Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersConestoga Mid Cap CompositeCSWI CSW Industries, Inc. IndustrialsIndustrial Machinery Bull NASDAQEarnings Compounder, high margins, HVAC, Industrial, Maintenance, Niche Products, Repair, Residential, Return on Investment, Value-added products
Sep 30, 2023Fund LettersConestoga SMid Cap CompositeNSTG Nanostring Technologies, Inc. Health CareLife Sciences Tools & Services Bear NASDAQconvertible debt, Life Sciences Tools, Patent Litigation, profitability challenges, Single-Cell, Spatial Biology
Sep 30, 2023Fund LettersConestoga SMid Cap CompositeAD8 AU|ARB AU|BAP AU|CAT AU|DHG AU|PME AU|PNI AU|RDX AU|TNE AU Definitive Healthcare Corp. TechnologyApplication Software Bull NASDAQArtificial Intelligence, Commercial Intelligence, Data Analytics, healthcare software, Healthcare Technology, SaaS
Sep 30, 2023Fund LettersConestoga SMid Cap CompositeOMCL Omnicell, Inc. Health CareHealth Care Technology Bear NASDAQbusiness transformation, Healthcare Technology, Hospital Spending, Medication Management, recurring revenue, Software Transition
Sep 30, 2023Fund LettersConestoga SMid Cap CompositeCSWI CSW Industries, Inc. IndustrialsIndustrial Machinery Bull NASDAQdefensive, Earnings Compounder, HVAC, Industrial, M&A, Maintenance, Niche markets, Repair
Sep 30, 2023Fund LettersDiamond Hill Small Cap FundLAS/A CN|MLR|MNRO|NGS|WHGLY|WLY Miller Industries IndustrialsMachinery Bull NYSEdistribution network, dividend, Equity, Industrials, machinery, market leader, Towing Equipment
Sep 30, 2023Fund LettersDiamond Hill Small Cap FundADCO Ducommun Incorporated IndustrialsAerospace & Defense Bull NYSEAerospace & Defense, Defense Contractor, Electronic Systems, Equity, Industrials, M&A, Tier 1 Supplier
Sep 30, 2023Fund LettersDiamond Hill Small Cap FundCALM Cal-Maine Foods Consumer StaplesFood Products Bull NASDAQCage-free, consumer staples, Equity, Food Products, Proposition 12, Regulatory, specialty eggs
Sep 30, 2023Fund LettersDiamond Hill Small Cap FundCIVI Civitas Resources EnergyOil, Gas & Consumable Fuels Bull NYSEacquisition, DJ Basin, energy, Equity, oil and gas, OPEC, Permian Basin
Sep 30, 2023Fund LettersL1 Capital Long Short FundWOR.AX Worley Limited EnergyOil, Gas & Consumable Fuels Bull ASXAustralia, energy transition, Engineering services, Equity, Green Energy, Oil & Gas, Project Management
Sep 30, 2023Fund LettersL1 Capital Long Short FundJHX.AX James Hardie Industries plc MaterialsConstruction Materials Bull ASXAustralia, Building materials, construction, Equity, fiber cement, Housing, Margins
Sep 30, 2023Fund LettersL1 Capital Long Short FundSVW.AX Seven Group Holdings Limited IndustrialsIndustrial Conglomerates Bull ASXAustralia, Boral, construction, Equity, industrial services, infrastructure, Mining equipment
Sep 30, 2023Fund LettersL1 Capital Long Short FundCVE.TO Cenovus Energy Inc EnergyOil, Gas & Consumable Fuels Bull TSXCanada, energy, Equity, Free Cash Flow, Oil sands, refining, Share Buybacks
Sep 30, 2023Fund LettersL1 Capital Long Short FundSTO.AX Santos Limited EnergyOil, Gas & Consumable Fuels Bull ASXAustralia, demerger, energy, Equity, LNG, Oil & Gas, Value
Sep 30, 2023Fund LettersOakmark FundCVS CVS Health Health CareHealth Care Services Bull NYSEFree Cash Flow, Healthcare Conglomerate, Legislative Concerns, managed care, market leader, Medicare Advantage, Pharmacy Benefits, Retail Pharmacy
Sep 30, 2023Fund LettersOakmark FundCSCO Cisco Systems Information TechnologyCommunications Equipment Bull NASDAQIT infrastructure, Networking, recurring revenue, Security, Software Transition, Splunk Acquisition, Technology leader, Trough Valuation
Sep 30, 2023Fund LettersOakmark FundDIPSX Phillips 66 EnergyOil & Gas Refining & Marketing Bull NYSEcash flow, Downstream, energy infrastructure, integrated energy, midstream, Normalized Earnings, refining, shareholder returns
Sep 30, 2023Fund LettersOakmark FundCNC Centene Corporation Health CareManaged Health Care Bull NYSEGovernment Programs, Healthcare Insurance, managed care, Market Share Leader, Medicaid, Medicare Advantage, secular tailwinds, turnaround
Sep 30, 2023Fund LettersOakmark FundCTVA Corteva Inc. MaterialsFertilizers & Agricultural Chemicals Bull NYSEagriculture, barriers to entry, commodity prices, Crop protection, Defensible Business, Inventory Destocking, R&D pipeline, Seeds
Sep 30, 2023Fund LettersOakmark FundDHR Danaher Corporation Health CareLife Sciences Tools & Services Bull NYSEcapital allocation, Channel Destocking, COVID Recovery, diagnostics, Discount Valuation, Healthcare Tools, life sciences

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