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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Oakmark Global Fund | 6.0% | - | 3626.T, ADS.DE, AHT.L, AKZA.AS, ALV.DE, BAYN.DE, BDX, BMW.DE, BNP.PA, BUD, COP, DSV.CO, FI, IQV, KDP, LBRDK, LLOY.L, MOH | financials, global, healthcare, industrials, Logistics, Trade Policy, value | President Trump's Liberation Day announcement led to significant market volatility with companies perceived as more impacted by tariffs falling meaningfully while others held up better. The fund used this volatility to trim positions that performed well and buy companies where the discount to intrinsic value widened significantly. | MOH KDP BNP.PA BMW.DE AHT.L ADS.DE BDX DSV.CO |
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| 2024 Q1 | Mar 31, 2024 | Oakmark Fund- International Small Cap | 0.5% | 0.5% | 3626.T, FIE.DE, KONE.HE, STJ.L | Europe, industrials, international, Japan, small caps, value | The fund focuses on purchasing shares at discounts to intrinsic value estimates. Fielmann was purchased at a discount to intrinsic value during industry headwinds. TIS was repurchased when the stock price fell below intrinsic value after previously being sold when it reached fair value. | 3626.T FIE.DE STJ.L KCR1V.HE |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Oakmark Fund- International Small Cap | TIS Inc | Information Technology | IT Services | Bull | Tokyo Stock Exchange | capital allocation, Digitization, IT Engineering Talent Shortage, IT services, Japan, Management Quality, Structural Demand, System Integration | 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. | ||||||||