Letters by company

Americold Realty Trust

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

Aristotle Funds Aristotle Small Cap Equity Fund Commentary Aristotle Small Cap Equity Fund retained MACOM Technology Solutions and Mercury Systems on data-center, defense and operational-improvement theses. It bought IPG Photonics and UMB Financial, while liquidating Americold Realty Trust, Byline Bancorp and Verra Mobility after deteriorating fundamentals, achieved valuation targets or a changed investment thesis. second quarter 2026 AGI $13BBY $1.7BCOLD $3.9B