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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | The Gabelli Dividend Growth Fund | 6.3% | - | KR, WCC | cash flow, catalysts, Dividend Growth, private market value, shareholder returns | The letter emphasizes dividend growth investing grounded in private market value and identifiable catalysts. Companies with rising cash flows, strong franchises, and the ability to grow payouts are favored. Dividend growth is positioned as both an income and compounding strategy. | WCC KR |
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| 2024 Q4 | Dec 31, 2024 | The Gabelli Dividend Growth Fund | 0.5% | 11.3% | AMZN, KR, SPM | - | View | ||
| 2025 Q4 | Jan 21, 2026 | Harbor Mid Cap Value Fund | 4.1% | 16.0% | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value | The fund maintains its disciplined value investment approach, seeking high-quality, profitable companies that generate cash, pay dividends, and repurchase shares. Mid- and small-cap value stocks continue to trade at attractive multiples despite strong relative performance. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins for technology holdings. AI-related technology stocks may appear priced to perfection, but the fund continues to identify opportunities among mid-cap value stocks. The fund seeks companies that repurchase shares, viewing aggressive stock buybacks positively. Several holdings including General Motors, Garrett Motion, and EnerSys have been aggressively buying back stock. | AMKR EA ENS GTX |
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| 2023 Q4 | Aug 1, 2024 | Oakmark Global Fund | 7.5% | 0.0% | A, BAYN GR, COF, KR, ORCL, ROG SW | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Justin Bergner | The Kroger Co. | Consumer Staples | Food Retail | Bull | New York Stock Exchange | analytics, Data, Loyalty, Margins, media, Private, retail, Value | View Pitch |
| Nov 30, 2025 | Seeking Alpha | Seeking Alpha | The Kroger Co. | Grocery Stores | Bull | Albertsons acquisition, Competition, cost-cutting, Free Cash Flow, grocery, growth initiatives, Kroger, leadership, Private-label, 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. | ||||||||