Letters by company

Mestek INC

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

Halvio Capital Q2 2026 Letter Halvio Capital initiated Humm Group despite its governance discount and sees value in a potential commercial-division sale after board changes. It sold Tetragon and Pacific Health Care Organization, exited Beng Kuang Marine after trimming it, and argues Goldmoney’s real estate assets and metals-storage business are materially undervalued. Q2 2026 XAUMD delistedHUMGF $156M