Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2023Fund LettersOakmark Global FundNVST Envista Holdings Health CareHealth Care Equipment Bull NYSEDental Products, Health Care Equipment, Manufacturer, Medical devices, small-cap, Value
Mar 31, 2023Fund LettersOakmark Global FundDICE Intercontinental Exchange FinancialsFinancial Exchanges & Data Bull NYSEcapital allocation, Data Services, Financial Exchanges, Financial infrastructure, Mortgage Technology, Value
Mar 31, 2023Fund LettersOakmark Global FundCOP ConocoPhillips EnergyOil & Gas Exploration & Production Bull NYSEenergy, Free Cash Flow, Low-cost producer, Oil & Gas E&P, production growth, value creation
Mar 31, 2023Fund LettersOakmark Global FundCOF Capital One Financial FinancialsConsumer Finance Bull NYSEbanking, consumer finance, credit cards, financials, risk management, Value
Mar 31, 2023Fund LettersOakmark Global FundCAP FP Capgemini Information TechnologyIT Consulting & Other Services Bull EPADigital transformation, Europe, High Returns on Capital, It consulting, technology, Value
Mar 31, 2023Fund LettersOakmark Global FundAIG American International Group FinancialsMulti-line Insurance Bull NYSECommercial Insurance, financials, Multi-line Insurance, spin-off, underwriting, Value
Mar 31, 2023Fund LettersOakmark Select FundFCNCA First Citizens BancShares Inc FinancialsRegional Banks Bull NASDAQCrisis Opportunity, FDIC Acquisition, insider purchases, intrinsic value, management ownership, regional banking, Regulatory Trust, Value
Mar 31, 2023Fund LettersOakmark Select FundSCHW Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bull NASDAQbanking, Discount Brokerage, FDIC Insured, Liquidity Profile, Mark-to-Market Losses, Normalized Earnings, Scale Advantages, Value
Mar 31, 2023Fund LettersRiverPark Large GrowthGRNG RingCentral, Inc. Information TechnologySoftware Bull NYSEChannel Partnerships, cloud communications, Enterprise software, PBX, recurring revenue, SaaS, UCaaS, Unified Communications
Mar 31, 2023Fund LettersRiverPark Large GrowthSCHW The Charles Schwab Corporation FinancialsCapital Markets Bull NYSEasset management, Brokerage, Cash Sorting, Discount Brokerage, Integration, net interest income, TD Ameritrade, wealth management
Mar 31, 2023Fund LettersRiverPark Large GrowthAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Incorporated Health CareHealth Care Providers & Services Bull NYSEhealthcare, Healthcare Technology, Insurance, managed care, Medicaid, Medicare, Optum, Pharmacy Benefits
Mar 31, 2023Fund LettersRiverPark Large GrowthLULU Lululemon Athletica Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NASDAQathletic apparel, e-commerce, growth, international expansion, Premium Brand, retail, vertical integration, Wellness
Mar 31, 2023Fund LettersRiverPark Long/Short Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Incorporated Health CareHealth Care Providers & Services Bull NYSEcapital returns, Defensive growth, healthcare, Healthcare Technology, Insurance, managed care, Pharmacy Benefits, vertical integration
Mar 31, 2023Fund LettersRiverPark Long/Short Opportunity FundLULU Lululemon Athletica Inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NASDAQathletic apparel, Consumer Discretionary, e-commerce, growth, international expansion, Premium Brand, retail, vertical integration
Mar 31, 2023Fund LettersVulcan Value Partners - All CapARES Ares Management Corp. FinancialsAsset Management & Custody Banks Bull New York Stock Exchangealternative asset management, AUM growth, Equity, Fee-Related Revenue, Institutional Investors, Private Credit, Private Equity Sponsors, Relationships, scale
Mar 31, 2023Fund LettersVulcan Value Partners - All CapDEEPSEEK Sealed Air Corp. MaterialsPaper & Plastic Packaging Products & Materials Bull New York Stock Exchangebrand recognition, Bubble Wrap, Cryovac, e-commerce, Equity, Food Safety, Protective Packaging, recurring revenue, switching costs
Mar 31, 2023Fund LettersVulcan Value Partners - All CapCNM Core & Main Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeAging Infrastructure, Buying Power, Distribution, Equity, Fragmented Market, Municipal, National Scale, secular tailwinds, Water infrastructure
Mar 31, 2023Fund LettersVulcan Value Partners - All CapAYI Acuity Brands Inc. IndustrialsElectrical Equipment Bull New York Stock ExchangeBuilding Management, Equity, Free Cash Flow, LED, Lighting, Manufacturing Scale, North America, Pricing power, share repurchases
Mar 31, 2023Fund LettersVulcan Value Partners - All CapACWI Curtiss-Wright Corp. IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, Defense, Equity, geopolitical, Mission-Critical, Nuclear, Sole Source, Submarines, Technical Expertise
Mar 31, 2023Fund LettersVulcan Value Partners - All CapUPS United Parcel Service Inc. IndustrialsAir Freight & Logistics Bull New York Stock ExchangeEquity, Free Cash Flow, Integrated Network, Labor Relations, Logistics, Margins, oligopoly, parcel delivery

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