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Equity Research Database
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.
Toy, media and consumer product company Mattel declined in the quarter after management said at a conference in mid-September that guidance would be more back-end weighted for 2026. The real news...
— Ross Glotzbach
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Other investors who've written on Mattel, Inc.
Mattel is a global toy, entertainment, and consumer products enterprise that owns iconic intellectual property franchises including Barbie, Hot Wheels, and Fisher-Price. Mattel represents 6.4%...
Mattel is a premier global toy, entertainment, and consumer brand company owning marquee franchises such as Barbie and Hot Wheels, making up 7.4% of fund holdings. The manager is...
Children's toy, media, and consumer products creator Mattel was a detractor in the quarter.
More institutional theses from Longleaf Partners Global Fund
Rayonier ($RYN), representing 7.2% of the fund's portfolio, is a leading real estate investment trust specializing in timberland management, real estate development, and natural resource conservation across the United States and New Zealand. The manager maintains...
Regeneron Pharmaceuticals ($REGN), representing 4.7% of the fund's portfolio, is a leading biotechnology company that discovers, invents, and commercializes innovative medicines for serious diseases. The manager maintains...
Abbott Laboratories ($ABT) is a globally diversified healthcare company operating across medical devices, diagnostics, branded generic pharmaceuticals, and nutritional products. The manager established...