Investors Reward Honeywell’s (HON) Focus on Its Pure-Play Automation Business

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can ...

Mattel (MAT) Slipped Due to Unexpected Incremental Spending

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the ...

McKesson Corporation (MCK) Surged 50% on Strong Earnings Growth and Resilient Drug Distribution Model

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of ...

Royalty Pharma (RPRX) Benefits from Biotech Funding Gap with Rising Returns and Market Dominance

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of ...

Cencora (COR) Emerges as a Healthcare Leader with Robust Fundamentals and Strategic Re-Rating

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of ...

UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of ...

Dollar Tree (DLTR) Recovers from Multi-Year Lows as Long-Term Value Thesis Strengthens

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of ...

AutoZone (AZO) Invests in Store Expansion to Drive Long-Term Growth Despite Near-Term Pressure

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Broyhill Asset Management’s Q1 2026 Investor Letter

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. The Broyhill Equity ...

Here’s Why CNH Industrial N.V. (CNH) Surged in Q1

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the ...

What Offers Immunome (IMNM) a Compelling Investment Opportunity?

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 ...

Avantor (AVTR) Slid on Lower Than Expected Guidance

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the ...