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Oakmark Global All Cap Strategy portfolio's return was 4.99% (net) for the reporting period vs. MSCI World Index that returned 3.12% for the same period. Contributors in the quarter were DSV, IQVIA Holdings and Samsung Electronics Pfd. Detractors in the quarter were Alibaba Group, CNH Industrial and Dassault Systemes.

Shares of DSV A/S (OTCMKTS:DSDVF - Get Free Report) dropped 0.3% during mid-day trading on Wednesday. The stock traded as low as $293.50 and last traded at $297.0480. Approximately 7,726 shares were traded during mid-day trading, an increase of 306% from the average daily volume of 1,905 shares. The stock had previously closed at

Oakmark International Strategy Q4 2025 Contributors And Detractors

DSV A/S (DSDVY) Q4 2025 Earnings Call Transcript

DSV's (DSDVF) Q3 results were dominated by Schenker, while organic growth stayed largely flat as macro uncertainty and tariffs increased volatility and downtrading hit sea freight. Air & Sea grew 7.2% YTD, but gross profit lagged due to margin pressure; including Schenker, gross margins improved slightly versus last year. Road was flat and margins fell stand-alone, but adding Schenker flips the picture: gross margin…