TISNF - Oakmark Global Fund Q2 2025 Commentary July, 20 2025 05:00 PM TIS Inc 2025-07-20 17:00:00 ET Second-quarter highlights Top contributors DSV ( DSDVF ) Bayer ( BAYZF ) Akzo Nobel (AKZOY)(AKZOF) Top detractors Becton, Dickinson and Company ( BDX ) IQVIA Holdings ( IQV ) ConocoPhillips ( COP ) New purchases adidas (ADDYY)(ADDDF) Ashtead Group (ASHTF)(ASHTY) BMW ( BMWKY ) BNP Paribas (BNPQF)(BNPQY) Keurig Dr Pepper ( KDP ) Molina Healthcare ( MOH ) For further details see: Oakmark Global Fund Q2 2025 Commentary