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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 | Apr 19, 2024 | Andvari Associates | 0.0% | 20.3% | AMT, BUD, CSGP, IWM, MA, MO, SPY, WEA | dividends, Quality, rates, real estate, Tobacco, value | CoStar Group is investing $1 billion into Homes.com to compete against Zillow in residential real estate. The National Association of Realtors settlement could provide a tailwind by changing commission structures that favor Homes.com's seller-focused business model over buyer-focused portals. | MO WEA CSGP KPG.AX |
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| 2025 Q1 | Mar 31, 2025 | The Davenport Value & Income Fund | 3.8% | 3.8% | AVY, BAM, BMY, BRK.B, BUD, CMCSA, CVX, ELV, FDX, HP, HSY, JNJ, LHX, NEE, NSC, ORCL, PM, SNY, STZ, UPS | Buybacks, Consumer Staples, Defensive, dividends, healthcare, value | Sixteen of DVIPX's holdings raised their dividends during the quarter, led by double-digit percentage increases at Walmart, Brookfield Corp, and others. The average DVIPX constituent has raised its dividend 8% year-over-year, which exceeds the S&P 500's 6%. The Fund is both higher yielding and possesses higher dividend growth than the benchmarks. | View | |
| 2025 Q1 | Mar 31, 2025 | Dodge & Cox Stock Fund | 3.5% | 3.5% | AMZN, AVTR, BUD, CHTR, CVS, FDX, FI, GILD, GOOGL, JCI, MET, RTX, SCHW, SNY, WFC | contrarian, financials, healthcare, industrials, tariffs, value, volatility | The fund trades at only 14.1 times forward earnings compared to 20.9 times for the S&P 500, representing a significant discount to the broader market. The valuation disparity between value and growth stocks narrowed during the quarter, with value outperforming growth substantially. | View | |
| 2024 Q4 | Dec 31, 2024 | Artisan International Fund | - | 10.6% | 2579.T, 4091.T, AER, AI.PA, AMZN, AON, ARGX, AZN, BA.L, BUD, FLTR, LIN, MRO.L, NG.L, NVO, RHM.DE, SHOP, UCB.BR, UCG.MI | Biotechnology, Cloud, defense, Energy Transition, healthcare, Industrial Gases, international, value | Healthcare holdings delivered robust performance with UCB's Bimzelx approval for chronic inflammatory skin conditions adding $1.8 billion in peak sales potential. Argenx advanced VYVGART to phase 3 trials for myositis treatment, potentially adding $2 billion to peak sales. The VYVGART franchise grew 20% with total peak sales projected to exceed $10 billion. | View | |
| 2024 Q4 | Dec 31, 2024 | Dodge & Cox Stock Fund | -1.5% | 14.5% | AMZN, AVTR, BUD, CHTR, CVS, FDX, FI, GILD, GOOGL, JCI, MET, RTX, SCHW, SNY, WFC | contrarian, financials, healthcare, industrials, large cap, value | The fund trades at only 14.1 times forward earnings compared to 20.9 times for the S&P 500 and 17.2 times for the Russell 1000 Value. The valuation disparity between value and growth stocks narrowed during the quarter, with value outperforming growth substantially. | View | |
| 2024 Q2 | Jul 15, 2024 | Bengal Capital | 4.0% | 105.0% | BAMM, BUD, GDNSF, GRUSF, GTI, SAM, XSF.TO | Cannabis, Capital markets, growth, MSOs, undervalued, value | The fund focuses exclusively on cannabis investments, holding positions in Grown Rogue, XS Financial, Goodness Growth, and Body and Mind. The manager argues that cannabis is not truly high growth but rather rapid absorption of illicit markets by regulated markets, with consistent patterns of increased units and decreased prices. | 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. | ||||||||