Letters by company
CBIZ, Inc.
3 letters discussing CBZ. Everything written about it on this site is on its ticker page.
- Royce Investment Partners Royce SMid-Cap Total Return Fund Manager Commentary Royce SMid-Cap Total Return Fund credits Kulicke & Soffa, Advance Auto Parts, Element Solutions, FTAI Aviation and Andersen Group while discussing Kyndryl’s weakened execution and disclosure problems. The portfolio remains focused on profitable, cash-generative businesses outside the AI trade and expects market breadth to favor disciplined value selection. Year-to-date period ended 6/30/26 AAP $2.5BAGO $3.1BANDG $1.1B
- Royce Investment Partners Royce Small-Cap Total Return Fund Manager Commentary Royce Small-Cap Total Return Fund credited Kulicke & Soffa, Advance Auto Parts, Element Solutions, Timken and MSC Industrial Direct with benefiting from improving semiconductor, auto-repair and industrial conditions. It reduced Brightstar Lottery, reassessed Kyndryl after governance and cash-management concerns, and maintained a value-oriented stance outside the AI trade. first half of 2026 AAP $2.5BBRSL $1.8BCBZ $3B
- Fenimore Asset Management Quarterly Investment Commentary Fenimore attributes uneven portfolio results to narrow market leadership, higher rates and sentiment-driven weakness despite durable business fundamentals. The firm sold CBIZ and Baldwin Insurance Group following acquisition announcements, initiated positions including Mobility Global, Houlihan Lokey and UL Solutions, and remained selective as AI infrastructure spending broadened beyond technology. Q3 2026 BN $82BMBGL $5.5BMLM $33B
