H-D International Holdings Group

• Greenhaven Road Capital Q1 2024 ↗ Greenhaven Road Capital argues that PAR Technology’s restaurant-software expansion, Cellebrite’s digital-evidence tools, KKR’s asset-gathering model and Burford’s litigation portfolio reward patient ownership. The fund exited Sphere and added Louisiana-Pacific and Alta Group, citing their business transitions, durable service economics and capital-allocation potential. first quarter — PAR $804MANY $18MBUR $946MCLBT $2.9B
• Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary ↗ Polaris International Equity Composite bought Fujifilm Holdings, Astor Transformator Enerji and UniCredit while selling HD Hyundai Electric, SKF and Daicel after valuations or execution changed. The portfolio favored underappreciated cash-generative international businesses as AI concentration, sticky inflation and Middle East risks created valuation dislocations; Alibaba, AIA and several Chinese holdings detracted. SECOND QUARTER 2026 +12.3% AAIGF $98BBABA $290BFUJIY $25BIX $43B

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