Letters by company

ICON Public Limited Company

2 letters discussing ICLR. 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
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