Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersVulcan Value Partners - FocusSBUX Starbucks Corp. Consumer DiscretionaryRestaurants Bull NASDAQCoffee Retail, Consumer Discretionary, Free Cash Flow, Global Brand, Management Transition, Retail real estate, store expansion, Value Compounding
Mar 31, 2024Fund LettersVulcan Value Partners - FocusKMX CarMax Inc. Consumer DiscretionarySpecialty Retail Bull NYSEAuto finance, balance sheet improvement, digital infrastructure, Fragmented Market, market share gains, Omnichannel, turnaround, used car retail
Mar 31, 2024Fund LettersVulcan Value Partners - FocusLYV Live Nation Entertainment Inc. Communication ServicesEntertainment Bull NYSEArtist Management, Concert Promotion, Entertainment Services, growth, Live entertainment, market leader, Ticketing, Venue Operations
Mar 31, 2024Fund LettersVulcan Value Partners - Focus PlusCCK Crown Holdings Inc. MaterialsMetal & Glass Containers Bull NYSEAluminum cans, barriers to entry, Beverage Packaging, Consolidated Industry, Free Cash Flow, Inflationary Pass-Through, market share gains, materials, Sustainability
Mar 31, 2024Fund LettersVulcan Value Partners - Focus PlusSBUX Starbucks Corp. Consumer DiscretionaryRestaurants Bull NASDAQCoffee Retail, Consumer Discretionary, Customer loyalty, Free Cash Flow, Global Brand, management changes, Real Estate, store expansion, Value
Mar 31, 2024Fund LettersVulcan Value Partners - Focus PlusKMX CarMax Inc. Consumer DiscretionarySpecialty Retail Bull NYSEAuto finance, cost structure, digital infrastructure, Fragmented Market, market share gains, Omnichannel, turnaround, used car retail, Wholesale
Mar 31, 2024Fund LettersVulcan Value Partners - Focus PlusLYV Live Nation Entertainment Inc. Communication ServicesEntertainment Bull NYSEArtist Management, Concert Promotion, Entertainment Services, growth, Live entertainment, market leader, Ticketing, Touring, Venue Operations
Mar 31, 2024Fund LettersSmead International Value FundROG.SW Roche Holdings Health CarePharmaceuticals Bull SIX Swiss Exchangebiotechnology, diagnostics, healthcare, pharmaceuticals, pipeline, ROE, Swiss, Value
Mar 31, 2024Fund LettersThird Avenue International Real Estate Value Fund3231.T Nomura Real Estate Holdings Real EstateReal Estate Management & Development Bull Tokyo Stock Exchangecapital allocation, cash flow growth, Corporate Governance, Japan, NAV discount, private equity, real estate development, REOC, shareholder returns, Spin-off catalyst
Mar 31, 2024Fund LettersThird Avenue International Real Estate Value Fund8923.T Tosei Corp. Real EstateReal Estate Management & Development Bull Tokyo Stock Exchangeasset management, Environmental Standards, Japan, Management alignment, NAV discount, property development, Property Manager, Real Estate Management, Revitalization, Tokyo, value creation
Mar 31, 2024Fund LettersThird Avenue Value FundHBR.L Harbour Energy plc EnergyOil, Gas & Consumable Fuels Bull London Stock Exchangeacquisition, contrarian, energy, Equity, North sea, Norway, Oil & Gas, UK, Value
Mar 31, 2024Fund LettersThird Avenue Value FundBOIG.L Bank of Ireland Group PLC FinancialsBanks Bull London Stock ExchangeBank, capital returns, consolidation, Equity, financial services, Interest rates, Ireland, Value
Mar 31, 2024Fund LettersMadison Small Cap FundHCP HashiCorp Inc Information TechnologySoftware Bull NASDAQcloud migration, Devops, Enterprise software, Equity, Infrastructure Automation, Multi Cloud, SaaS
Mar 31, 2024Fund LettersMadison Small Cap FundMWA Mueller Water Products Inc IndustrialsMachinery Bull NYSEEquity, federal funding, infrastructure spending, Monopolistic, Replacement Market, utilities, Water infrastructure
Mar 31, 2024Fund LettersMadison Small Cap FundCHRD Chord Energy Corporation EnergyOil, Gas & Consumable Fuels Bull NASDAQBakken, consolidation, E&P, energy, Equity, M&A, Oil & Gas, Shale
Mar 31, 2024Fund LettersMadison Small Cap FundCCOI Cogent Communications Holdings Inc Communication ServicesDiversified Telecommunication Services Bull NASDAQAI Traffic, Cost advantage, Equity, hyperscale, Internet Service Provider, network infrastructure, telecommunications
Mar 31, 2024Fund LettersMadison Small Cap FundCNM Core and Main Inc IndustrialsTrading Companies & Distributors Bull NYSEEquity, Industrial Distributor, infrastructure, specialty
Mar 31, 2024Fund LettersCooper Investors Global Equities Fund (Unhedged)LP Louisiana-Pacific Corporation MaterialsForest Products Bull NYSEBuilding materials, Commodity-to-Specialty, construction, Equity, homebuilding, materials, OSB, Pricing power, Siding, Sustainability, turnaround, Wood Products
Mar 31, 2024Fund LettersCooper Investors Global Equities Fund (Unhedged)AER AerCap Holdings N.V. IndustrialsTrading Companies & Distributors Bull NYSEAircraft Leasing, Asset Play, Aviation, Book Value, capital allocation, Commercial Aircraft, Equity, Industrials, Lease Rates, Supply Shortage
Mar 31, 2024Fund LettersCooper Investors Global Equities Fund (Unhedged)CME CME Group Inc FinancialsFinancial Exchanges & Data Bull NASDAQChicago, Commodities, Derivatives Exchange, Equity, financial services, Futures, FX Trading, Interest rates, Options, risk management, Stalwart, Value

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