SOW.DE Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q2	Jun 30, 2023	Oakmark Fund- International Small Cap	3.8%	0.0%	ADECN.SW, APPS.MC, ENX.PA, SOW.DE, SPNS, SWON.SW, VPLAY.ST	Europe, M&A, private equity, small caps, software, Staffing, value	Multiple private equity firms showed interest in portfolio companies during the quarter, with Software AG receiving a takeover bid from Silver Lake, Applus receiving interest from three PE firms including Apollo, and SoftwareOne getting an unsolicited offer from Bain. The manager views these bids as validation of value but believes the offers undervalue the companies.	SPNS ENX.PA VPLAY.ST SWON.SW APPS.MC SOW.DE	View
2023 Q1	Mar 31, 2023	Oakmark Fund- International Small Cap	3.8%	0.0%	4613.T, CIGI.TO, MEDX.SW, SOW.DE, TMV.DE	Commercial real estate, Enterprise Software, Europe, small caps, Specialty Chemicals, value	TeamViewer exceeded expectations with 18% SMB growth and 42% Enterprise billing growth, while Software AG showed solid results with 7% product revenue growth despite margin compression from SaaS transition. Both companies demonstrate strong fundamentals in the enterprise software space.	MEDX.SW 4613.T CIGI.TO SOW.DE TMV.DE	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Oakmark Fund- International Small Cap	Software AG	Information Technology	Systems Software	Bull	XETRA	Business Process Management, Enterprise software, Germany, M&A, Private Equity Takeover, undervalued	View Pitch
Apr 27, 2026	Fund Letters	Oakmark Fund- International Small Cap	Software AG	Software & Services	Systems Software	Bull	XETRA	API Management, Cost efficiency, Digital transformation, Enterprise software, Germany, margin compression, recurring revenue, SaaS Transition	View Pitch

BSD Shareholders of SOW-DE

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

SOW-DE

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SOW-DE

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