Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersOakmark International FundSKG.L Smurfit Kappa Group MaterialsPaper & Forest Products Bull LSEContainerboard, Corrugated Boxes, Cyclical Recovery, Equity, Europe, Ireland, M&A, Packaging
Mar 31, 2024Fund LettersOakmark International FundBXB.AX Brambles Capital GoodsCommercial Services & Supplies Bull ASXAustralia, Digital transformation, Equity, Logistics, market leader, Pallets, Pooling Model, supply chain
Mar 31, 2024Fund LettersOakmark International FundBAYN.DE Bayer MaterialsChemicals Bull XETRAcash generation, Chemicals, Equity, Germany, litigation, pharmaceuticals, turnaround
Mar 31, 2024Fund LettersOakmark International FundDTG.DE Daimler Truck Holding Capital GoodsMachinery Bull XETRABuses, commercial vehicles, Cyclical, Equity, Germany, manufacturing, margin expansion, trucks
Mar 31, 2024Fund LettersOakmark Global FundCNC Centene Corporation Health CareHealth Care Services Bull NYSEEquity, Government Programs, health insurance, Healthcare services, market leader, Medicaid, Medicare Advantage, secular growth, Value
Mar 31, 2024Fund LettersOakmark Global FundSTJ.L St. James's Place Diversified FinancialsAsset Management & Custody Banks Bull London Stock Exchangeasset management, Client Reimbursements, contrarian, Equity, Fee Structure, Operational Issues, UK, wealth management
Mar 31, 2024Fund LettersOakmark Global FundDTG.DE Daimler Truck Holding Capital GoodsMachinery Bull XETRABuses, commercial vehicles, Cyclical, Equity, Germany, margin expansion, spin-off, trucks, turnaround
Mar 31, 2024Fund LettersOakmark FundKVUE Kenvue Inc. Consumer StaplesPersonal Products Bull NYSEbrand portfolio, Consumer-health, efficiency, market share, Marketing, product development, spinoff, turnaround, Value
Mar 31, 2024Fund LettersOakmark FundDAL Delta Air Lines IndustrialsAirlines Bull NYSEAirlines, Hub Strategy, loyalty program, Operational Performance, Out-of-favor, Premium Brand, Returns on Capital, Value
Mar 31, 2024Fund LettersOakmark FundDE Deere & Company IndustrialsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, Cyclical, Demographics, Manufacturer, market share, productivity, technology, Value
Mar 31, 2024Fund LettersOakmark Select FundDE Deere & Company IndustrialsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, Cyclical, Demographics, Food Demand, machinery, market share, productivity, technology, Value
Mar 31, 2024Fund LettersRodrigo BenedettiAM.PA Dassault Aviation IndustrialsAerospace & Defense Bull Euronext ParisAerospace, Defense, European, FCF multiple, Fighter Aircraft, geopolitical, Share Buybacks
Mar 31, 2024Fund LettersCove Street Capital Small Cap Value FundRDVT Red Violet Information TechnologyApplication Software Bull NASDAQacquisition target, Background Checks, Cloud software, high margins, Identity Verification, Proven Management, SaaS
Mar 31, 2024Fund LettersCove Street Capital Small Cap Value FundTBRG TruBridge Health CareHealth Care Technology Bull NASDAQcross-selling, Electronic Health Records, Healthcare IT, Outsourcing, Revenue Cycle Management, Rural Hospitals, turnaround
Mar 31, 2024Fund LettersCove Street Capital Small Cap Value FundPKE Park Aerospace IndustrialsAerospace & Defense Bull NYSEA320neo, Aerospace, asset-light, Composite Materials, GE Aviation, manufacturing, operating leverage
Mar 31, 2024Fund LettersVulcan Value Partners - All CapCCK Crown Holdings Inc. MaterialsMetal & Glass Containers Bull NYSEAluminum cans, Beverage Packaging, Consolidated Industry, Free Cash Flow, high barriers to entry, Inflationary Pass-Through, market share gains, Sustainability
Mar 31, 2024Fund LettersVulcan Value Partners - All CapSBUX Starbucks Corp. Consumer DiscretionaryRestaurants Bull NASDAQCoffee Retail, Consumer Discretionary, Customer loyalty, Free Cash Flow, Global Brand, Real Estate, store expansion, Value Compounding
Mar 31, 2024Fund LettersVulcan Value Partners - All CapKMX CarMax Inc. Consumer DiscretionarySpecialty Retail Bull NYSEAuto finance, De-leveraging, digital infrastructure, Fragmented Market, market share gains, Omnichannel, turnaround, used car retail
Mar 31, 2024Fund LettersVulcan Value Partners - All CapLYV Live Nation Entertainment Inc. Communication ServicesEntertainment Bull NYSEArtist Management, Concert Promotion, entertainment, growth, Live entertainment, market leader, Ticketing, Venue Operations
Mar 31, 2024Fund LettersVulcan Value Partners - FocusCHD Crown Holdings Inc. MaterialsMetal & Glass Containers Bull NYSEAluminum cans, Beverage Packaging, Consolidated Industry, Cyclical Recovery, high barriers to entry, Inflationary Pass-Through, materials, Sustainability

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