Letters by company

Magnum Ice Cream Co N.V.

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

Upslope Capital Management 2026-Q2 Update Upslope kept long-portfolio turnover low as investors favored AI-linked momentum over defensive cash-flow businesses, while exiting Intel and Hershey after their theses played out and trimming Jack Henry to reduce AI-risk exposure. The fund added Magnum Ice Cream, citing its dominant brands, standalone margin potential, defensive market position and discounted valuation versus Froneri. Q2 2026 MICC $11B