Letters by company

HeidelbergCement AG

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

Artisan Partners Artisan Select Equity Fund Quarterly Commentary Artisan Select Equity Fund argues that AI capital spending is driving exceptional productivity at Alphabet and Meta while creating disruption fears across software and services. The fund trimmed Lam Research, added to IQVIA and Heidelberg on weakness, and exited Everest Group and PayPal after reassessing the investments. Q1 2026 AXP $217BGOOGL $4THLBZF $32B