Letters by company
Barry Callebaut AG
3 letters discussing BRRLY. Everything written about it on this site is on its ticker page.
- Cambiar Investors Cambiar International Equity Fund Commentary Cambiar International Equity Fund lagged its benchmark as an underweight technology allocation missed an AI-driven semiconductor rally, while patient holdings in Nintendo, Coloplast and MonotaRo hurt shorter-term results. The team added Canadian National Railway and MTU Aero Engines, sold Barry Callebaut, Icon and UCB, and maintained a diversified, valuation-conscious approach with greater Industrials exposure. 2Q 2026 CNI $72BICLR $13BLDNXF $54B
- Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold HD Hyundai Electric and SKF, added Astor Transformator Enerji, Fujifilm Holdings and UniCredit, and attributed IT strength to demand for memory chips. The portfolio sees concentrated growth leadership, sticky inflation and the Iran truce creating valuation dislocations among cash-generative international businesses. Second Quarter 2026 ENI $88BHDIH IX $39B
- Polaris Capital Management Fourth Quarter 2025 International Equity Composite Commentary Polaris International Equity Composite credited memory-chip suppliers SK Hynix and Samsung Electronics, power-equipment maker HD Hyundai Electric and several industrial holdings for the quarter. It sold Vipshop, Magna International, Novartis and Sony Financial after target valuations were reached, then deployed proceeds into Alibaba, AIA Group and Ping An Insurance. FOURTH QUARTER 2025 BABA $276B
