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Oakmark International Small Cap Strategy Q2 2026 Portfolio Update

The portfolio's return was 5.34% (net) for the reporting period. We initiated the following positions: Birkenstock Holding, Dormakaba, Hiab, Reply, SATS Ltd., and Scout24. We eliminated the following positions: Grifols Cl B ADR and Sopra Steria Group.

Seeking Alpha • Aug 15, 2026

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