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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 25, 2025 | Lyrical Asset Management | 12.7% | 11.9% | AAPL, AIZ, AMZN, CNC, CPAY, EXPE, FLEX, GOOGL, GPN, HCA, JCI, META, MSFT, NRG, NVDA, SU, TSLA, UBER, URI, WEX | growth, international, Outperformance, stock selection, valuation, value | Lyrical maintains an uncommon combination of deep value and growth, with S&P 500 forward P/E 73% higher than Lyrical's CS composite despite higher growth profile. The firm attributes outperformance to idiosyncratic stock selection in a difficult environment where only 29% of S&P 500 constituents outperformed. | View | |
| 2025 Q2 | Jul 11, 2025 | Heartland Mid Cap Value Fund | -0.2% | 0.5% | CNC, DHI, LRCX | AI, cyclicals, fundamentals, Homebuilders, mid cap, Quality, semiconductors, value | The market's ongoing fixation with AI and growing optimism surrounding the AI boom have helped power large- and mid-cap growth stocks to new highs regardless of business model quality or valuation. The managers believe AI is a disruptive technology, but many current perceived winners could fail to live up to the hype, similar to other disruptive technologies like the internal combustion engine and the internet. | CNC LRCX DHI HUBB EG |
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| 2025 Q2 | Jun 30, 2025 | Oakmark Select Fund | 4.2% | - | ABNB, CNC, COF, COP, CRL, CRM, FCNCA, GOOGL, ICLR, IQV, KDP, PAYC, SCHW | financials, healthcare, Opportunistic, technology, value, volatility | Alphabet continues substantial AI investments across business units with potential payoff remaining underappreciated by the market. The company is improving margins while making these investments, suggesting efficient capital allocation in AI development. | CRM ICLR CRL IQV GOOGL |
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| 2026 Q1 | May 13, 2026 | Kopernik Global All-Cap Fund | 6.9% | 6.9% | 0001.HK, 030200 KS, 1605.T, 1662.T, CNC, CVE.TO, DRW3.DE, GLEN.L, IVN.TO, KAP, NAK, NTR, PBR, PDN.AX, RGLD, RRC, RYN, SDF.DE, SDR.L, VALE | commodities, energy, global, materials, Timber, value | View | ||
| 2024 Q1 | Apr 15, 2024 | Oakmark Global Select Fund | 8.8% | 0.0% | CBRE, CHTR, CNC, DHR, FI, IQV, RKT.L, SAP | Consumer Products, global, healthcare, payments, Telecommunications, value | The fund invested in IQVIA Holdings, benefiting from biotech funding fears creating attractive valuations in life sciences. IQVIA is positioned to benefit from advanced therapeutics and personalized medicine trends through decentralized clinical trials and digital capabilities. The company also provides real-world evidence solutions for regulatory and reimbursement mandates. | CNC IQV RKT.L |
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| 2024 Q1 | Apr 15, 2024 | Oakmark Global Fund | 7.5% | 0.0% | BAYN.DE, CHTR, CNC, CRBG, CRM, DHR, DTG.DE, GM, MBG.DE, STJ.L | Autos, Europe, global, healthcare, value | Daimler Truck Holding was a top contributor with strong Q4 results and 2024 margin guidance exceeding expectations. Management's decisive actions improved pricing, service penetration, and cost flexibility, with Mercedes-Benz segment increasing adjusted EBIT margin from less than 1% in 2019 to over 10% last year. | CNC STJ.L DTG.DE |
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| 2024 Q1 | Apr 15, 2024 | The Sound Shore Fund | 6.7% | 21.1% | BBWI, BKR, BRK-B, CAH, CNC, COF, ELV, FIS, GEHC, GM, HOLX, KHC, KMI, KR, LEN, MRK, OGN, PFE, PRGO, PVH, TEVA, TTE, WFC, WTW | Adaptability, contrarian, energy, large cap, Utilities, value | Sound Shore's contrarian investment process focuses on the adaptability and sustainability of company business models. The fund seeks companies that can best adapt and adjust to changing environments, as exemplified by holdings like Vistra and Constellation Energy that prepared their assets for dynamic markets while maintaining strong balance sheets. | AYI TEVA CEG VST |
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| 2025 Q1 | Mar 31, 2025 | Carmignac Patrimoine | 1.5% | 1.5% | ANET, APH, CNC, GOOGL, MELI, NVDA, NVO, TSM | AI, Bonds, equities, Europe, gold, inflation, technology, US | The fund benefited from ongoing enthusiasm around artificial intelligence, sustained by significant investments from hyperscalers, robust corporate earnings, and a surge in deals and partnerships across infrastructure and cloud computing sectors. The fund maintains targeted diversification within the technology sector covering the entire AI value chain across geographical zones and capitalisation segments. | View | |
| 2025 Q4 | Feb 10, 2026 | Kopernik Global All-Cap Fund | 8.0% | 64.8% | 015760.KS, 3690.HK, BHP, CMCSA, CNC, CVE.TO, GLEN.L, Gold, MOH, NAK, NG, PDN.AX, RGLD, RRC, SDF.DE, SEA.TO, SQM, TPK.L, TWE.AX, VALE | diversification, global, materials, Mining, Precious Metals, undervaluation, value | Gold prices rose 65% in 2025, with precious metals miners performing strongly. The fund trimmed gold positions significantly from 15% to 9% of the portfolio due to strong performance, rolling gains into platinum and industrial metals where more upside is seen. Platinum group metals producers were among the largest contributors for the second consecutive quarter. South African companies Valterra and Impala had strong returns of 20.7% and 26.4% respectively, with substantial upside potential remaining relative to risk-adjusted intrinsic value estimates. After over a decade of underperformance, value stocks had a strong fourth quarter with Russell 1000 Value up 3.3% versus 1.2% for growth. The manager believes the market is beginning to recognize value, emphasizing buying good companies for less than they are worth. Conglomerates performed well with Cresud up 48.7% and LG Corp up 9.1%. The manager notes conglomerates are complex and difficult to analyze, frequently ignored by the market, providing significant opportunities for fundamental bottom-up analysis. | IMP SJ VAL SJ |
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| 2024 Q4 | Dec 31, 2024 | Oakmark Fund- International Small Cap | 2.0% | 16.0% | ABNB, CE, CG, CNC, CRM, DIS, EBAY, ELV, GEHC, GM, GS, HLT, IQV, KDP, MO, PHM, TFC, WFC | Banking, Buybacks, financials, healthcare, large cap, Quality, technology, value | The fund focuses on investing in high-quality businesses at attractive prices despite broad market valuations being above historic averages. The wide spread in valuation multiples provides opportunities for superior future returns with a margin of safety. | KDP GEHC ELV CG ABNB CNC WFC |
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| 2024 Q4 | Dec 31, 2024 | Oakmark Global Select Fund | -5.0% | 4.7% | 005930.KS, BAC, BAYRY, CNC, COF, DEO, ELV, FI, GOOGL, IQV, SCHW | Beverages, consumer, financials, global, healthcare, regulation, value | The fund holds multiple financial services companies including Capital One Financial, Charles Schwab, and Elevance Health. Capital One benefited from improved credit outlook and post-election optimism about looser regulations. Schwab faces temporary headwinds from deposit outflows but offers long-term value through its scale advantages. | ELV DEO SCHW BAYRY COF |
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| 2024 Q4 | Dec 31, 2024 | Oakmark Global Fund | -5.8% | 2.5% | A, BAYRY, BDX, CAP.PA, CNC, COF, DSV.CO, DTG.DE, ELV, GM, GOOGL, IPG, MTN | consumer discretionary, Europe, financials, global, healthcare, Restructuring, value | The industry faces headwinds due to mismatches between reimbursement rates and medical costs, but this is expected to prove transitory. Changes to pricing and plan designs will help realign profit trends over time, though a return to normal profitability will take a few years. | MTN ELV DSV.CO BDX BAYRY COF |
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| 2024 Q4 | Dec 31, 2024 | Oakmark Select Fund | 6.0% | 14.2% | ABNB, CNC, COP, CRM, EFX, FCNCA, FI, IQV, KDP, PAYC, PSX, WFC | energy, financials, healthcare, large cap, Quality, technology, value | The fund focuses on investing in high-quality businesses at attractive prices with wide spreads in valuation multiples providing opportunities. They believe this approach provides both margin of safety and potential for superior future returns despite broad market valuations being above historic averages. | KDP EFX ABNB IQV PAYC |
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| 2025 Q3 | Nov 3, 2025 | Fairtree Global Equity Fund | 8.9% | - | 005930.KS, AAPL, AMZN, BABA, BRK-B, CNC, CROX, DHI, EVO.ST, FI, GOOGL, JD, KO, ORCL, V, WKL, ZTS | AI, China, Dollar, emerging markets, global, policy, semiconductors, technology | China rose 20.7% for the quarter, extending its rally on continued policy support particularly targeted at technology and property sectors. The government's ongoing push to expand domestic chip production by 2026 and maintain the US-China trade truce further bolstered investor confidence and lifted export-driven and tech-related equities. | FISV CROX CNC AAPL BABA GOOG |
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| 2025 Q3 | Oct 9, 2025 | Heartland Mid Cap Value Fund | 1.6% | 2.1% | CNC, DHI, LRCX | AI, healthcare, Homebuilders, mid cap, Recession, semiconductors, Unemployment, value | Growing optimism surrounding the AI boom and corresponding surge in electricity demand have helped power large- and mid-cap growth stocks to new highs regardless of business model quality or valuation. The manager believes AI is disruptive technology but many current perceived winners could fail to live up to the hype, similar to other disruptive technologies like the internal combustion engine and internet. | LRCX DHI |
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| 2025 Q3 | Oct 7, 2025 | Oakmark Fixed Income | - | - | ARE, CNC, CVS, ELV, UNH | credit, fixed income, fundamentals, healthcare, Simplicity, value | The market is offering yields above Treasuries for healthcare businesses as if they are permanently impaired, despite strong balance sheets and competitive positions. Healthcare credits like Alexandria Real Estate, Centene, and CVS represent durable franchises trading at spreads that more than compensate for their risk, with temporary headwinds creating value opportunities. | CVS US CNC US ARE US |
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| 2025 Q3 | Oct 28, 2025 | Hotchkis & Wiley Mid-Cap Value Fund | 7.7% | 5.4% | ADNT, AIG, APA, BPOP, CFG, CNC, ERIC, FFIV, FLR, MGA, OLN, STT, WBD, WPP.L | AI, earnings, energy, mid cap, rates, value | The fund focuses on mid-cap value stocks and outperformed the Russell Midcap Value Index in Q3. The environment is becoming more selective and will likely reward discipline around both valuation and risk. Mid cap value stocks outperformed mid cap growth stocks by a wide margin (+6.2% vs. +2.8%). | View | |
| 2025 Q3 | Oct 21, 2025 | Carmignac Patrimoine | 3.7% | - | ANET, APH, CNC, GOOGL, MELI, NVDA, NVO, TSM | AI, Bonds, equities, Europe, Gold Miners, inflation, technology, US | The fund benefited from ongoing enthusiasm around artificial intelligence, sustained by significant investments from hyperscalers, robust corporate earnings, and surge in deals across infrastructure and cloud computing sectors. The fund maintains targeted diversification within technology covering the entire AI value chain across geographical zones and capitalisation segments. | View | |
| 2025 Q3 | Oct 14, 2025 | Lyrical Asset Management | 3.4% | 15.7% | AAPL, AMP, CI, CNC, CPAY, EBAY, EXPE, FIS, FLEX, GOOGL, GPN, HCA, JCI, LKQ, MSFT, NRG, NVDA, TSLA, UBER, URI | earnings, growth, Outperformance, Performance, value | The portfolio maintains an uncommon combination of deep value and growth characteristics. The value spread between the portfolio and S&P 500 is historically wide at 80%, with portfolio trading at 12.2x-12.6x P/E versus S&P 500 at 22.7x. Despite value characteristics, portfolio EPS growth exceeds 10% annually, significantly outpacing S&P 500 growth of 6.4%. | View | |
| 2025 Q3 | Oct 10, 2025 | Oakmark Fund- International Small Cap | 3.2% | 8.9% | BLK, C, CHTR, CNC, GOOGL, KDP, KVUE, TRGP, UNP, WBD | energy, financials, healthcare, Railroads, technology, value | The fund continues to find attractive opportunities to invest in high-quality, undervalued businesses across various industries. They purchased Union Pacific at a meaningful discount to intrinsic value and Targa Resources at a discount to peers based on normalized earnings power. | UNP US TRGP US |
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| 2025 Q3 | Oct 10, 2025 | Oakmark Global Select Fund | 3.4% | 17.3% | BABA, CHTR, CNC, CNHI, DASTY, GOOGL, MOH, PRX | AI, Broadband, China, Cloud, Europe, global, technology, value | Alibaba benefited from rapid Chinese AI growth, with the company being one of the early investors in Chinese AI. The fund believes Alibaba can leverage its advanced AI capabilities and leading market position to unlock further value over time. | View | |
| 2025 Q3 | Oct 10, 2025 | Oakmark Global Fund | 4.1% | 15.2% | AMZN, BABA, CHTR, CNC, CNHI, CRM, DASTY, GOOGL, HEXAB.ST, KER.PA, MOH, STJ.L, TRGP | energy, Europe, global, healthcare, Luxury, technology, value | Kering was the top contributor during the quarter, rising in anticipation of new CEO leadership and Gucci's debut collection. While revenue trends remain negative, they are improving, and new leadership is expected to build on recent investments to strengthen luxury houses and return the group to growth. | View | |
| 2023 Q4 | Oct 1, 2024 | Heartland Mid Cap Value Fund | 8.2% | 9.7% | CABO, CNC, NTRS | Communications, credit, financials, healthcare, mid cap, Quality, rates, value | Fund employs a two-bucket approach seeking both quality-value companies trading at decent bargains and deeply discounted companies with poor economic returns. Focus on bottom-up stock selection using 10 Principles of Value Investing demanding low prices relative to earnings, cash flow, and intrinsic value. Quality-value businesses currently trading at deep-value-like valuations due to fundamental industry questions or company-specific overhangs. | CABO CNC NTRS |
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| 2024 Q4 | Jan 9, 2025 | Torre Financial | 2.4% | 19.3% | AAPL, AMP, AMZN, CI, CNC, CPAY, EBAY, EXPE, FIS, FLEX, GOOGL, HCA, JCI, META, MSFT, NRG, NVDA, TSLA, UBER, URI | earnings, growth, international, Performance, portfolio, value | Portfolio trades at significant discount to S&P 500 with value spread at historically wide 80%. Manager emphasizes uncommon combination of deep value and growth characteristics. | View | |
| 2025 Q4 | Jan 7, 2026 | Packer & Co | - | 21.5% | 0001.HK, AQN, BABA, BIDU, CA.PA, CEO, CNC, GSK, J36.SI, NE, NXE, PBR, PRX.AS, PYPL, SDRL, VAL, VIPS | AI, Asia, Cash, Defensive, energy, gold, value | The AI boom has driven global stock markets with the Bloomberg AI index up 250% in three years, becoming a core driver of US economic growth. However, the manager draws parallels to the Dotcom bubble, noting over $3 trillion expected investment despite negligible revenue generation and intense competition that may destroy profitability. Gold was the Trust's largest investment and performed exceptionally well, rising 52% for the year. The manager maintains significant gold exposure as part of their defensive positioning amid market uncertainties and elevated valuations. The manager continues to find attractive value opportunities despite expensive markets, purchasing undervalued companies like Centene, GlaxoSmithKline, Carrefour and PayPal trading at low multiples with strong fundamentals. | CA FP |
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| 2023 Q3 | Sep 30, 2023 | Oakmark Fund- International Small Cap | 7.4% | 0.0% | BAC, CHTR, CNC, COF, COP, CSCO, CTVA, CVS, DHR, GM, META, ORCL, PSX, SCHW | energy, financials, healthcare, large cap, technology, value | The fund focuses on finding cheap stocks on traditional value metrics amid a challenging environment where growth has outperformed value by 2,300 basis points year to date. The manager emphasizes investing in companies trading at discounts to intrinsic value estimates. | CVS CSCO DIPSX CNC CTVA DHR |
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| 2023 Q2 | Aug 22, 2023 | First Eagle Investments | 0.0% | 0.0% | CCL, CNC, MERC, PRAA, SPLS, UNFI | Corporate Bonds, credit, distressed, Federal Reserve, fixed income, high yield, interest rates | The fund highlights increasing distressed exchanges as a forward indicator of trouble, with over $50 billion in bonds and loans defaulting or engaging in distressed exchanges year-to-date. They expect this trend to continue in what they anticipate to be a fairly extended default cycle given high levels of corporate debt and leverage. | View | |
| 2024 Q2 | Jun 30, 2024 | Oakmark Global Select Fund | 8.8% | 0.0% | 035420.KS, CNC, CNHI, GOOGL, IQV, LLOY.L, PRX.AS | Agriculture, Banking, Communication Services, global, healthcare, technology, value | CNH Industrial operates in the structurally attractive agriculture equipment market, though facing near-term weakness. The company reduced 2024 guidance due to weaker agriculture equipment market conditions, but this was consistent with forecasts and doesn't impact long-term profitability potential. | CNHI GOOGL |
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| 2024 Q2 | Jun 30, 2024 | Oakmark Select Fund | 8.1% | 0.0% | AXP, CNC, EOG, FCNCA, GOOGL, IQV, KKR, LAD, PAYC, SCHW | Communication Services, financials, healthcare, industrials, large cap, technology, value | The fund focuses on purchasing shares in a diversified set of undervalued securities, believing such value investments will generate strong returns over the long term. Management emphasizes buying quality companies at attractive valuations. | CNC |
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| 2023 Q4 | Jan 26, 2024 | The Sound Shore Fund | 6.7% | 21.1% | CEG, CNC, COF, OGN, PVH, VST | Apparel, energy, financials, healthcare, Utilities, value | Sound Shore emphasizes fundamental value investing with stocks trading at attractive valuation levels. The portfolio has a forward P/E of 11.1x versus S&P 500 at 19.5x, demonstrating significant discount to market. Manager highlights that their strategy doesn't need a value-driven market to produce attractive returns. | CNC BOAVSTB BZ COGN3 BZ COF PVH |
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| 2024 Q4 | Jan 21, 2025 | Greenlight Capital | - | 7.2% | AAPL, BHF, CEIX, CNC, CNH, CPRI, GRBK, HPQ, KD, LIVN, LXS, MSTR, ODP, PTON, SOLB.BR, THC, TPG | Agriculture, crypto, ETFs, healthcare, Long/Short, technology, value | Greenlight discusses the speculative nature of cryptocurrencies, comparing them to collectibles with no intrinsic value. The letter highlights the emergence of memecoins like Fartcoin and Trump's official memecoin, noting the extreme valuations and speculative trading patterns in the crypto market. | CPRI CNC CNH PTON |
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| 2024 Q4 | Jan 13, 2025 | Heartland Mid Cap Value Fund | -5.5% | 3.6% | CNC, SYY, WTW | Consumer Staples, Deregulation, financials, healthcare, mid cap, Speculation, value | The fund maintains its disciplined value approach using 10 Principles of Value Investing, seeking attractively priced, well-managed businesses that can grow intrinsic value throughout market cycles. The managers refuse to chase speculative stocks or those priced without sufficient margin of safety, maintaining their two-bucket approach of quality value and deep value investments. | CNC WTW SYY |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Heartland Mid Cap Value Fund | Centene Corporation | Health Care | Managed Health Care | Bull | NYSE | EPS growth, Government Healthcare, Leadership Change, Managed Healthcare, Medicaid, Medicare Advantage, turnaround | View Pitch |
| Apr 28, 2026 | Fund Letters | The Sound Shore Fund | Centene Corporation | Health Care | Health Care Services | Bull | NYSE | Government Healthcare, Healthcare services, healthcare solutions, Management Turnaround, Medicaid, Operational Improvement, Value | View Pitch |
| Apr 28, 2026 | Fund Letters | Oakmark Fund | Centene Corporation | Health Care | Managed Health Care | Bull | NYSE | Government Programs, Healthcare Insurance, managed care, Market Share Leader, Medicaid, Medicare Advantage, secular tailwinds, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | Oakmark Select Fund | Centene Corporation | Health Care | Health Care Services | Bull | NYSE | Government Programs, health insurance, Healthcare services, market leader, Medicaid, Medicare Advantage, turnaround, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Oakmark Global Select Fund | Centene | Health Care | Health Care Providers & Services | Bull | NYSE | Government Programs, health insurance, Healthcare services, market share, Medicaid, Medicare Advantage, turnaround, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Oakmark Global Fund | Centene Corporation | Health Care | Health Care Services | Bull | NYSE | Equity, Government Programs, health insurance, Healthcare services, market leader, Medicaid, Medicare Advantage, secular growth, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Heartland Mid Cap Value Fund | Centene | Health Care | Managed Health Care | Bull | NYSE | ACA Healthcare Exchanges, Healthcare Affordability, managed care, Margin Restoration, Political Pressure, Pricing Actions, Risk Pool Shift, Short-tailed Liabilities | View Pitch |
| Apr 13, 2026 | Fund Letters | Heartland Mid Cap Value Fund | Centene Corporation | Health Care | Managed Health Care | Bull | NYSE | ACA Exchanges, insider buying, managed care, Medicaid, Medical Loss Ratio, political risk, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Oakmark Fund | Centene Corporation | Health Care | Health Care Services | Bull | NYSE | EPS growth, Government Programs, Health Care Services, managed care, political risk, Returns on Capital, US, valuation discount | View Pitch |
| Apr 13, 2026 | Fund Letters | Greenlight Capital | Centene Corporation | Health Care | Managed Health Care | Bull | NYSE | Defensive Healthcare, healthcare, insider buying, Managed Medicaid, political risk, share repurchases, Underearning | View Pitch |
| Nov 29, 2025 | Fund Letters | Cornelius Zeeman | Centene Corporation | Health Care | Managed Health Care | Bear | NYSE | guidance, healthcare, Insurance, Margins, Medicaid, Regulation, Risk, Utilization | View Pitch |
| Oct 21, 2025 | Value Investors Club | agape1095 | Centene Corporation | Health Care | Health Care Services | Bull | NYSE | ACA Marketplace, Centene, Medicaid, Medical costs, Re-rating | View Pitch |
| Oct 6, 2025 | Value Investors Club | agape1095 | Centene Corp | Health Care | Managed Health Care | Bull | NYSE | Medicaid, ACA, risk adjustment, EPS recovery, subsidies, valuation | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Daniel Jones | Centene Corporation | Health Care | Healthcare Plans | Neutral | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Trapping Value | Centene Corporation | Health Care | Healthcare Plans | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | James Foord | Centene Corporation | Health Care | Healthcare Plans | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | JR Research | Centene Corporation | Health Care | Healthcare Plans | Bear | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Juxtaposed Ideas | Centene Corporation | Other | - | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Hawkinvest | Centene Corporation | Health Care | Healthcare Plans | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Giacomo Bocanegra | Centene Corporation | Health Care | Healthcare Plans | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Substack | Waterboy Investing | Centene Corp. | Health Care | Healthcare Plans | Bull | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||