Letters by company

Glanbia plc

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

Southeastern Asset Management Longleaf Partners Global Fund 3Q26 Commentary The Global Fund argues that temporary earnings resets and market dislocations have widened discounts to intrinsic value across holdings including Mattel, IDP Education, Rayonier and Albertsons. It added to Fortune Brands and Canal+, bought Universal Music Group and another undisclosed Asian investment, and exited Glanbia after its shares exceeded appraisal value. 3Q26 ACI $6.3BFBIN $4.7BGPAGF $4.4B