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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | FMI All Cap Equity | -2.0% | 11.0% | ALLE, ARMK, BJ, BKNG, BRK-B, FERG, G, GOOGL, HLI, OMC, RHI, SCHW | Diversified, long-term, Quality, ROIC, value | The fund holds Houlihan Lokey as its largest position at 4.1%, representing exposure to investment banking and financial advisory services. Charles Schwab represents another significant capital markets exposure at 4.0% of the portfolio. | OMC ALLE |
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| 2024 Q4 | Dec 31, 2024 | FMI Large Cap Equity | -4.0% | 11.0% | ALLE, ARMK, AVY, BKNG, BRK-B, CARR, FERG, GOOGL, KMX, MAS, OMC, SCHW | Franchises, large cap, Quality, ROIC, valuation, value | The fund maintains a strong orientation to low absolute and relative valuation as key to executing their investment strategy. They purchase durable business franchises selling at a discount to intrinsic value. The portfolio trades at attractive valuations with P/E ratios below market levels. | OMC ALLE |
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| 2024 Q4 | Dec 31, 2024 | FMI Small Cap Equity | -7.0% | 11.0% | ARMK, ARW, BJ, G, GTES, HAYW, HLI, HSIC, IPG, RHI, SKX, SSD | consumer, industrials, Quality, small caps, technology, value | IPG HAYW |
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| 2024 Q3 | Sep 30, 2024 | FMI Small Cap Equity | -0.8% | 10.7% | ARMK, BJ, CSL, FBIN, FN, G, HLI, HSIC, NSIT, NVDA, PLXS, SKX, SSD | consumer, industrials, Quality, small caps, technology, value | FN ARMK |
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| 2024 Q3 | Sep 30, 2024 | FMI All Cap Equity | -1.8% | 11.2% | ARMK, AVY, BJ, BKNG, BRK.B, CSL, DG, FERG, G, HLI, MAS, SCHW | Diversified, long-term, Quality, ROIC, valuation, value | Aramark operates in the $500 billion food and facilities services market with procurement advantages and defensible moat through quality, breadth, and digital capabilities. The company has a long runway to take market share from smaller operators and self-operators, with margin improvement potential from new business profitability ramp and operating leverage. | DG ARMK |
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| 2024 Q3 | Sep 30, 2024 | FMI Large Cap Equity | -4.0% | 10.5% | ARMK, AVY, BKNG, BRK-B, CARR, CSL, DG, FERG, MAS, SCHW, UL | Foodservice, large cap, Quality, Trade Down, value | Aramark represents a large player in the food and facilities services industry with procurement advantages and defensible moat through quality, breadth, and digital capabilities. The company has margin improvement potential driven by profitability ramp of new business, lagged pricing benefits, supply chain efficiencies, and operating leverage. | DG ARMK |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | FMI Small Cap Equity | Aramark | Consumer Discretionary | Diversified Consumer Services | Bull | NYSE | defensive, Facilities Management, Food Services, Margin recovery, market share gains, operating leverage, Scale Advantages, supply chain, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | FMI All Cap Equity | Aramark | Consumer Discretionary | Diversified Consumer Services | Bull | NYSE | defensive, Facilities Management, Food Services, Margin recovery, market share gains, Post-Pandemic Recovery, Scale Advantages, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | FMI Large Cap Equity | Aramark | Consumer Discretionary | Diversified Consumer Services | Bull | NYSE | defensive, Facilities Management, Food Services, Margin recovery, market share gains, operating leverage, Scale Advantages, turnaround, Value | View Pitch |
| Oct 14, 2025 | Value Investors Club | humkae848 | Aramark | Industrials | Restaurants & Food Services | Bull | NYSE | outsourcing, food services, sticky revenue, leverage reduction, Compass peer, turnaround | View Pitch |
| Aug 7, 2025 | Seeking Alpha | A. Vandendael | Aramark | Industrials | Specialty Business Services | Neutral | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Wolf Report | Aramark | Industrials | Specialty Business Services | Neutral | NYSE | — | 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 |
|---|---|---|---|---|---|---|---|---|
| Jo Taylor | Ontario Teachers' Pension Plan | $4.3B | $1.2M | 0.03% | 33,513 | +33,513 | +100.00% | 0.0118% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $370,664 | 0.00% | 10,056 | -11,816 | -54.02% | 0.0035% |
| Zach Schreiber | PointState Capital | $6.8B | $174.6M | 2.57% | 4,737,646 | +1,481,978 | +45.52% | 1.6616% |
| Israel Englander | Millennium Management LLC | $233.2B | $12.9M | 0.01% | 350,185 | +297,873 | +569.42% | 0.1228% |
| Jeremy Grantham | GMO LLC | $39.1B | $93.3M | 0.24% | 2,532,029 | -356,659 | -12.35% | 0.8881% |
| Cliff Asness | AQR Capital Management | $190.6B | $326.6M | 0.17% | 8,860,010 | +5,492,046 | +163.07% | 3.1075% |
| Tom Steyer | Farallon Capital Management | $21.2B | $344.9M | 1.63% | 9,357,046 | -8,635,358 | -47.99% | 3.2818% |