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Media
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
Brennan Asset Management Patrick Brennan
|
View | AI, Media, Energy, Value, Banking | CODI, DCC.L, GLIBA, MTRO.L, NFLX, PTSB.IR, WBD | AI, Banking, energy, international, Media, special situations, value |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Global Fund Ross Glotzbach
|
View | Media, Value, Buybacks | ANGI, AVTR, BIO, CNH, CNX, DHER.DE, EXOR.MI, F, FI, GLAN.L, GRUMA.MX, IAC, JFC.PS, KHC, MAT, MGM, PHG, REGN, STLA, TIGO, UNH | Buybacks, FCF, global, Holdings, Media, Quality, value |
| 2025 Q4 | Jan 27, 2026 |
Gate City Capital Michael Melby
|
View | Media, Real Estate, Precious Metals, Coal, Fertilizers, Trucking | 1211.SR, ALCO, APP, BTU, DSP, EVC, HTLD, IPI, JAKK, MOS, TTD, XOM | Agriculture, energy, Media, Precious Metals, real estate, small caps, value |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Small-Cap Fund Ross Glotzbach
|
View | Media, Value, Real Estate, Alcohol | ALX, CLW, CNX, CUERVO.MX, ESRT, GHC, GLIBA, GRUMA.MX, MAT, PCH, RYN, SAM, SHEN, TRIP, WTM | Alcohol, Media, real estate, small cap, Telecommunications, undervalued, value |
| 2025 Q4 | Feb 4, 2026 |
AMG Yacktman Focused Fund Stephen Yacktman
|
View | AI, Media, Value, Semiconductors, Electric Vehicles, South Korea | 005380.KS, 005930.KS, 012330.KS, AAPL, CNRL.TO, FOXA, MSFT, MU, NFLX, NVDA, PEP, SCHW, UHAL, WBD | AI, Auto Parts, free cash flow, Media, semiconductors, South Korea, technology, value |
| 2025 Q4 | Jan 5, 2026 |
Sandon Capital Gabriel Radzyminski
|
View | Media, Energy Transition, Mining Services | BCI.AX, COG.AX, CYG.AX, FWD.AX, MFG.AX, QPM.AX, SWM.AX, SXL.AX | Activist, Australia, energy, Media, Mining, small caps |
| 2025 Q4 | Jan 26, 2026 |
Harris Associates Concentrated Strategy Tony Coniaris
|
View | AI, Media, Midstream, Regional Banks | CHTR, EFX, FCNCA, GOOGL, LBRDK, PAYC, TRGP, WBD | AI, Banking, Buybacks, energy, Media, Midstream, technology, value |
| 2025 Q4 | Feb 4, 2026 |
AMG Yacktman Fund Stephen Yacktman
|
View | AI, Media, Value, Semiconductors, Electric Vehicles, South Korea | 000660.KS, 005930.KS, 012330.KS, AAPL, CNQ, FOXA, GOOGL, MSFT, MU, NFLX, NVDA, PEP, PG, SCHW, UHAL, UMG.AS, VIV.PA, WBD | AI, Electric Vehicles, free cash flow, long-term, Media, semiconductors, South Korea, value |
| 2025 Q4 | Jan 13, 2026 |
Oakmark Select Fund Tony Coniaris
|
View | Media, Value, Midstream | CHTR, EFX, GLIBA, GOOGL, IQV, LBRDK, NFLX, PAYC, TRGP, WBD | large cap, M&A, Media, Midstream, undervalued, value |
| 2025 Q4 | Jan 29, 2026 |
8th Wonder Investments Daniel Bellehsen
|
View | AI, Media, Luxury, Capital Markets, Space, Vertical Software | AAPL, AMZN, CMCSA, CRM, CSU.TO, DECK, DIS, GOOGL, HEI, LYV, META, MSFT, NFLX, NVDA, PARA, RH, SKX, TOI.TO, TSLA, WBD | aerospace, AI, Leadership, Luxury, M&A, Media, software, value |
| 2025 Q4 | Feb 18, 2026 |
The Gabelli Global Content & Connectivity Fund Ashish Sinha
|
View | AI, Media, Telecom Infrastructure | 9984.T, DTEGY, GOOG, META, MILCF, MSFT, PROSF, RCI, SATS, TDS, TMUS | AI, Communication, global, Media, technology, Telecom |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Fund Ross Glotzbach
|
View | Media, Value, Buybacks | ACI, AMG, ANGI, AVTR, CNX, DINO, DIS, EXO.MI, FDX, H, IAC, KHC, MAT, MGM, PCH, PVH, PYPL, REGN, RTX, RYN | Buybacks, Cash, Defensive, Leverage, Quality, value |
| 2025 Q3 | Sep 30, 2025 |
Tactile Fund LP Dave Waters
|
View | Media | AND CN, CNRD, FUM IM | Hard assets, inflation, infrastructure, Scarcity, Tourism |
| 2025 Q1 | May 12, 2025 |
Langdon Global Smaller Companies Greg Dean
|
View | Media | DHG GR, FEVR LN, YETI | unavailable |
| 2024 Q4 | Dec 31, 2024 |
REQ Global Compounders Oddbjørn Dybvad
|
View | Media | AME, DCC LN, MTM SJ, VITB SS | CashFlow, Compounding, Culture, Decentralization, M&A |
| 2024 Q4 | Jan 30, 2025 | View | Media | AW CN, WED CN | Beverages, consumer, Margins, retail, valuation | |
| 2024 Q2 | Jul 31, 2024 |
Langdon Global Smaller Companies Greg Dean
|
View | Media | - | compensation, dilution, earnings, Governance, Incentives |
| 2024 Q1 | Mar 31, 2024 |
International Equity Value Opportunities Aileen Gan
|
View | Media | - | Concentration, Governance, Passive, risk, valuation |
| 2023 Q4 | Dec 31, 2023 |
Mondrian Global Equity Fund Aileen Gan
|
View | Media | - | Concentration, geopolitics, growth, risk, valuation |
| 2023 Q4 | Dec 31, 2023 |
International Equity Value Opportunities Aileen Gan
|
View | Media | - | earnings, geopolitics, Governance, Japan, valuation |