20 Feb 2025 Oakmark Funds: International equities - How companies are closing the value gap - Portfolio

CIO-International Equities and Portfolio Manager David Herro discusses how current stock valuations are remarkably low, what actions companies are taking to address the value gap, and why he believes international stocks may be poised for outperformance.

19 Feb 2025 Berkshire reduces Davita stake by 750,000 shares or 2% - Portfolio

19 Feb 2025 Webcast interview with Terry Smith - Portfolio

18 Feb 2025 Bill Ackman raises bid for Howard Hughes, says he will turn it into ‘modern-day Berkshire’ - Portfolio

Pershing Square’s Bill Ackman hiked his takeover offer for Howard Hughes Holdings, offering current holders of the real estate company $90 a share to create a “modern-day” Berkshire Hathaway.

18 Feb 2025 Miller Value Partners: The Value Investor's Case for LNC and QUAD - Portfolio

14 Feb 2025 Sound Shore Fund Q4 2024 Commentary - Portfolio

13 Feb 2025 Berkshire reduces Davita stake by 203,091 shares or 0.6% - Portfolio

13 Feb 2025 Pershing Square Annual Investor Presentation Slides and Portfolio Update 2025 - Portfolio

12 Feb 2025 Dodge & Cox U.S. Equity Strategy—2024 Annual Investment Review - Portfolio

12 Feb 2025 Miller Value Partners: Market Perspective Q4 2024 - Portfolio

11 Feb 2025 Berkshire modestly increases Occidental Petroleum stake - 763,017 share added - Portfolio

11 Feb 2025 Miller Value Partners insights: Ziff Davis Inc (ZD) - Portfolio

10 Feb 2025 Mairs & Power Growth Fund Update: 2024 Year-In-Review - Portfolio

07 Feb 2025 Bill Ackman reveals he’s been building a more than $2 billion stake in Uber - Portfolio

Pershing Square’s Bill Ackman revealed Friday that he has built a significant stake in Uber, saying the stock is still trading at a “massive” discount.

07 Feb 2025 First Eagle Reflections 2024–2025 Edition - Portfolio

06 Feb 2025 Weitz Large Cap Equity Fund Q4 2024 Commentary - Portfolio

05 Feb 2025 Third Point Q4 2024 Investor Letter - Portfolio

04 Feb 2025 Weitz Investment Management: Resilience and Opportunity in 2025 - Portfolio

03 Feb 2025 Berkshire Hathaway boosts Sirius XM Holdings stake by 2.3 million shares or 2% - Portfolio

03 Feb 2025 7 Top-Performing Large-Value Funds - Portfolio

Funds from Oakmark, BNY Mellon, and Fidelity are among the best performers.

03 Feb 2025 Polen Capital U.S. Small Cap Growth Q4 2024 Commentary - Portfolio

31 Jan 2025 Matrix’s David Katz discusses the markets, his stock picks, tariffs - Portfolio

31 Jan 2025 Polen Capital Focus Growth Q4 2024 Commentary - Portfolio

30 Jan 2025 Miller Value Partners insights: Is this a Generational Opportunity? - Portfolio

29 Jan 2025 Mairs & Power Growth Fund Q4 2024 Commentary - Portfolio