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Oakmark

Mar 2025 → Jun 2026 · Publishes quarterly · 10 funds

Our archive holds 33 letters from Oakmark, behind 61 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.

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Oakmark’s own letters page
33
Letters
12
Companies
0
Moves
61
Theses

9 strategies

Oakmark publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

Also filed under Oakmark Funds.

Companies held · 12

Every company Oakmark has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 61

  • Oracle Corporation
    June 2026

    Oracle’s enterprise relationships, proprietary software, recurring cash flows and mission-critical data assets position it to benefit across different AI outcomes.

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  • Meta Platforms, Inc.
    June 2026

    Meta Platforms benefits from massive scale and multiple AI monetization paths, making it an attractive way to gain AI exposure.

    Read the full thesis
  • Samsung Electronics
    June 2026

    Samsung Electronics benefits from scale and process leadership in memory, especially HBM, with AI-driven demand improving fundamentals and pricing power.

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  • ASML Holding
    June 2026

    ASML Holding has a near-monopoly position in extreme ultraviolet lithography, and AI-driven demand is strengthening its cash flows and competitive outlook.

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  • Compass Group
    March 2026

    Compass Group is a scale leader in contract foodservice with resilient recurring revenues and an attractive entry point after multiple compression.

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  • Netflix, Inc.
    March 2026

    Netflix, Inc. is the scaled leader in streaming with a moat from content economics and an attractive valuation despite transient concerns.

    Read the full thesis
  • Adobe Inc.
    March 2026

    Adobe Inc. is a leading cloud software company with entrenched products, a sound AI strategy, and a discounted valuation.

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  • Centene Corporation
    March 2026

    Centene Corporation is the leading government managed care provider with scale advantages and cyclical margin recovery potential at a discounted valuation.

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  • Synchrony Financial
    March 2026

    Synchrony Financial is the leading private-label card issuer with proprietary data advantages, strong ROE, and shareholder-friendly capital allocation at an attractive price.

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  • Unicharm Corporation
    March 2026

    Unicharm Corporation is a global personal and pet care leader with diversified profit drivers, where Asia headwinds are manageable and a multi-decade low valuation underprices resilient growth.

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  • Sysco Corporation
    March 2026

    Sysco Corporation is a scale-advantaged foodservice distributor benefiting from secular trends and a turnaround, available at an attractive valuation.

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  • Raymond James Financial, Inc.
    March 2026

    Raymond James Financial, Inc. is a growing wealth management firm with strong culture and predictable fee-based revenues, purchased at a discount to intrinsic value.

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Showing the 48 most recent of 61 theses. Browse them by company to see the rest.

Letter archive · 33

2026

2025

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