Letters by company

Air Canada

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

Blue Tower Asset Management Q1 2026: 2026 Iran Conflict Blue Tower sold Air Canada, Core Molding Technology and TFI International over their exposure to higher inputs and weaker demand, while reducing Japanese equities and Georgia Capital. The portfolio added Petrobras and SM Energy to balance crisis-related risks, arguing that markets underestimate the duration of Persian Gulf commodity disruptions. first quarter 2026 0KHP SM $9.1B