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Ashtead Gro

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

Mayar Capital Letter to Partners | Q3 2026 Mayar Responsible Global Equity Fund exited PayPal, Kering, Microsoft, Ashtead, Brenntag and Midera Food Processing, while adding to Bunzl, Lonza, SAP, Nestlé and Booking and starting Barratt Redrow alongside a larger Taylor Wimpey exposure. The manager argues that AI-linked market concentration is fragile and uses AI internally to screen accounting risks and prioritize research. Q3 2026 TOST $18BBNTGF $10BPPRUF $26B