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Oakmark

Mar 2025 → Jun 2026 · Publishes quarterly · 11 funds

Our archive holds 33 letters from Oakmark, behind 57 investment theses and positions in 1 company. Every quote below is copied verbatim from the letter it came from.

Oakmark’s own letters page
33
Letters
1
Companies
0
Moves
57
Theses

Companies held · 1

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

Theses · 57

  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • Sysco Corporation
    March 2026

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

    Read the full thesis
  • 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.

    Read the full thesis
  • DTS Corporation
    March 2026

    DTS Corporation is a leading Japanese systems integrator trading at a discount despite strong digitization tailwinds and expected earnings acceleration as investments taper.

    Read the full thesis
  • Hamamatsu Photonics
    March 2026

    Hamamatsu Photonics is a dominant photon technology supplier with sticky customer relationships trading at a discount due to cyclical weakness.

    Read the full thesis
  • SAP SE
    March 2026

    SAP SE is a core enterprise software provider benefiting from cloud migration and durable workflows, led by capable management and mispriced due to overstated AI concerns.

    Read the full thesis
  • Coupang, Inc.
    March 2026

    Coupang, Inc. is South Korea's leading e-commerce platform with a vertically integrated logistics moat enabling share gains and margin expansion, now available at an attractive valuation post-cyber incident.

    Read the full thesis

Showing the 48 most recent of 57 theses. Browse them by company to see the rest.

Letter archive · 33

2026

2025

Funds · 11

  • Oakmark Funds5
  • Oakmark Equity and Income Fund4
  • Oakmark Global Select Fund4
  • Oakmark International Fund4
  • Oakmark International Small Cap Fund4
  • Oakmark Bond Fund3
  • Oakmark Global Fund3
  • Oakmark Select Fund3
  • Oakmark Fixed Income Market1
  • Oakmark Funds U.S. Equity1
  • Oakmark International Equity1

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