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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Longleaf Partners International Fund | 14.9% | 15.7% | 035420 KS, 6045 JP, CAN LN, ENT LN, ERF FP, GLB ID, MLCO, PHG, TWE AU | fundamentals, International Equities, Quality, valuation, volatility | The letter stresses bottom-up fundamental investing amid macro volatility and geopolitical noise. Management highlights competitively advantaged international businesses delivering strong operational results. Long-term value realization is expected as fundamentals reassert over macro narratives. | 6045 JP TWE AU PHG 035420 KS ENT LN MLCO CAN LN GLB ID |
View |
| 2024 Q1 | May 7, 2024 | Longleaf Partners International Fund | 11.2% | 10.4% | 035420 KS, 6BE GR, AC FP, GLB LN, HDB, LXS GR | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Harding Loevner Emerging Markets Equity | 12.2% | 11.6% | 002050 CH, 035420 KS, 1476 TT, ABEV, EPAM, TCS IN | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Longleaf Partners International Fund | -11.2% | -2.0% | 035420 KS, 6676 JP, 6BE GR, AC FP, DHER, DOM LN, ERF FP, GLB LN, PFD LN, PRX NA, TIGO, VIV FP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | Fund Letters | Maria Lernerman | Naver Corporation | Communication Services | Interactive Media & Services | Bull | New York Stock Exchange | advertising, AI, ecommerce, monetization, valuation | View Pitch |
| Jan 8, 2026 | Fund Letters | Mason Hawkins | Naver Corp. | Communication Services | Interactive Media & Services | Bull | New York Stock Exchange | AI, Discipline, ecommerce, Search, valuation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||