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ZGN - Oakmark International Small Cap Fund Q1 2025 Commentary
April, 11 2025 09:45 PM
Ermenegildo Zegna N.V.
2025-04-11 21:45:00 ET
Summary The Fund’s Investor Share Class returned 8.24% in Q1 2025, outperforming the MSCI World ex USA Small Cap Index's 3.40% return. ISS was the top contributor due to strong earnings and a significant buyback program, while Travis Perkins was the top detractor due to CEO departure. New purchases include Ermenegildo Zegna, Gerresheimer AG, and IONOS Group, each presenting unique growth opportunities and attractive valuations. Exited positions in Sulzer, DS Smith, Auction Technology, and SoftwareOne due to intrinsic value realization and merger concerns.
First-quarter highlights Top contributors
Top detractors
Travis Perkins ( TVPKF ) Sarana Menara Nusantara ( SMNUF ) Dometic Group ( DTCGF ) New purchases
Ermenegildo Zegna ( ZGN ) Gerresheimer ( GRRMF ) IONOS Group Final sales
Auction Technology Group ( ATHGF ) DS Smith ( DITHF ) SoftwareONE Holding ( SWONF ) Sulzer ( SULZF ) For further details see:
Oakmark International Small Cap Fund Q1 2025 Commentary
Stock Information
Company Name:
Ermenegildo Zegna N.V.
Stock Symbol:
ZGN
Market:
NYSE
Website:
zegnagroup.com
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