Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 1, 2024Fund LettersLongleaf Partners Global FundWBD Warner Bros Discovery Communication ServicesMedia Neutral NASDAQadvertising, Content Creation, deleveraging, entertainment, Free Cash Flow, media, Merger Integration, Streaming, undervalued
Apr 1, 2024Fund LettersLongleaf Partners Global FundFIS Fidelity National Information Services Information TechnologyData Processing & Outsourced Services Bull NYSEasset monetization, Banking Software, Crisis Resilience, Defensive growth, financial technology, Fintech, Free Cash Flow, Share Buybacks
Apr 1, 2024Fund LettersLongleaf Partners Global FundFDX FedEx IndustrialsAir Freight & Logistics Bull NYSEcapital allocation, Cost Reduction, DRIVE Program, Free Cash Flow, Logistics, Share Buybacks, Transportation, turnaround
Apr 1, 2024Fund LettersLongleaf Partners Global FundCNX CNX Resources EnergyOil, Gas & Consumable Fuels Bull NYSEAppalachian Basin, energy, Free Cash Flow, Hedging, natural gas, Pipeline Integration, Share Buybacks, Value
Apr 1, 2024Fund LettersLongleaf Partners FundWBD Warner Bros Discovery Communication ServicesMovies & Entertainment Neutral NASDAQadvertising, Content Creation, deleveraging, entertainment, Free Cash Flow, media, Merger Integration, Streaming
Apr 1, 2024Fund LettersLongleaf Partners FundLBRDA Liberty Broadband Communication ServicesCable & Satellite Bear NASDAQbroadband, cable, Charter Communications, Fixed wireless, holding company, Share Buybacks, Subscriber Metrics
Apr 1, 2024Fund LettersLongleaf Partners FundFDX FedEx IndustrialsAir Freight & Logistics Bull NYSEcapital allocation, Cost Reduction, Free Cash Flow, Logistics, Operational Turnaround, Share Buybacks, Transportation
Apr 1, 2024Fund LettersLongleaf Partners FundCNX CNX Resources EnergyOil & Gas Exploration & Production Bull NYSEAppalachian Basin, energy, hedging strategy, natural gas, Pipeline Integration, Share Buybacks, value creation
Apr 1, 2024Fund LettersLongleaf Partners FundFIS Fidelity National Information Services Information TechnologyData Processing & Outsourced Services Bull NASDAQBank Software, Data Processing, Defensive growth, Financial infrastructure, financial technology, Free Cash Flow, Share Buybacks
Apr 1, 2024Fund LettersLongleaf Partners International FundLXS.DE LANXESS MaterialsSpecialty Chemicals Bull XETRACost Reduction, Cyclical Recovery, EBITDA Generation, Germany, Operational Leverage, specialty chemicals, structural improvements, Utilization Rates
Apr 1, 2024Fund LettersLongleaf Partners International Fund035420.KS Naver Communication ServicesInteractive Media & Services Bull Korea Exchangedigital advertising, e-commerce, Korea, marketplace, monetization, profitable growth, search engine, Take-rates
Apr 1, 2024Fund LettersLongleaf Partners International FundHDFCBANK.NS HDFC Bank FinancialsBanks Bull National Stock Exchange of Indiabanking, Branch Expansion, compounding, cross-selling, deposit growth, India, market share, Merger Integration
Apr 1, 2024Fund LettersLongleaf Partners International FundCUERVO.MX Becle Consumer StaplesDistillers & Vintners Bull Mexican Stock ExchangeAgave Pricing, family ownership, margin expansion, Mexico, premiumization, Spirits, tequila, undervalued
Apr 1, 2024Fund LettersLongleaf Partners International FundAC.PA Accor Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull Euronext Parisbrand portfolio, Emerging markets, Geographic Diversification, hospitality, Hotels, investment grade, post-COVID recovery, Share Buybacks
Apr 1, 2024Fund LettersLongleaf Partners International FundGLB.L Glanbia Consumer StaplesPackaged Foods & Meats Bull London Stock Exchangebrand portfolio, consumer goods, Ingredients, margin expansion, Share Buybacks, Sports Nutrition, underpenetrated market, Value
Apr 1, 2024Fund LettersLongleaf Partners Small-Cap FundHOUS Anywhere Real Estate Real EstateReal Estate Services Bull NYSEBrokerage, Commission, Cyclical, Franchisor, Free Cash Flow, housing market, NAR Settlement, Real Estate
Apr 1, 2024Fund LettersLongleaf Partners Small-Cap FundWTM White Mountains Insurance Group FinancialsMulti-line Insurance Bull NYSEacquisition, California, conglomerate, contrarian, defensive, Homeowners Insurance, Insurance, net cash
Apr 1, 2024Fund LettersLongleaf Partners Small-Cap FundCNX CNX Resources EnergyOil, Gas & Consumable Fuels Bull NYSEAppalachian Basin, commodity, energy, Free Cash Flow, Hedging, natural gas, Share Buybacks, Value
Apr 1, 2024Fund LettersLongleaf Partners Small-Cap FundOSCR Oscar Health Health CareHealth Care Technology Bull NYSEcash flow, growth, health insurance, healthcare, margin expansion, SaaS, technology platform
Apr 1, 2024Fund LettersMerion Road CapitalBSET Bassett Furniture Consumer DiscretionaryHome Furnishings Bull NASDAQAsset-Heavy, furniture, Hidden-Assets, manufacturing, Margin Improvement, Real Estate, retail, small-cap, turnaround, Value

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