Oakmark International Fund Picked Unilever PLC (UL) Despite Mixed Growth Drivers

2 days ago 2

Soumya Eswaran

Thu, January 15, 2026 astatine 7:26 AM CST 3 min read

Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” fourth-quarter 2025 capitalist letter. It is simply a diversified money that focuses connected semipermanent superior appreciation by investing successful communal stocks of non-U.S. companies, mostly successful the mid and large-cap spectrum. A transcript of the missive tin beryllium downloaded here. In the 4th quarter, the money (Investor Class) delivered a instrumentality of 4.83%, outperforming the benchmark, the MSCI World ex USA Index’s 5.20% gain. Healthcare and financials were the apical show contributors astatine the assemblage level, portion the user staples was the lone detractor. In addition, you tin cheque the Fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Oakmark International Fund highlighted stocks specified arsenic Unilever PLC (NYSE:UL). Unilever PLC (NYSE:UL) is simply a multinational user goods institution that operates done Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream segments. On January 14, 2026, Unilever PLC (NYSE:UL) banal closed astatine $65.33 per share. One-month instrumentality of Unilever PLC (NYSE:UL) was -0.20%, and its shares gained 10.00% of their worth implicit the past 52 weeks. Unilever PLC (NYSE:UL) has a marketplace capitalization of $142.546 billion.

Oakmark International Fund stated the pursuing regarding Unilever PLC (NYSE:UL) successful its 4th fourth 2025 capitalist letter:

"Unilever PLC (NYSE:UL) is simply a planetary user goods institution that develops and markets mundane nutrient and idiosyncratic attraction brands for billions of consumers worldwide. Anchored by iconic brands specified arsenic Dove, Knorr, Hellmann’s and Vaseline, Unilever’s refreshed absorption squad is driving improved execution and strategical subject to present much accordant growth, with a absorption connected higher-margin categories. Specifically, we admit their undertaking of assorted self-help initiatives, including cost-savings programs and marque divestments, which we judge volition assistance unlock sustained worth successful the future. Despite Unilever's beardown outlook, it trades astatine a discount to its adjacent radical arsenic anterior undermanagement has resulted successful 1% measurement maturation for the past decade. This provided america the accidental to put successful a beardown institution with starring brands and an improved absorption squad that is poised to summation per-share value."

Morgan Stanley Resumes Coverage of Unilever (UL) with an Overweight View

Unilever PLC (NYSE:UL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge money portfolios held Unilever PLC (NYSE:UL) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of Unilever PLC (NYSE:UL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.