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Media
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 7, 2025 |
Sandon Capital Gabriel Radzyminski
|
View | Activism, M&A, Governance, Media | - | Activist Investing, Corporate Governance, Media, Mergers and acquisitions, small caps |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Select Fund Tony Coniaris
|
View | Technology, Media, Beverages | KDP, WBD | Beverages, M&A, Media, Streaming, technology |
| 2025 Q3 | Oct 15, 2025 |
Ariel Fund John W. Rogers
|
View | AI, Small Caps, Media | MANU, MAT, PBH, PSKY, REZI, SPHR | Artificial Intelligence, Media, small caps, Smart homes, Value rotation |
| 2025 Q3 | Oct 28, 2025 |
Harris Associates Concentrated Strategy Tony Coniaris
|
View | AI, Healthcare, Media | CRM, GOOG, IQV, KDP, MOH, WBD | Artificial Intelligence, Cloud, healthcare, Media, U.S. Equities |