IDP Education Ltd./ADR

• Southeastern Asset Management Longleaf Partners Global Fund 3Q26 Commentary ↗ The Global Fund argues that temporary earnings resets and market dislocations have widened discounts to intrinsic value across holdings including Mattel, IDP Education, Rayonier and Albertsons. It added to Fortune Brands and Canal+, bought Universal Music Group and another undisclosed Asian investment, and exited Glanbia after its shares exceeded appraisal value. 3Q26 ACI $6.1BFBIN $5.8BGPAGF $4.2B +5
• FF Forager Funds Management Monthly Report August 2026: Australian Shares Fund ↗ Bravura Solutions’ margin expansion, cash generation and shareholder payouts have driven a recovery that has brought the shares closer to fair value. EML Payments remains a small holding amid continued deterioration, while IDP Education, Nanosonics, Tyro Payments and Praemium face crucial tests in the coming financial year. August 2026 BVSFF $1BEMCHF $87MIDPUF $707M
• FF Forager Funds Management Monthly Report February 2026 ↗ Forager Australian Shares Fund reduced holdings during the 2025 small-cap rally and has begun redeploying cash into Catapult, Bravura and Paragon Care. It attributes February’s broad share-price declines to a reversal in sentiment toward small-cap industrials, while several companies reported results that met or exceeded expectations. February 2026 EXP $42MIDPUF $707MNNCSF $568M +3

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