| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 14, 2026 | Oakmark Fund- International Small Cap | 4.8% | -3.7% | BIRK, DOKA.SW, G24.DE, REY.MI, S58.SI | Europe, industrials, semiconductors, small caps, technology, value | G24.DE S58.SI REY.MI DOKA.SW BIRK |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 15, 2026 | Fund Letters | Oakmark Fund- International Small Cap | dormakaba Holding | Building Products & Equipment | Building Products | Bull | Access Solutions, Building Products, Management Change, margin expansion, market consolidation, Switzerland, turnaround, Value | 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. | ||||||||