Oakmark International Small Cap Fund Q3: adds Alten, Aumovio, sells Sapiens

[Q2 - 3rd Quarter Period write on sticky notes isolated on Office Desk. Stock market concept]
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Oakmark International Small Cap Fund (Class I Shares) underperformed the benchmark, the MSCI World ex USA Small Cap Index for the quarter.

The fund added new positions in Alten (OTCPK:ABLGF [https://seekingalpha.com/symbol/ABLGF#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link]), Aumovio (OTC:AMVOY [https://seekingalpha.com/symbol/AMVOY#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link]), Hamamatsu Photonics (OTCPK:HPHTF [https://seekingalpha.com/symbol/HPHTF#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link]), JEOL (OTCPK:JELLF [https://seekingalpha.com/symbol/JELLF#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link]), Kansai Paint (OTCPK:KSANF [https://seekingalpha.com/symbol/KSANF#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link]), Robertet (OTCPK:RBTEF [https://seekingalpha.com/symbol/RBTEF#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link])

The fund sold final stakes in BBIPROGY, Hakuhodo DY Holdings (OTCPK:HKUOY [https://seekingalpha.com/symbol/HKUOY#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link]), Sapiens International (NASDAQ:SPNS [https://seekingalpha.com/symbol/SPNS])

Source [https://seekingalpha.com/article/4829415-oakmark-international-small-cap-fund-q3-2025-commentary]

MORE ON ALTEN S.A., AUMOVIO SE, ETC.

* Robertet SA 2025 Q2 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4822629-robertet-sa-2025-q2-results-earnings-call-presentation]
* Sapiens: Insurance Technology Out Of Israel With Appeal At $26.50 [https://seekingalpha.com/article/4806226-sapiens-insurance-technology-out-of-israel-with-appeal]
* Sapiens Ups Growth Estimate But Earnings Are Flat [https://seekingalpha.com/article/4805196-sapiens-ups-growth-estimate-but-earnings-are-flat]
* Key deals this week: Gildan Activewear, Western Union, Sapiens, Perplexity, Teladoc Health and more [https://seekingalpha.com/news/4486305-key-deals-this-week-gildan-activewear-western-union-sapiens-perplexity-teladoc-health-and-more]
* Israel's Sapiens International gains on $2.5B deal to be acquired by Advent [https://seekingalpha.com/news/4484404-sapiens-to-be-acquired-by-advent-for-25-billion]