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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 31, 2024 | VGI Partners | 0.0% | 0.0% | AMZN, CME, DB1 GR, DSFI AV, GEHC, LSEG | - | View | ||
| 2025 Q2 | Jun 30, 2025 | Fenimore Dividend Focus Strategy | 5.7% | - | ENTG, GEHC, HEI, MKC, ROST, TT | cash flow, dividends, downside protection, fundamentals, Quality | The commentary stresses high-quality businesses with durable cash flows and growing dividends amid speculative market behavior. Management believes quality stocks lag temporarily during risk-on rallies but outperform over full cycles. Capital preservation and downside protection remain core objectives. | GEHC ENTG |
View |
| 2024 Q4 | Dec 31, 2024 | Oakmark Fund- International Small Cap | 2.0% | 16.0% | ABNB, CG, CNC, ELV, GEHC, KDP, WFC | - | View | ||
| 2025 Q3 | Oct 14, 2025 | Cooper Investors Global Equities Fund (Unhedged) | 0.0% | - | BME LN, CME, G24 GR, GEHC, TKO | Derivatives, infrastructure, Quality, risk management, software | Cooper Investors highlights steady returns despite diverging from tech-heavy benchmarks. The portfolio emphasizes high-quality niche businesses like Bentley Systems that support global infrastructure projects and CME Group as a long-term royalty on financial risk management. Management focuses on disciplined capital allocation and avoiding speculative tech exposure. | TKO G24 CME |
View |
| 2025 Q4 | Jan 29, 2026 | Hotchkis & Wiley Global Value Fund | 3.8% | 23.8% | AIG, BNP.PA, CMCSA, CRM, ELV, ERIC, FFIV, FISV, GEHC, GOOGL, UNH, USB, WBD, WDAY | AI, financials, global, healthcare, software, technology, valuation, value | The portfolio trades at 13x forward earnings and less than 10x normal earnings, representing attractive valuations relative to the broad market. The fund focuses on opportunities outside the Magnificent 7 where overall valuations remain near average despite elevated market multiples. The fund views AI as more likely to be a tailwind for application software vendors like Workday as they incorporate AI-powered features into their software suites. Google delivered strong new AI products that appear to be taking material share of Consumer Chatbot activity from OpenAI's ChatGPT. The fund has significant exposure to cloud-based enterprise software companies like Workday and Salesforce, which provide human capital management, financial management, and analytics solutions. These companies benefit from sticky customer bases and recurring revenue models. | View | |
| 2023 Q3 | Sep 30, 2023 | The Sound Shore Fund | 6.7% | 21.1% | CEG, GEHC, VST | - | View | ||
| 2023 Q2 | Aug 8, 2023 | VGI Partners | 0.0% | 0.0% | AMZN, CME, DB1 GR, GEHC, LSEG LN, ZX6 GR | - | View | ||
| 2024 Q2 | Jul 31, 2024 | The Sound Shore Fund | 6.7% | 21.1% | BBWI, GEHC, ORCL, TEVA | - | View | ||
| 2024 Q2 | Jul 15, 2024 | Cooper Investors Global Equities Fund (Unhedged) | 5.5% | 5.4% | AON, GEHC, GOOG, LPX, RTO, SONY, TSM, YUMC | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Vulcan Value Partners – Focus Plus | 5.6% | 18.6% | GEHC, MSFT | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Vulcan Value Partners – Focus Plus | 5.9% | 18.7% | GEHC, MSFT | - | View | ||
| 2023 Q4 | Jan 15, 2024 | Cooper Investors Global Equities Fund (Unhedged) | 5.5% | 5.4% | 8035 JP, GEHC, GISOX, HLN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | John Fox | GE HealthCare Technologies Inc. | Health Care | Health Care Equipment | Bull | NASDAQ | AI, diagnostics, healthcare, Imaging, recurring revenue | View Pitch |
| Aug 7, 2025 | Seeking Alpha | ALLKA Research | GE HealthCare Technologies Inc. | Health Care | Health Information Services | Bull | NASDAQ | — | 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. | ||||||||