- The Broyhill Letter 2026.Q1 Broyhill added IQVIA and Sotera Health to top holdings, arguing that regulated clinical research and sterilization infrastructure will benefit rather than be displaced by AI. The portfolio sold Ball, Kenedy Wilson, Fresenius Medical Care, Evolution and Avantor, then initiated Microsoft, Smurfit WestRock, Masco and Floor & Decor amid sharp market dispersion. first quarter -6.0% IQV $41BSHC $5.6BAVTR $9.4BBALL $17B
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