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Auto Parts
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 |
Heartland Value Plus Fund Bradford Evans
|
View | Value, Dividends, Small Caps, Buybacks, Auto Parts | BRC, MTRN, PBH, PHIN | Auto Parts, Buybacks, Capital Allocation, dividends, earnings, Rate Cuts, small caps, value |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Fund- International Small Cap David G. Herro
|
View | Semiconductors, Medical Devices, Industrial Services, Auto Parts, Casinos | 1128.HK, 4613.T, 6951.T, 6965.T, AMP.MI, ATE.PA, AZM.MI, BAKKA.OL, HAS.L, JDEP.AS, LXS.DE, RBT.PA, VALMT.HE | Asia, Cyclical Recovery, Engineering Services, Europe, Medical Devices, small caps, value |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Fund William C. Nygren
|
View | Semiconductors, Medical Devices, Industrial Services, Auto Parts, Casinos | 1128.HK, 4613.T, 6951.T, 6965.T, AMP.MI, ATE.PA, AZM.MI, BAKKA.OL, HAS.L, JDEP.AS, LXS.DE, RBT.PA, VALMT.HE | Asia, Cyclical Recovery, Engineering Services, Europe, Medical Devices, small caps, value |