Letters by company

Caci International INC

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

Broyhill Asset Management The Broyhill Letter Broyhill trimmed IQVIA, exited Rentokil after weakening North American signals, added Valvoline, and initiated Alphabet after its post-earnings sell-off. It rotated out of Intuit, Honeywell, Midera and CACI to concentrate on higher-conviction holdings, while favoring Honeywell Aerospace and Microsoft amid concern that higher yields and AI capital spending are tightening capital. third quarter 2026 CACI $15BGOOGL $3.9THONA $53B