Artisan Value Income Fund Q4 2025 Portfolio Activity

Artisan Partners93 FollowersFollow5ShareSavePlay(6min)CommentsSummaryOur largest new purchase was Houston-headquartered Prosperity BancShares, the fifth-largest bank in Texas.Another notable purchase was Union Pacific, the largest freight railroad in the US.Besides our sale of Baxter International, we also exited LKQ, a vehicle parts distributor. Alistair Berg/DigitalVision via Getty Images The following segment was excerpted from the Artisan Value Income Fund Q4 2025 Commentary. The portfolio returned 2.21% in Q4 and finished the year up 10.03% (investor class). Over the past three years, the portfolio has generated a ~10% annualizedThis article was written byArtisan Partners93 FollowersFollowArtisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. This site is intended for use with US institutional investors which includes corporate and public retirement plans, foundations, endowments, trusts and their consultants. Note: This account is not managed or monitored by Artisan Partners, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use the firm's official channels.