Share Buybacks, Short Attack
Jul 1, 2024Fund LettersLongleaf Partners International FundCUERVO Becle, S.A.B. de C.V. Consumer StaplesDistillers & Vintners Bull BMVAgave Prices, Currency Tailwind, Export Business, Free Cash Flow, Jose Cuervo, margin expansion, Mexico, Spirits, tequila
Jul 1, 2024Fund LettersLongleaf Partners International FundPRX Prosus N.V. Communication ServicesInteractive Media & Services Bull Euronext Amsterdamadvertising, capital allocation, Consumer Internet, e-commerce, Gaming, NAV discount, Share Buybacks, technology, Tencent Exposure
Jul 1, 2024Fund LettersLongleaf Partners International FundHDB HDFC Bank Limited FinancialsBanks Bull NYSEbanking, credit quality, deposit growth, India, market share, net interest margin, post-merger integration, Private Sector Bank
Jul 1, 2024Fund LettersLongleaf Partners International FundTIGO Millicom International Cellular S.A. Communication ServicesWireless Telecommunication Services Bull NASDAQcable, EBITDA growth, Free Cash Flow, Latin America, Operational Improvement, takeover target, telecommunications, Value, Wireless
Jul 1, 2024Fund LettersLongleaf Partners FundMAT Mattel Inc Consumer DiscretionaryLeisure Products Bull NASDAQBarbie, Consumer Discretionary, entertainment, FCF growth, Media Revenue, share repurchases, Toys
Jul 1, 2024Fund LettersLongleaf Partners FundCNHI CNH Industrial NV IndustrialsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, Consolidating Market, Exor, FCF Return, Food Security, market share gains, Precision Technology
Jul 1, 2024Fund LettersLongleaf Partners FundBIO Bio-Rad Laboratories Inc Health CareLife Sciences Tools & Services Bull NYSEdiagnostics, life sciences, margin expansion, post-COVID recovery, Research Tools, Sartorius, share repurchases
Jul 1, 2024Fund LettersLongleaf Partners FundFDX FedEx Corporation IndustrialsAir Freight & Logistics Bull NYSECost management, FCF, Freight, Logistics, Ltl, share repurchases, spin-off, Transportation
Jul 1, 2024Fund LettersLongleaf Partners Small-Cap FundPCH PotlatchDeltic Real EstateSpecialized REITs Bull NASDAQAlternative Land Use, housing market, Lumber Mills, net asset value, REIT, Solar Development, Tax-Efficient Dividend, timberland
Jul 1, 2024Fund LettersLongleaf Partners Small-Cap FundMAT Mattel Consumer DiscretionaryLeisure Products Bull NASDAQBarbie, Consumer Discretionary, Entertainment Revenue, FCF growth, IP Portfolio, Media Entertainment, share repurchases, Toys
Jul 1, 2024Fund LettersLongleaf Partners Small-Cap FundHOUS Anywhere Real Estate Real EstateReal Estate Services Bull NYSEDebt Buybacks, Franchisor, Free Cash Flow, housing market, Index Removal, NAR Settlement, Real Estate Brokerage, turnaround
Jul 1, 2024Fund LettersLongleaf Partners Small-Cap FundKODK Eastman Kodak Information TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEasset monetization, Bond-like Security, Catalyst, Convertible Preferred, Hidden-Assets, Maturity 2026, Overfunded Pension
Jul 1, 2024Fund LettersLongleaf Partners Small-Cap FundOSCR Oscar Health Health CareHealth Care Technology Bull NYSEAca, Free Cash Flow, health insurance, Healthcare Technology, market share gains, political risk, software platform, Value
Jul 1, 2024Fund LettersLongleaf Partners Global FundDHER.DE Delivery Hero SE Consumer DiscretionaryInternet & Direct Marketing Retail Bull XETRAactivist investor, Asset Sale, Board Renewal, food delivery, Korea, Middle East, Portfolio Rationalization, value unlock
Jul 1, 2024Fund LettersLongleaf Partners Global FundERF.PA Eurofins Scientific SE Health CareLife Sciences Tools & Services Bull Euronext Parisglobal leader, Laboratory Testing, Management Conviction, Muddy Waters, related party transactions, Share Buybacks, Short Attack, value opportunity

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