Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
New purchase. Global snacking powerhouse...
— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz
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Other investors who've written on Mondelez
No other institutional pitches found for this ticker yet.
More institutional theses from Oakmark Global Fund
IQVIA Holdings ($IQV), representing 3.3% of the fund's net assets, is a leading global provider of advanced data analytics, clinical research services, and technology infrastructure to life sciences and biopharmaceutical enterprises. The manager holds...
DSV A/S ($DSV.CO), which accounts for 2.6% of portfolio assets, is a Danish global transport and logistics giant offering freight forwarding across road, air, sea, and contract warehousing. The manager maintains...
Meta Platforms ($META) is a new portfolio purchase representing 1.9% of fund assets. The digital advertising...