| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jun 30, 2024 | LMN Capital GmbH / Compound Interest Fund | - | 0.5% | FEMSAUBD MM, MTX GR | - | View | ||
| 2025 Q3 | Oct 10, 2025 | Oakmark International Fund | 3.9% | 26.3% | BNZL, CNH, DSY FP, FEMSAUBD MM, HEX NO, ITRK LN, KER FP, SHL GR | Automation, healthcare, industrials, Luxury, value | The commentary underscores international opportunities in European luxury, industrial automation, and healthcare technology. Holdings in Kering and Siemens Healthineers exemplify quality franchises undergoing operational recovery and margin expansion. Broader portfolio repositioning targets efficiency and long-term value realization. | SHL GR ITRK LN FEMSAUBD MM DSY FP BNZL LN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | David G. Herro | Fomento Económico Mexicano SAB de CV | Consumer Staples | Food & Staples Retailing | Bull | NYSE | Beverages, buybacks, capital allocation, dividends, Mexico, retail | 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. | ||||||||