Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2026Fund LettersOld West Investment ManagementSU Suncor Energy Inc. Oil & Gas IntegratedOil, Gas & Consumable Fuels Bull New York Stock ExchangeCanada, capital discipline, cash returns, integrated energy, Oil sands, refining, Retail Network, Share Buybacks, WTI oil
Mar 31, 2026Fund LettersOld West Investment ManagementTDW Tidewater Inc. Oil & Gas Equipment & ServicesOil, Gas & Consumable Fuels Bull New York Stock ExchangeDay-rates, Drilling Support, earnings surprise, international operations, Marine services, Offshore energy, Offshore support vessels, Oil Services
Mar 31, 2026Fund LettersOld West Investment ManagementCNQ Canadian Natural Resources Limited Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock ExchangeAI infrastructure, Canada, cash generation, crude oil, Dividend Growth, energy, natural gas, oil producer, Share Buybacks
Mar 31, 2026Fund LettersHarris Associates Concentrated StrategyIT Gartner Information Technology ServicesIT Services Bull New York Stock ExchangeAI disruption, Customer Engagement, Equity, Free Cash Flow, IT Research, market leader, organic growth
Mar 31, 2026Fund LettersHarris Associates Concentrated StrategyCOF Capital One Financial Credit ServicesConsumer Finance Bull New York Stock Exchangeconsumer finance, credit cards, Equity, Marketing Investment, political risk, technology, well-capitalized
Mar 31, 2026Fund LettersHarris Associates Concentrated StrategyIQV IQVIA Holdings Diagnostics & ResearchLife Sciences Tools & Services Bull New York Stock ExchangeAI Beneficiary, Clinical research, Equity, Healthcare Analytics, life sciences, Long-cycle Business, proprietary data
Mar 31, 2026Fund LettersHarris Associates Concentrated StrategyCRM Salesforce Software - ApplicationSoftware Bull New York Stock ExchangeAgentforce, AI technology, CRM Software, Equity, SaaS, Share Buyback, subscription revenue
Mar 31, 2026Fund LettersHarris Associates Concentrated StrategyTRGP Targa Resources Oil & Gas MidstreamOil, Gas & Consumable Fuels Bull New York Stock Exchangecontract wins, EBITDA growth, Equity, midstream, natural gas, Permian Basin, volume growth
Mar 31, 2026Fund LettersHarris Associates Concentrated StrategyCOP ConocoPhillips Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock Exchangecapital allocation, E&P, Energy Prices, Equity, geopolitical risk, High Quality Assets, oil and gas
Mar 31, 2026Fund LettersHarris Associates Concentrated StrategyPSX Phillips 66 Oil & Gas Refining & MarketingOil, Gas & Consumable Fuels Bull New York Stock Exchangecash flow, Crack Spreads, Downstream Energy, energy, Equity, geopolitical risk, refining
Mar 31, 2026Fund LettersFPA Queens Road Small Cap Value FundRLI RLI Corp Insurance - Property & CasualtyInsurance Bull New York Stock Exchangecombined ratio, Long-term holding, Niche markets, premium valuation, ROE, specialty insurance, underwriting discipline
Mar 31, 2026Fund LettersFPA Queens Road Small Cap Value FundSFM Sprouts Farmers Market Grocery StoresFood & Staples Retailing Neutral NASDAQgrowth deceleration, Natural Organic Grocery, New Store Economics, retail, Returns on Capital, Strong Margins, Value Multiple
Mar 31, 2026Fund LettersFPA Queens Road Small Cap Value FundLFUS Littelfuse Electronic ComponentsElectronic Components Bull NASDAQCyclical Recovery, data centers, Electronic Components, high margins, Niche Manufacturing, Returns on Capital, Tariff Navigation
Mar 31, 2026Fund LettersFPA Queens Road Small Cap Value FundSNX TD SYNNEX Electronics & Computer DistributionTechnology Distributors Bull New York Stock Exchangebusiness transformation, GDP growth, IT distribution, market leader, Scale Advantages, Software Services, Value Multiple
Mar 31, 2026Fund LettersFPA Queens Road Small Cap Value FundFN Fabrinet Electronic ComponentsElectronic Manufacturing Services Bull New York Stock ExchangeAI infrastructure, compounder, contract manufacturing, data centers, Niche Dominance, Nvidia Customer, optical networking
Mar 31, 2026Fund LettersFPA Queens Road Small Cap Value FundDORM Dorman Products Auto PartsAuto Components Bull NASDAQAftermarket Auto Parts, defensive, High Returns on Capital, Non-cyclical, Quality Growth, Share Buybacks, tariff impact
Mar 31, 2026Fund LettersFPA Queens Road Small Cap Value FundFAF First American Financial Insurance - SpecialtyInsurance Bull New York Stock ExchangeCyclical Recovery, Data Moat, dividend yield, housing market, Real Estate Services, Share Buybacks, title insurance
Mar 31, 2026Fund LettersDiamond Hill Large Cap StrategyCARR Carrier Global Corporation Building Products & EquipmentBuilding Products Bull New York Stock ExchangeBuilding Products, Bull, Commercial, Cyclical, HVAC, Margin Improvement, market share, Residential, spin-off
Mar 31, 2026Fund LettersDiamond Hill Large Cap StrategyKMB Kimberly-Clark Corporation Household & Personal ProductsHousehold Products Bull New York Stock Exchangeacquisition, Bull, consumer staples, Consumer-health, Cost synergies, defensive, household products, Kenvue
Mar 31, 2026Fund LettersDiamond Hill Large Cap StrategyMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI, Azure, Bull, Cloud computing, Enterprise software, OpenAI, Software, technology

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