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Stock impact report

Oakmark International Strategy Q4 2025 New Investments And Divestments [Seeking Alpha]

Sanofi - American Depositary Shares (SNY) 
US:NYSE Investor Relations: sanofi.com/en/investors
Company Research Source: Seeking Alpha
We initiated the following position(s) during the period AstraZeneca, IMCD, Sanofi, Symrise and Unilever. We eliminated the following position(s) during the period Exor, Komatsu, Mercedes-Benz Group, Novartis, Sandvik, Schroders, SKF CI B and Worldline. Sargis Zubov/iStock via Getty Images The following segment was excerpted from the Oakmark International Strategy Q4 2025 Commentary. Portfolio Positioning We initiated the following position(s) during the period: AstraZeneca ( AZN ) is one of the largest pharmaceutical companies in This article was written by Quick Insights AZN was purchased due to its robust on-market portfolio, sector-leading pipeline, and strong management, with recent regulatory concerns providing an attractive entry below intrinsic value. IMCDY's technical salesforce, global scale, and pricing power in specialty chemicals, combined with substantial M&A opportunities, support a thesis for long-term re-rating as market fears subside. UL's new Show less Read more
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