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Food
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 13, 2026 |
Oakmark Global Fund David G. Herro
|
View | Semiconductors, E-commerce, Food | 005930.KS, BABA, CHTR, CNHI, DSV.CO, GM, IQV, IT, MBG.DE, MDLZ | consumer, global, healthcare, Performance, semiconductors, technology, value |
| 2025 Q3 | Oct 9, 2025 |
Heartland Value Fund Will Nasgovitz
|
View | Turnaround, Value, Small Caps, M&A, Food | CVGW, PBPB, XRAY | Food, Mergers and acquisitions, small caps, turnaround, Value Investing |