Letters by company
Madison Square Garden Entertainment Corp.
1 letter discussing MSGE. Everything written about it on this site is on its ticker page.
- 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 $13BCLB $482MHAE $5.4B