Letters by company

Generac Holdings INC.

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

Ariel Investments Portfolio Manager Letter Ariel Fund and Ariel Appreciation Fund maintained their valuation discipline despite AI-driven technology leadership, arguing that semiconductor and memory businesses remain cyclical and capital intensive. The managers cited Generac Holdings and Accenture as examples of technology-related investments that met their franchise and valuation standards, while adding several financial, insurance and industrial holdings and exiting lower-conviction positions. Q2 2026 ACN $113BGNRC $12B