Letters by company

Exact Sciences CORP

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

Southeastern Asset Management Longleaf Partners Fund 3Q26 Commentary Longleaf Partners Fund argues that short-term earnings disappointments at Mattel, Rayonier, Fortune Brands and Albertsons obscure their long-term value, while stronger operators including People, MGM, Abbott, EXOR and CNX remain mispriced. The fund added Universal Music Group, trimmed Avantor near appraisal value and increased Fortune Brands after its decline. 3Q26 ABT $170BACI $6.3BAVTR $10B