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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 28, 2026 | Diamond Hill Mid Cap | -2.0% | -2.0% | AIG, AR, AVTR, CARR, CIEN, FCX, HUM, KMB, LAMR, MGM, RRX, RTO, SSNC, WAY | AI, Defensive, energy, Geopolitical, healthcare, mid cap, Quality | View | ||
| 2026 Q1 | Mar 31, 2026 | Diamond Hill Large Cap Strategy | -2.4% | -2.4% | ABT, ADBE, CARR, COF, COP, FANG, IP, KMB, MSFT, TXN | AI, energy, Geopolitical, large cap, technology, value | CARR KMB MSFT |
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| 2025 Q4 | Feb 18, 2026 | The Gabelli ABC Fund | 0.5% | 6.1% | CFLT, EXAS, FOX, FRGE, GTLS, HOLX, KKR, KMB, KVUE, LEN, NEM, NFG, NFLX, PAAS, PSKY, TGNA, TXNM, WBD | arbitrage, healthcare, industrials, M&A, private equity, technology | Multiple biotech and pharmaceutical M&A deals closed during the quarter, including Akero Therapeutics acquired by Novo Nordisk for $54.00 per share plus CVR, Metsera acquired by Pfizer after outbidding Novo Nordisk, and Tourmaine Bio acquired by Novartis for $48.00 per share. M&A volume activity reached $4.6 trillion in 2025, representing a 49% increase from the previous year and the highest since 2021. Technology, industrials, and financials were the top sectors for M&A activity, accounting for over $2 trillion in deal activity. | ALE HOLX EXAS GTCH |
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| 2025 Q4 | Jan 12, 2026 | Heartland Mid Cap Value Fund | -1.9% | 0.1% | JBHT, KMB, MKTX | AI, Capital markets, financials, industrials, Logistics, mid cap, Quality, value | The fund employs a two-bucket approach combining Quality Value and Deep Value strategies. High-quality value stocks continued to lag speculative parts of the market, with valuation disparities as extreme as ever seen. The fund maintains discipline in valuation criteria despite current underperformance. Speculative investors have rewarded perceived AI winners with lofty valuations, assigning permanence to top-line benefits of questionable duration. The euphoria has impacted valuations across Quality Value and Deep Value companies more than expected in a value-oriented asset class. J.B. Hunt Transport Services was the top contributor, benefiting from cost reduction actions and improving operating margins despite freight market challenges. The company maintains strong cash flow generation and aggressive share repurchases while trading at a discount to industrials. MarketAxess Holdings operates the largest e-trading platform for corporate bonds in the US. The company is investing in portfolio trading capabilities to compete with peers and regain market share, with recent data suggesting share recovery happening faster than expected. | KMB MKTX JBHT |
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| 2023 Q1 | Aug 5, 2023 | Matrix Dividend Income | 0.0% | 0.0% | AEP, AMZN, APD, BK, EBAY, HD, KMB, KO, MDT, MTB, PARA, PNC, SLB, TFC, TSN, UNP, USB | Banking, dividends, financials, healthcare, rates, technology, value | Three U.S. banks failed in March, creating market volatility and concerns about banking system stability. Manager believes the selloff in regional bank stocks is overdone and will be short-lived, expecting strong rebounds in high-quality financials. Portfolio includes well-capitalized banks like PNC Financial that are likely to gain market share. | SUNP IN PNC |
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| 2023 Q1 | Aug 5, 2023 | Matrix Large Cap Value Strategy | 0.0% | 0.0% | AEP, AMZN, APD, BK, EBAY, HD, KMB, KO, MDT, MTB, PARA, PNC, SLB, TFC, TSN, UNP, USB | Banking, dividends, financials, healthcare, rates, technology, value | Three U.S. banks failed in March including Silicon Valley Bank, creating concerns about banking system stability. Manager believes the selloff in regional bank stocks is overdone and will be short-lived, expecting strong rebounds in high-quality financials. Added PNC Financial and increased positions in other regional banks during the quarter. | SUNP IN PNC |
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| 2024 Q2 | Jun 30, 2024 | American Century Equity Income Fund | 9.6% | 0.0% | ADI, BDX, CB, EPD, INTC, JNJ, JPM, KMB, KVUE, MCHP, MDT, NSC, RHHBY, TXN, UL, VZ, XOM | Consumer Staples, dividends, financials, Quality, technology, Utilities, value | The portfolio focuses on higher-quality stocks with stable revenues and profits, low indebtedness, stable cash flows and predictable business models that are less sensitive to economic conditions. This approach is viewed as offering resilience against uncertain economic environments and lagging effects of elevated interest rates. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | Fund Letters | Diamond Hill Large Cap Strategy | Kimberly-Clark Corporation | Household & Personal Products | Household Products | Bull | New York Stock Exchange | acquisition, Bull, consumer staples, Consumer-health, Cost synergies, defensive, household products, Kenvue | View Pitch |
| Jan 28, 2026 | Seeking Alpha | Seeking Alpha | Kimberly-Clark Corporation | Consumer Goods | Household Products | Bull | New York Stock Exchange | Automation, innovation, international expansion, Kenvue acquisition, Kimberly-Clark, Profitability Improvement, Strategic Transformation, supply chain optimization, synergies, valuation | View Pitch |
| Jan 27, 2026 | Fund Letters | Colin McWey | Kimberly-Clark Corporation | Consumer Staples | Household Products | Neutral | New York Stock Exchange | Allocation, Integration, Risk, Staples, valuation | 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. | ||||||||