Letters by company

Bunzl PLC

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

Tweedy, Browne Tweedy, Browne Funds Commentary, Q1 2026 Tweedy, Browne established positions in Autotrader, Bunzl and Springer Nature, citing discounts to intrinsic value, financial strength and growth runways. The firm trimmed several appreciated holdings, reduced Diageo amid changing drinking patterns and GLP-1 concerns, and repositioned its high-dividend fund to emphasize undervalued companies pursuing dividends or buybacks. Q1 2026 —