Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2026Fund LettersBrandes Small Cap Value FundMHK Mohawk Industries Inc Furnishings, Fixtures & AppliancesBuilding Products Bull New York Stock ExchangeBuilding Products, capital allocation, Cyclical, Flooring, Free Cash Flow, manufacturing, Scale Advantages, turnaround, Value
Mar 31, 2026Fund LettersOakmark Global FundSAP SAP Software - ApplicationSoftware Bull New York Stock ExchangeAI, cloud migration, Enterprise software, ERP, Germany, recurring revenue, SaaS, Value
Mar 31, 2026Fund LettersOakmark Global FundNFLX Netflix EntertainmentEntertainment Bull NASDAQContent, entertainment, growth, media, Streaming, Subscription, Value
Mar 31, 2026Fund LettersOakmark Global Fund6965.T Hamamatsu Photonics Electronic ComponentsElectronic Equipment, Instruments & Components Bull New York Stock ExchangeCyclical, Japan, Optical sensors, Photonics, semiconductors, technology, Value
Mar 31, 2026Fund LettersOakmark Global FundCPG.L Compass Group RestaurantsHotels, Restaurants & Leisure Bull New York Stock Exchangedefensive, Education, Foodservice, healthcare, Outsourcing, recurring revenue, UK, Value
Mar 31, 2026Fund LettersOakmark Global FundDSY.PA Dassault Systèmes Software - ApplicationSoftware Bull Euronext Stock Exchange3D simulation, AI, CAD, Enterprise software, france, Software, turnaround, Value
Mar 31, 2026Fund LettersOakmark Global Fund005930.KS Samsung Electronics Consumer ElectronicsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, growth, memory chips, semiconductors, South Korea, technology
Mar 31, 2026Fund LettersOakmark Global Select FundCRM Salesforce Software - ApplicationSoftware Bull New York Stock ExchangeArtificial Intelligence, Cloud computing, CRM Software, Enterprise software, margin expansion, Operating Discipline, SaaS
Mar 31, 2026Fund LettersOakmark Global Select FundCPG.L Compass Group RestaurantsHotels, Restaurants & Leisure Bull London Stock ExchangeContract Foodservice, decentralized model, market leader, operational excellence, Outsourcing, post-COVID recovery, recurring revenue
Mar 31, 2026Fund LettersOakmark Global Select FundIQV IQVIA Holdings Diagnostics & ResearchLife Sciences Tools & Services Bull New York Stock ExchangeArtificial Intelligence, Clinical research, Healthcare services, life sciences, Long-cycle Business, proprietary data, regulatory compliance
Mar 31, 2026Fund LettersOakmark Global Select FundCOP ConocoPhillips Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock Exchangecapital allocation, commodity prices, energy, geopolitical, Independent E&P, oil and gas, Upstream
Mar 31, 2026Fund LettersHeartland Value FundXRN Chiron Real Estate REIT - Healthcare FacilitiesHealth Care REITs Bull New York Stock Exchangehealthcare REIT, insider buying, Management Turnaround, Medical Real Estate, NAV discount, Outpatient Facilities, share repurchase, Value Realization
Mar 31, 2026Fund LettersHeartland Value FundIIIV i3 Verticals Inc Software - InfrastructureData Processing & Outsourced Services Bull NASDAQAI disruption, Embedded Software, Enterprise software, Municipal Contracts, Niche Verticals, Payment systems, public sector, Sticky Customers
Mar 31, 2026Fund LettersHeartland Value FundALGT Allegiant Travel Company AirlinesAirlines Bull NASDAQAirlines, capital allocation, Energy Sensitivity, Leisure Travel, Management Quality, niche market, turnaround, Ultra Low-Cost Carrier
Mar 31, 2026Fund LettersAVI Global TrustVIV.PA Vivendi EntertainmentEntertainment Bull Euronext Stock ExchangeBolloré, capital allocation, Catalogue Investments, discount to NAV, Media Conglomerate, Music rights, Music streaming, Pershing Square, Royalty Advances, takeover target, UMG, value unlock
Mar 31, 2026Fund LettersAVI Global TrustNWSA News Corp A EntertainmentPublishing Bull NASDAQAI disruption, Data Services, EBITDA growth, media, Professional Information, Publishing, Risk & Compliance, value unlock, Workflow Integration
Mar 31, 2026Fund LettersHeartland Value Plus FundSF Stifel Financial Corp Capital MarketsCapital Markets Bull New York Stock ExchangeAdvisor Satisfaction, AI efficiency, Capital markets, EPS growth, financial services, organic growth, Value, wealth management
Mar 31, 2026Fund LettersHeartland Value Plus FundWH Wyndham Hotels & Resorts LodgingHotels, Restaurants & Leisure Bull New York Stock Exchangecapital allocation, Consumer Discretionary, dividend, economic recovery, Franchising, Hotels, Share Buybacks, Value
Mar 31, 2026Fund LettersHeartland Value Plus FundSIMO Silicon Motion Technology Corporation SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQArbitration Settlement, data centers, hyperscalers, margin expansion, Memory Components, semiconductors, turnaround, Value
Mar 31, 2026Fund LettersAkre Focus FundBN Brookfield Corporation Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternative Asset Manager, Diversified Platform, infrastructure, Minimal Software Exposure, private equity, Real Estate, Renewable Power

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