Letters by company

Leslie's, Inc.

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

Ariel Investments Ariel Fund Ariel Fund added to its case for Zebra Technologies, Charles River Laboratories and Bio-Rad after improving results, guidance and operational actions. It exited Leslie’s and sold newly received ADI Global Distribution and Midera Food Processing shares to redeploy capital into higher-conviction holdings amid concerns over leverage, liquidity and weakening operations. Quarter Ended September 30, 2026 BIO $9.8BCRL $17BLESLQ $0.7M
Ariel Investments Ariel Fund Ariel Fund added Haemonetics and RLI, citing plasma-therapy demand and RLI’s underwriting discipline, while exiting Paramount Skydance and First American on valuation and alternative opportunities. It argues that MSGE and Sphere combine scarce venues with expanding event demand, and retains Carlyle despite private-credit concerns. Quarter Ended June 30, 2026 CG $14BCLB $431MHAE $5.4B