Letters by company

LVMH Moet Hennessy Louis Vuitton SA ADR

2 letters discussing LVMUY. 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
Fairtree Asset Management Fairtree Global Equity Fund Q2 2026 commentary Fairtree Global Equity Fund added to Booking Holdings, Meta and TSMC, opened positions in Shibaura Mechatronics, Charles Schwab, Robinhood, LVMH, Sasol and Gold Fields, and exited several lower-conviction holdings. The portfolio favours technology over cyclical shares while retaining valuation discipline amid a momentum-led semiconductor rally. Q2 2026 —