Harris Associates
Harris US Concentrated Strategy
US
Dec 2024 → Dec 2024
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Harris Associates for every strategy.
What it bought and sold
We initiated the following position(s) during the pe- riod: • Airbnb is an online marketplace to list, discover and book unique accommodations worldwide.
Also held
Its investment theses
- AirbnbDec 2024Airbnb is well-positioned for long-term growth in the attractive global travel market, leveraging strong network effects and management alignment with shareholders to create valuable services.
- EquifaxDec 2024Equifax is a leading U.S. credit bureau distinguished by its proprietary Workforce Solutions database, currently undervalued due to a downturn in mortgage activity, but poised for earnings recovery as demand rebounds.
- Keurig Dr PepperDec 2024Keurig Dr Pepper is a leading beverage company with strong growth potential, currently undervalued due to temporary challenges in its coffee division.