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Contract Manufacturing
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 3, 2026 |
The Sound Shore Fund Harry Burn
|
View | Healthcare, Value, Defense, Contract Manufacturing | C, COF, FLEX, GM, HII, LUV, MSFT, PVH, PYPL, REGN, TEVA, TMO, TXN, WBD | defense, earnings, healthcare, Manufacturing, Transformation, undervalued, value |