Letters by company

Paccar INC

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

Sound Shore Management March 31, 2024 Sound Shore Fund attributed its first-quarter advance to adaptable businesses including Vistra, Constellation Energy, Teva Pharmaceutical and Acuity Brands, while emphasizing valuation alongside resilient business models. The fund added Constellation on expectations for improving earnings and sold Boeing after new manufacturing problems threatened to delay its restructuring. first quarter 2024 AYI $8.9BBA $147BCEG $105B