Letters by company

Preformed Line Products CO

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

Alluvial Capital Management Letter to Limited Partners Second Quarter 2023 Alluvial Fund increased its Logistec position after its controlling shareholder launched a sale process, citing the port operator’s durable profitability and undervaluation. The portfolio retained core positions in P10, Unidata, Rand Worldwide and Crawford United, while adding Preformed Line Products and Mechanics Bank of Richmond. Second Quarter 2023 PLPC $1.4BRWWI $235M