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Stock impact report

Oakmark International Strategy Q4 2025 Contributors And Detractors [Seeking Alpha]

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) 
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am Check Earnings Report
US:NYSE Investor Relations: alibabagroup.com/en/ir/home
Company Research Source: Seeking Alpha
Contributors to the performance were Bayer, DSV and Samsung Electronics Pfd. Detractors to the performance were Alibaba Group, CNH Industrial and Dassault Systemes. 78image/iStock via Getty Images The following segment was excerpted from the Oakmark International Strategy Q4 2025 Commentary. Portfolio Performance The portfolio's return was 4.93% (net) for the reporting period. This compares to the MSCI World ex USA Index that returned 5.20% for the This article was written by Quick Insights Bayer benefited from a successful phase III trial for Asundexian and increased odds of Supreme Court review in the RoundUp litigation, supporting the turnaround thesis. DSV is accelerating synergy realization due to detailed integration plans, reinforcing its asset-lite, high-growth model and industry-leading profitability outlook. Alibaba faces near-term earnings pressure from Quick Commerce subsidies, but long-term AI leadership is intact; CNH's headwinds from tariffs and des Show less Read more
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