Letters by company

Blackbaud INC

2 letters discussing BLKB. Everything written about it on this site is on its ticker page.

Andrew Hill Investment Advisors 2026.Q2 Performance Recap: Navigating a Narrow Rally & Shifting Commodities Andrew Hill Investment Advisors liquidated its remaining gold exposure, added floating-rate funds and short-duration bonds as inflation and rate expectations rose, and retained laddered high-grade bond portfolios. The firm reduced Nvidia, made Eli Lilly a leading equity position, shifted emphasis toward biotechnology, and added ADP, DocuSign and Blackbaud after software-sector selling. second quarter of 2026 AAPL $5.1TADP $122BBLKB $2.4B
O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2024 Graftech remains a core activist situation, with O'Keefe Stevens backing Nilesh Undavia for the board and arguing that shareholder accountability can improve a business facing operational setbacks. The portfolio initiated AerCap, retained BGC Group ahead of the FMX launch, and identified research opportunities in eXp Realty, Roku and Blackbaud. Q1 2024 EAF $222MBGC $5.5BBLKB $2.4B