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.
The Oakmark Select Fund underperformed in Q3 2025 due to its underweight tech posture, but remains highly constructive on core holdings like WBD and KDP, executing no buy or sell transactions during the period.
Full Quick Take
The Oakmark Select Fund underperformed in Q3 2025 due to its underweight tech posture, but remains highly constructive on core holdings like WBD and KDP, executing no buy or sell transactions during the period.
