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Oakmark International Small Cap Strategy Q2 2026 Contributors And Detractors
The portfolio's return was 5.34% (net) for the reporting period. Top contributors were Jenoptik, Hamamatsu Photonics, and oOh!media. Top detractors were Valmet, Lanxess, and Adecco.
LANXESS Aktiengesellschaft Q2 Earnings Call Highlights
LANXESS Aktiengesellschaft ETR: LXS reported stronger sales and earnings in the second quarter of 2026 than in the first quarter, supported by improved volumes, pricing and demand effects linked to the Middle East conflict, Chief Executive Officer Matthias Zachert said during the company's quarterly press conference.
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