Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersOakmark Select FundIQV IQVIA Holdings Inc Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, Cro, Data Analytics, Healthcare Technology, life sciences, Pharmaceutical Services, Real-world Evidence, Value
Sep 30, 2023Fund LettersRiverPark Large GrowthSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bull NASDAQbrand portfolio, Coffee, delivery, Food Attachment, Global, Restaurants, Specialty retail, supply chain
Sep 30, 2023Fund LettersRiverPark Large GrowthPEP PepsiCo Inc Consumer StaplesSoft Drinks Bull NASDAQBeverages, cash flow growth, consumer staples, defensive, dividend, Global Brands, margin expansion, Snacks
Sep 30, 2023Fund LettersRiverPark Large GrowthIMCD NA McDonald's Corporation Consumer DiscretionaryRestaurants Bull NYSEcash generation, defensive, dividend, franchise, Global, Restaurants, same-store sales, Value
Sep 30, 2023Fund LettersRiverPark Large GrowthCLMT Lockheed Martin Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, backlog, Defense, dividend, F-35, government contracts, Military, Share Buybacks
Sep 30, 2023Fund LettersRiverPark Large GrowthALLY Eli Lilly and Company Health CarePharmaceuticals Bull NYSEAlzheimer’s, Biotech, Diabetes, Franchise Products, Global, Obesity, Oncology, pharmaceuticals, pipeline
Sep 30, 2023Fund LettersRiverPark Large GrowthEQIX Equinix Inc Real EstateSpecialized REITs Bull NASDAQcloud, Colocation, data centers, digital infrastructure, Global, Interconnection, network infrastructure, REIT
Sep 30, 2023Fund LettersSouthernSun SMID CapALDAR.AD Darling Ingredients Inc. MaterialsChemicals Bull NYSEindustry consolidation, low valuation, renewable energy, Sustainable aviation fuel, sustainable products, vertical integration, Waste-to-Energy
Sep 30, 2023Fund LettersSouthernSun SMID CapABDY.L Dycom Industries, Inc. IndustrialsConstruction & Engineering Bull NYSEBEAD Program, Construction services, Fiber networks, Fiber Penetration, government funding, margin expansion, telecommunications infrastructure
Sep 30, 2023Fund LettersSouthernSun SMID CapAER|AWI|MUSA|NEU|SAIA|WTM Murphy USA, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEconvenience stores, Fuel Retail, industry consolidation, Low-Cost Model, Same-Store Growth, share repurchases, Walmart Outparcels
Sep 30, 2023Fund LettersSouthernSun SMID CapSAM Boston Beer Company, Inc. Consumer StaplesBrewers Bull NASDAQalcoholic beverages, brand portfolio, Brewers, debt-free, Hard Seltzer, Manufacturing efficiency, share repurchases
Sep 30, 2023Fund LettersThe Sound Shore FundTEVA Teva Pharmaceutical Industries Ltd Health CarePharmaceuticals Bull NYSEGeneric Drugs, Neurological, Oncology, pharmaceuticals, pipeline, Respiratory, Specialty Drugs, turnaround
Sep 30, 2023Fund LettersThe Sound Shore FundCEG Constellation Energy Corp UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQBaseload Power, Carbon-Free, clean energy, Inflation Reduction Act, Nuclear Power, premium pricing, spinoff
Sep 30, 2023Fund LettersThe Sound Shore FundBOAVSTB BZ Vistra Corp UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEacquisition, Diversified Fuel, electricity generation, Free Cash Flow, Independent Power Producer, Low cost, Texas
Sep 30, 2023Fund LettersThe Sound Shore FundGEHC GE Healthcare Technologies Inc Health CareHealth Care Equipment Bull NASDAQChina exposure, contrarian, Healthcare Equipment, medical imaging, spinoff, Value
Sep 30, 2023Fund LettersWasatch Small Cap Growth StrategySHAK Shake Shack, Inc. Consumer DiscretionaryRestaurants Bull NYSEbrand loyalty, Fast casual, international expansion, Management Turnaround, Post-Pandemic Recovery, Premium Burgers, Restaurant Chain
Sep 30, 2023Fund LettersWasatch Small Cap Growth StrategyFIVE Five Below, Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQdiscount retail, Holiday Shopping, Specialty retail, store expansion, Teen Demographics, Theft Prevention, Value Pricing
Sep 30, 2023Fund LettersWasatch Small Cap Growth StrategySILK Silk Road Medical, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQCarotid Artery, Clinical Outcomes, CMS reimbursement, Medical devices, Standard of Care, TCAR Procedure, Vascular Surgery
Sep 30, 2023Fund LettersWasatch Small Cap Growth StrategyASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN Inspire Medical Systems, Inc. Health CareHealth Care Equipment & Supplies Bull NYSEGLP-1 Impact, Healthcare Equipment, medical technology, Minimally Invasive, Patient Throughput, sleep apnea, Surgical Procedures
Sep 30, 2023Fund LettersWasatch Small Cap Growth StrategyHQY HealthEquity, Inc. FinancialsAsset Management & Custody Banks Bull NASDAQasset management, Cash management, Employer Benefits, financial services, Health Savings Accounts, interest rate sensitivity, Return to Office

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