Oakmark Global Fund Q2 2025 Commentary

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 )

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