Letters by company

Embecta Corp.

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

Summers Value Partners Q2 2026 Letter Consensus Cloud Solutions remains a core holding as its cloud-fax healthcare business resumes growth, pays down debt and deploys free cash flow toward repurchases. Summers Value Partners initiated AnaptysBio on expected GSK litigation resolution, exited Avanos after its acquisition, and sold Embecta after a customer loss exposed fragility in its business model. second quarter of 2026 CCSI $656M