Letters by company

Fortive Corp

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

Rewey Asset Management 2Q26 RAM added five positions, sold four including Webster and Cross Country following acquisition offers, and raised cash modestly after selling strength. The portfolio trimmed Ultra Clean Holdings after semiconductor-capex optimism lifted the shares, retained Orthofix after CMS reversed a reimbursement decision, and built Vontier on its cash generation, deleveraging and buyback program. 2Q26 VNT $4.3BOFIX $395MUCTT $3.4B