What smart money is saying about DO & CO
DOC.VI
No fund has written a full thesis on DO & CO in our archive, but 2 fund letters report a position in it — most recently Oakmark International Small Cap Fund in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in DO & CO — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- New positionOakmark International Small Cap FundSeptember 2026
“With free cash flow inflecting and a dividend initiation guided for the second half of the year, we initiated a position at a meaningful discount to intrinsic value.”
DO & CO - June 2026
“During the first quarter, both companies experienced sharp share-price declines as investors weighed the potential effects of tariffs, consumer spending pressures, and broader economic uncertainty. The market’s message was clear: expectations had become materially more cautious. Our task was to determine whether the change in price was supported by a comparable change in business value. In both cases, our research suggested that it was not. • YETI continued to grow revenue while further diversifying its manufacturing base to mitigate tariff risks. • DO & CO reported another year of record operating profitability while continuing to execute cleanly across its airline catering, hospitality and events businesses.”
DO & CO
Read the letters behind these DO & CO positions
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