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Distribution
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 10, 2025 |
Oakmark International Fund David G. Herro
|
View | Cloud, Luxury, Distribution, Medical Devices, Ag Equipment, Testing & Inspection | 035420.KS, AMS.L, BABA, BNZL.L, CNHI, DSV.CO, DSY.PA, EDEN.PA, FMX, GLEN.L, HEXA-B.ST, ITRK.L, KER.PA, LLOY.L, OTEX, SHL.DE, SIE.DE, SMIN.L, SN.L, UHR.SW | Cyclical, Distribution, Europe, healthcare, international, Luxury, technology, value |
| 2025 Q3 | Dec 23, 2025 |
Bonhoeffer Capital Management Keith Smith
|
View | Value, Insurance, Distribution, Consolidation, Community Banks | ABG, BLDR, CZBS, FERREYCORP, FFBC, FFH.TO, FTT.TO, LOTTE, MRZTY, MSBC, NBN, OTOEL.AT, TVK.TO, UBAB | Acquisitions, banks, Consolidation, Distribution, Float, insurance, ROE, value |