Wesco International INC

• DO Davis Opportunity Fund Davis Opportunity Fund Annual Review 2026 ↗ Davis Opportunity Fund argues that concentrated, expensive passive indexes warrant a selective active approach, with reduced exposure to richly valued megacap technology. The portfolio added managed-care insurers after cost-driven weakness, trimmed selected Magnificent 7 holdings, and emphasizes Capital One, Wesco International, Coterra and Teck Resources as undervalued or structurally advantaged holdings. 2025 AMAT $314BCOF $119BUNH $361B +1
• Third Avenue Management Real Estate Value Fund ↗ The Real Estate Value Fund increased Brookdale Senior Living, Lennar and Savills, arguing that operational improvements, land-light homebuilding and the Eastdil Secured combination could narrow valuation discounts. It also expects a revised Prologis offer for Segro and sees mortgage-finance reform as a potential catalyst for Fannie Mae and Freddie Mac. quarter ended June 30, 2026 0IKZ 0IL0 BKD $2.2B +3
• Third Avenue Management Real Estate Value Fund Q226 ↗ Third Avenue Real Estate Value Fund added to Brookdale Senior Living, Lennar and Savills, arguing that operational improvements, a land-light homebuilding model and Savills’ Eastdil Secured combination could narrow valuation discounts. The fund also expects a revised Prologis offer for Segro and favors global real estate platforms with conservative balance sheets over concentrated, expensive U.S. REIT benchmarks. quarter ended June 30, 2026 0IKZ 0IL0 BKD $2.2B +3

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