50 new pitches found in hedge fund reports this week:
🔹 AAON, Inc. (AAON US) by Baron Real Estate Income Fund
🔹 Altius Minerals (ALS CN) by Liontrust Sustainable Future Global Growth Fund
🔹 Amrize Ltd. (AMRZ SW) by Artisan Partners International Value Strategy
🔹 Apple (AAPL US) by Wedgewood Partners U.S. Large Cap Growth Strategy
🔹 Armstrong World Industries, Inc. (AWI US) by Baron Real Estate Fund
🔹 ASML Holding N.V. (ASML NA) by Royal London AM Global Equity Diversified Fund (IRL)
🔹 ASML Holding NV (ASML NA) by Brown Advisory Global Leaders Sustainable Fund
🔹 ATI Inc (ATI US) by Brown Advisory Mid-Cap Growth Strategy
🔹 Autonation (AN US) by Alluvium AM Conventum
🔹 BE Semiconductor Industries (BESI NA) by Baillie Gifford Global Alpha
🔹 Boston Scientific Corporation (BSX US) by Brown Advisory U.S. Flexible Equity Fund
🔹 Brambles (BXB AU) by Harris Associates International Strategy
🔹 Carrier Global Corporation (CARR US) by Aristotle Value Equity Strategy
🔹 Clearwater Paper Corporation (CLW US) by Longleaf Partners Small-Cap Fund
🔹 Compagnie Financière Richemont (CFRUY SW) by GreensKeeper Value Fund
🔹 Corpay (CPAY US) by Aristotle Small/Mid Cap Equity Strategy
🔹 Cytokinetics (CYTK US) by JAG Capital Management Small Mid Cap Growth Strategy
🔹 DexCom (DXCM US) by Liontrust Balanced Fund
🔹 Diploma (DPLM LN) by Aoris International Fund
🔹 DSV A/S (DSV DC) by The London Company International Equity Strategy
🔹 Exsitec by Kavaljer Quality Focus
🔹 Flowco (FLOC US) by FPA Queens Road Small Cap Value Fund
🔹 Fraport (FRA GR) by L1 Capital Long Short Fund
🔹 FuboTV (FUBO US) by White Brook Capital Ethical Strategies
🔹 GE Aerospace (GE US) by Brown Advisory Global Leaders Sustainable Fund
🔹 Haemonetics Corporation (HAE US) by Ariel Investments Small Cap Value Strategy
🔹 Honeywell Aerospace (HON US) by Broyhill Equity Composite
🔹 Honeywell Automation (HONA US) by Cambiar Investors Opportunity Fund
🔹 InnovAge Holding Corp. (INNV US) by Argent Capital Management Focused Small Cap Strategy
🔹 KLA (KLAC US) by Baillie Gifford Positive Change Strategy
🔹 Lam Research (LRCX US) by Baillie Gifford Long Term Global Growth
🔹 Lennar Corporation Class A (LEN US) by Brown Advisory Global Value Select Strategy
🔹 Moody’s Corporation (MCO US) by Akre Capital
🔹 Old Dominion Freight Line (ODFL US) by Wedgewood Partners U.S. Large Cap Growth Strategy
🔹 Palantir Technologies (PLTR US) by Artisan Partners Global Opportunities Fund
🔹 PWR Holdings (PWH AU) by Ganes Capital Focused Value Fund
🔹 Regal Rexnord Corporation (RRX US) by Argent Capital Management Large Cap Strategy
🔹 RELX (REL LN) by WS Lindsell Train UK Equity Fund
🔹 Salesforce (CRM US) by Antipodes Global Fund
🔹 Shopify (SHOP US) by Polen Focus Growth
🔹 Somnigroup International Inc. (SGI US) by The London Company Mid Cap Strategy
🔹 Stifel Financial Corp. (SF US) by Argent Capital Management Dividend Select Strategy
🔹 Suja Life (SUJA US) by Minot Light Capital Appreciation Fund
🔹 Taiwan Semiconductor Manufacturing Co., Ltd. (2330 TT) by Alger International Opportunities Fund
🔹 Telephone & Data Systems (TDS US) by Middle Coast Investing Equity Portfolios
🔹 The Southern Company (SO US) by Nexus Investment Management ULC
🔹 Thermo Fisher Scientific (TMO US) by Lindsell Train Global Equity Fund
🔹 Verisure by Harris Associates International Small Cap Strategy
🔹 VSE Corp. (VSEC US) by Conestoga Capital Advisors Small Cap, SMid Cap, and Micro Cap Strategies
🔹 Waystar Holding (WAY US) by Diamond Hill Select Fund
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hfbestideas.substack.com/p/5…
