Letters by company

Lakeland Industries INC

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

Rewey Asset Management Fourth Quarter RAM SMID added three positions, retained Cadence Bank and Hologic through their pending acquisitions, and modestly trimmed Mayville Engineering after its rally. The portfolio argues that neglected small and mid-cap value shares could benefit from economic resilience, lower rates and investor rotation away from richly valued large-cap technology, while Donnelley Financial Solutions offers a software-transition opportunity. 4Q25 DFIN $1.3BLAKE $92MMEC $384M