AKZA.AS Archives

Letters With This Ticker

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	View
2024 Q3	Sep 30, 2024	Oakmark Global Fund	7.5%	0.0%	005930.KS, 3739.T, AKZA.AS, BABA, BAYN.DE, CSCO, DEO, GOOGL, KER.PA, SAP, SJP.L, TPK.L	Coatings, financials, global, healthcare, Luxury, technology, value	Kering faced challenges as revenue trends deteriorated in the final weeks of Q2 2024, with store traffic hurt by lack of new client recruitment amplified by challenging macro environment, particularly in China. Despite new Gucci Creative Director's collections resonating with existing customers, the company issued weak guidance for remainder of 2024.	9751.T DGE.L AKZA.AS KER.PA SJP.L	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Oakmark Global Fund	Akzo Nobel	Materials	Specialty Chemicals	Bull	Euronext Amsterdam	Coatings, Industrial Efficiency, Margin recovery, Netherlands, Paints, Pricing power, specialty chemicals, Value	View Pitch

BSD Shareholders of AKZA-AS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

AKZA-AS

AKZA-AS

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of AKZA-AS

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