Letters by company
Iqvia Holdings INC.
4 letters discussing IQV. Everything written about it on this site is on its ticker page.
- Broyhill Asset Management The Broyhill Letter 2026 Q1 Broyhill attributes the quarter’s shortfall to its lack of energy exposure, overseas holdings and defensive-sector positions, while arguing that portfolio companies’ fundamentals remain intact. It sold Ball, Kenedy Wilson, Fresenius Medical Care, Evolution and Avantor, and added Microsoft, Smurfit WestRock, Sotera Health, Masco and Floor and Décor amid dislocations. 2026.Q1 IQV $42BAVTR $11BBALL $15B
- Broyhill Asset Management The Broyhill Letter 2026.Q2 Broyhill transfers ownership from Chris Pavese to Patrick Wells and Matt McLean while retaining its investment process and client relationships. The portfolio avoided direct semiconductor exposure, exited Accenture, HubSpot and Intuit, and added or expanded positions including ServiceNow, First Citizens BancShares, Nestlé, Masco, Sotera Health and IQVIA on company-specific catalysts. second quarter 2026 0QR4 ACN $118BFCNCA $24B
- Broyhill Asset Management The Broyhill Letter Q4 2025 Broyhill exited Fiserv and Six Flags, cut Avantor, and reallocated toward higher-conviction businesses after execution failures and leverage undermined several holdings. The portfolio emphasizes global defensives, smaller companies and Western Europe, arguing that AI infrastructure spending has distorted valuations and that users of the technology will capture more value than its builders. 2025 0QR4 AVTR $11BDLTR $22B
- Broyhill Asset Management The Broyhill Letter Q2 2025 Broyhill’s equity strategy added to Dollar Tree after tariff-driven selling and trimmed Philip Morris while retaining it as its largest holding. It shifted part of Avantor into Thermo Fisher, increased Fiserv after its selloff, and initiated IQVIA. The firm consolidated offshore exposure into Noble and favors undervalued smaller, international, and healthcare businesses. 2025.Q2 AVTR $11BDLTR $22BIQV $42B
