Letters by company

Ferrotec Holdings Corporation

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

Pendelhaven Asset Management B.V. Q3 2026 Letter — Van der Mandele ARAR Fund Van der Mandele ARAR Fund retained its economic exposure to SK Hynix, resized Jackson Financial after a rally, and sold Ferrotec over valuation and moat concerns. It added Deutsche Rohstoff on oil-linked production leverage, cited Thor Explorations’ permitting outlook, and viewed Gravity’s dividend as a positive capital-allocation signal. Q3 2026 DR0 $503MALM $5.1BFRRZF delisted