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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7813 followers
Created: 2025-06-04 19:30:18 UTC

Oakmark International Fund on Asahi Group Holdings $2502 JP

Thesis: Asahi Group Holdings is a leading global beverage company uniquely positioned to benefit from favorable market conditions in Japan and attractive positions in Australia and Central Europe, while being available at a below-average valuation.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/Gsn30MMWkAA8oRK.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1930346393534681254/c:line.svg)

**Related Topics**
[australia](/topic/australia)
[positions](/topic/positions)
[japan](/topic/japan)
[asahi group](/topic/asahi-group)
[$2502t](/topic/$2502t)
[$7747t](/topic/$7747t)

[Post Link](https://x.com/StockCompil/status/1930346393534681254)