Letters by company

Extreme Networks INC

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

SouthernSun Asset Management 2Q2026 SMID Cap Investment Commentary SouthernSun SMID Cap Composite took profits in AI-exposed holdings and stayed underweight the data-center buildout, preferring a balanced portfolio amid a narrowly led market. The team argues that Extreme Networks and Generac have durable growth drivers, while Darling Ingredients and Broadridge face temporary or overstated investor concerns. second quarter of 2026 BR $19BDAR $9.7BEXTR $2.9B