Letters by company

Barry Callebaut AG

1 letter discussing BRRLY. Everything written about it on this site is on its ticker page.

Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold HD Hyundai Electric and SKF, added Astor Transformator Enerji, Fujifilm Holdings and UniCredit, and attributed IT strength to demand for memory chips. The portfolio sees concentrated growth leadership, sticky inflation and the Iran truce creating valuation dislocations among cash-generative international businesses. Second Quarter 2026 ENI $81BHDIH IX $45B