Letters by company
Fedex CORP
2 letters discussing FDX. Everything written about it on this site is on its ticker page.
- Southeastern Asset Management 2Q26 Commentary Longleaf Partners Fund argues that AI-linked market leaders have become detached from cash flow while its concentrated holdings retain upside through operational improvement, valuation rerating and strategic action. The fund added a healthcare company, exited Bio-Rad and sold FedEx Freight after its spinoff, while pressing engagements at Mattel and other investees. 2Q26 ACI $5.7BAVTR $11BCNX $5B
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $173BMCD $164B
