Topic
Latest reporting and analysis tagged with Q4 2025 earnings.
Fenimore Asset Management released its Q4 2025 investor letter, detailing performance declines in its small cap, dividend focus, and value strategies. The firm highlighted SPS Commerce as a significant underperformer and commented on market volatility driven by AI enthusiasm and economic uncertainty.
Oakmark Fund, advised by Harris Associates, reported a 4.78% return for Q4 2025, beating the S&P 500's 2.66%. The fund highlighted its holding in aircraft lessor AerCap Holdings.
Oakmark Fund's Q4 2025 letter reported a 4.78% return, beating the S&P 500. It detailed Fiserv's stock decline and new management's growth targets.
Oakmark Select Fund reported an 8.42% return for Q4 2025, beating the S&P 500. The fund highlighted Paycom Software as a top detractor but maintained confidence in its long-term growth.
Oakmark Select Fund reported an 8.42% return for Q4 2025, beating the S&P 500's 2.66%. The fund highlighted its position in Targa Resources, citing its infrastructure assets and fee-based earnings.