Letters by company

Holcim Ltd

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

Upslope Capital Management 2026-Q1 Update Upslope exited Sandvik, Holcim, Japan Exchange Group, Booz Allen and Bio-Rad, reallocating toward higher-conviction ideas and reducing lower-conviction AI exposure. It added Kesko, Stella-Jones, Lifco and Jack Henry as defensive-plus businesses positioned to use cyclical weakness and market volatility to their advantage. Q1 2026 JKHY $11BKKOAF $9.9BLFABF $15B