Oakmark International Small Cap Strategy Q4 2025 Performance Overview

Instructions

This report analyzes the performance of the Oakmark International Small Cap Strategy during the fourth quarter of 2025, detailing the contributions of individual companies and the overall market context that shaped the portfolio's returns.

Navigating Global Small Caps: Performance and Key Holdings

Reviewing the Q4 2025 Portfolio Returns

During the fourth quarter of 2025, the Oakmark International Small Cap Strategy generated a net return of 1.64%, reflecting the overall performance of its holdings within the specified period.

Konecranes' Exceptional Quarterly Achievements

Konecranes saw a significant increase in its stock value following the release of quarterly earnings that surpassed market predictions, underscoring its robust operational and financial health.

Metso's Robust Third Quarter Performance

Metso reported strong results for the third quarter of 2025, which reinforced the initial investment hypothesis and demonstrated the company's solid performance trajectory.

TeamViewer's Challenges and Market Reaction

TeamViewer's stock experienced a decline after its financial disclosures fell short of expectations, accompanied by a reduction in its annual recurring revenue (ARR) forecast for the full year.

Wynn Macau's Setbacks Amid Market Headwinds

Wynn Macau's share price decreased as its earnings per share failed to meet projections, with concerns arising from a subdued tourism sector and general market instability in Macau.

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