Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Harris Oakmark U.S. Concentrated Strategy outperformed its benchmark in Q4 2025 with an 8.36% net return, initiating a new position in Targa Resources and completely exiting Charter Communications and Liberty Broadband.
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Harris Oakmark U.S. Concentrated Strategy outperformed its benchmark in Q4 2025 with an 8.36% net return, initiating a new position in Targa Resources and completely exiting Charter Communications and Liberty Broadband.
The Fund returned 7.46% in Q3, trailing the index due to a speculative, lower-quality stock rally, but remains well ahead YTD (+13.77%) due to its strict focus on highly resilient quality compounders.
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The Fund returned 7.46% in Q3, trailing the index due to a speculative, lower-quality stock rally, but remains well ahead YTD (+13.77%) due to its strict focus on highly resilient quality compounders.
