Letters by company

Kesko Oyj

2 letters discussing KKOAF. 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
Upslope Capital Management 2026-Q3 Update Upslope cut AI-trade exposure, retained a concentrated book of cheap defensive growers and added Intercontinental Exchange as it acquired MarketAxess. The manager exited MarketAxess, Alphabet, Lifco and Korea Defense Industry ETF, while trimming Tecan after its shares rerated; ICE’s exchange franchise and depressed mortgage technology business underpin the new position. 2026-Q3 ICE $89BTCGGY $3.1B