Letters by company
Broadridge Financial Solutions, INC.
5 letters discussing BR. Everything written about it on this site is on its ticker page.
- SouthernSun Asset Management 2Q2026 SMID Cap Investment Commentary SouthernSun SMID Cap Composite took profits in AI-exposed holdings and stayed underweight the data-center buildout, preferring a balanced portfolio amid a narrowly led market. The team argues that Extreme Networks and Generac have durable growth drivers, while Darling Ingredients and Broadridge face temporary or overstated investor concerns. second quarter of 2026 BR $22BDAR $8.5BEXTR $3.5B
- Fenimore Asset Management Q2 2026 Quarterly Investment Commentary Fenimore added Ryan Specialty, Thermo Fisher Scientific, and Tyler Technologies while trimming or exiting selected holdings to fund higher-conviction opportunities. The firm argues that AI infrastructure demand favored semiconductor-linked businesses, while volatility in software, outsourcing, and defensive stocks created entry points for companies with durable competitive positions. Q2 2026 BOC $389MBR $22BEXLS $6.6B
- Davenport Asset Management The Davenport Funds Quarterly Update: First Quarter Update 2026 Davenport’s funds trimmed energy holdings after the Iran conflict lifted oil prices and redeployed capital into technology, industrials and real assets discounted by AI-disruption and cyclical fears. New purchases included Constellation Energy, Union Pacific, Weyerhaeuser, live-events businesses, REIT specialists, Microsoft, Broadridge and Abbott Laboratories. First Quarter 2026 ABT $189BACN $150BBR $22B
- Fenimore Asset Management Quarterly Investment Commentary Fenimore maintained its quality bias as energy and speculative shares led markets, adding to discounted holdings while refusing to chase the rally. The strategies bought Gildan, Arthur J. Gallagher, Ryan Specialty and S&P Global, sold EOG Resources, and argued that AI fears created selective opportunities in software, brokers and information services. Q1 2026 ADI $198BAJG $72BBR $22B
- Rewey Asset Management Fourth Quarter RAM SMID added three positions, retained Cadence Bank and Hologic through their pending acquisitions, and modestly trimmed Mayville Engineering after its rally. The portfolio argues that neglected small and mid-cap value shares could benefit from economic resilience, lower rates and investor rotation away from richly valued large-cap technology, while Donnelley Financial Solutions offers a software-transition opportunity. 4Q25 DFIN $1.7BLAKE $94MMEC $358M
