Letters by company

Ituran Location and Control Ltd.

2 letters discussing ITRN. Everything written about it on this site is on its ticker page.

Vulcan Value Partners Second Quarter 2026 Vulcan Value Partners added Equifax, Badger Meter, TPG, Veeva and ServiceNow, funding several purchases by selling UnitedHealth and other less discounted holdings. It argues proprietary data, embedded workflows and disciplined underwriting protect its holdings from AI and cyclical fears while discounted prices provide margins of safety. Q2 2026 AMZN $2.7TBMI $3.8BEFX $18B
Vulcan Value Partners Annual Letter and Fourth Quarter 2025 Vulcan Value Partners reduced technology exposure and added health care, insurance and discounted SMID-cap businesses as it sought wider margins of safety amid expensive AI-led markets. The firm bought Ryan Specialty, TransUnion, Everest and CarMax, while reallocating from holdings nearer estimated fair value and adding to Fiserv after its guidance reset. Annual Letter and Fourth Quarter 2025 CBRE $39BCRM $197BCSGP $13B