FMS.DE Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 15, 2024	Ariel International Fund	7.6%	0.0%	AMIGY, APTV, DTG.DE, ELE.MC, FMS.DE, FUJHY, JD, MABUY, NCBDY, NTDOY, OPHLF, RBGLY, SIEGY, SPXCY, STJPF, STLA, TSYHY, VEA, VIV	Autos, Cyclical, Energy Transition, international, undervalued, value	The fund initiated positions in multiple automotive companies including Daimler Truck, Stellantis, and Aptiv, viewing the sector as offering attractive entry points amid cyclical pessimism. The managers see opportunities in electric vehicle transition, operational improvements, and market share gains across different automotive segments.	SIE.DE 3769 JP\|4194 CN\|4733 JP\|APG\|CROX\|FIX\|FLUT\|GLEN LN\|JD/ LN\|MTX GR\|PSI CN\|TKO\|WISE LN\|ZETA APTV ELE.MC FME.DE 7832.T STLA DTG.DE 7270.T	View
2024 Q4	Feb 5, 2025	Broyhill Asset Management	-	5.5%	AVTR, BAX, CRL, EVO.ST, FMS.DE, MCK, NICE, SIX	AI, Concentration, Europe, healthcare, small caps, underperformance, value	Growth stocks outperformed value by 20 percentage points in 2024, creating extreme valuation spreads. The manager believes current concentration and valuations set up value for potential decades of mean reversion, similar to post-dot-com periods.	AVTR BAX ASIX EVO.ST NICE	View
2024 Q4	Dec 31, 2024	Ariel International Fund	-5.1%	5.4%	000660.KS, 005930.KS, 6460.T, BARC.L, BEZ.L, BMPS.MI, DLG.L, EMAAR.DU, FMS.DE, HO.PA, JD, ML.PA, MUV2.DE, ORA.PA, REE.MC, SAF.PA, SNY, VEA	AI, Asia, Banking, Europe, international, semiconductors, value	Markets worldwide were led by artificial intelligence themed stocks, with U.S. mega-cap technology companies dominating performance. The narrow ascent of AI themed stocks have driven market returns in recent years, though opportunities should broaden to companies utilizing AI to create real-world efficiencies.	6460.T 000660.KS REE.MC ORA.PA BEZ.L BARC.L 3769 JP\|4194 CN\|4733 JP\|APG\|CROX\|FIX\|FLUT\|GLEN LN\|JD/ LN\|MTX GR\|PSI CN\|TKO\|WISE LN\|ZETA NPSNY ML.PA EMAAR.DU BMPS.MI FME.DE	View
2024 Q3	Sep 30, 2024	Oakmark International Fund	8.8%	0.0%	005930.KS, BABA, BAYRY, CFR.SW, DEO, FMS.DE, FR.PA, INF.L, RI.PA, RMS.PA, SAP, UHR.SW, WLN.PA	China, Europe, international, Luxury, Spirits, value	The fund holds positions in luxury goods companies including Kering, Richemont, and Swatch. Despite near-term challenges from weak macro developments in China affecting store traffic and new client recruitment, managers believe companies are making correct long-term decisions for brand health and see attractive upside potential.	RI.PA DGE.L KER.PA BABA	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

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This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

FMS-DE

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