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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| 2024 Q4 | Dec 31, 2024 | Third Avenue Real Estate Value Fund | 0.4% | 14.1% | AC FP, BKG LN, BYG LN, FMCC | - | View | ||
| 2025 Q3 | Oct 21, 2025 | Third Avenue Real Estate Value Fund | 6.7% | - | AC FP, SKY, UTG LN | Affordable Housing, Discount Valuation, Hotel Franchising, Structural Shift, UK Real Estate | The fund identifies bifurcation in global property markets, emphasizing affordable housing producers like Champion Homes as structural beneficiaries of U.S. housing undersupply. It expands exposure to discounted U.K. real estate via Unite Group and adds Accor in Europe to capture the secular shift toward hotel franchise and management models. The letter underscores selective positioning in quality global property platforms trading below intrinsic value. | UTG CHMP ACCOR UTG CHMP AC ROG BOISE DBK OR HBR LUN CS |
View |
| 2024 Q3 | Sep 30, 2024 | Artisan International Fund | 5.9% | 14.6% | 4091 JP, 4568 JP, 4578 JP, 7182 JP, 8316 JP, AC FP, AER, AI FP, ARGX, DB, MRO LN, NGG, TEMN SW, WIZZ LN | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Third Avenue Real Estate Value Fund | 15.7% | 0.0% | AC FP, LEN, WCC | - | View | ||
| 2023 Q1 | Apr 20, 2023 | Longleaf Partners International Fund | 11.2% | 10.4% | AC FP, KER AV, RITN GR, TIGO | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Longleaf Partners International Fund | 11.2% | 10.4% | 200 HK, 39A GR, 3G3B GR, AC FP, DHE GR, DOM LN, EXO NA, FFX GR, GLB LN, PFD LN | - | 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 |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||