Letters by company
Elevance Health, Inc.
4 letters discussing ELV. Everything written about it on this site is on its ticker page.
- GreensKeeper Asset Management Scorecard #54 – Value in Action The Value Fund materially increased ICON plc after concluding its accounting restatement would not impair cash generation or customer relationships. It retained positions in Richemont, Alphabet and Elevance Health, while arguing that concerns over Intercontinental Exchange’s perpetual-futures competition and Lockheed Martin’s execution issues are temporary. Q2 +10.9% ICLR $14BCFRHF $136BELV $86BGOOGL $4.2T
- First Eagle Investments Global Equity ETF Commentary Global Equity ETF positioning favors durable, scarce assets at sensible valuations as tighter US rate expectations, elevated equity issuance and AI capital spending raise concerns over mega-cap valuations. Samsung, Alphabet, Merck, Elevance and Texas Instruments benefited from operating catalysts, while Noble, Charter, HCA, Exxon and Agnico Eagle were retained despite cyclical or operating headwinds. second quarter 2026 +5.0% 0R1M AEM $105BCHTR $18BELV $86B
- Sequoia Fund Q2 2026 Sequoia Fund Letter Sequoia Fund added to Bio-Techne, SAP and ICON Plc, funded by trims to Sunbelt Rentals and Elevance Health and exits from Amentum Holdings, Liberty Broadband and Credit Acceptance. The fund is pursuing a shareholder-approved conversion from a mutual fund to an actively managed ETF, targeted for mid-October. second quarter of 2026 +11.7% AMTM $4.9BELV $86BICLR $14BLBRDA $5.2B
- Polaris Capital Management First Quarter 2026 Global Equity Composite Commentary Polaris Global Equity Composite benefited from energy, technology, materials and utilities as the Strait of Hormuz closure reshaped sector leadership. The portfolio exited Methanex, Sally Beauty, UnitedHealth and Capgemini, then initiated Eastman Chemical and Ryanair on valuation, cost-cutting and supply-demand catalysts. FIRST QUARTER 2026 +5.9% CAPMF $22BDNBBF $48BE $86BMEOH $4.5B
