Letters by company

Empire State Realty Trust, Inc.

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

Southeastern Asset Management 2Q26 Commentary Longleaf Partners Fund argues that AI-linked market leaders have become detached from cash flow while its concentrated holdings retain upside through operational improvement, valuation rerating and strategic action. The fund added a healthcare company, exited Bio-Rad and sold FedEx Freight after its spinoff, while pressing engagements at Mattel and other investees. 2Q26 ACI $6BAVTR $9.8BCNX $5.3B