Letters by company
Pluxee NV
2 letters discussing PLX. Everything written about it on this site is on its ticker page.
- Artisan Partners Tour de 80/20 Artisan International Explorer Fund applies the 80/20 principle to portfolio companies, favoring Glenveagh’s standardized homebuilding, Elementis’s product upgrades, Sabre’s selective underwriting and Lion’s SKU rationalization. The fund bought Shimadzu, exited Vitzrocell and Pluxee, added to Essentra, and retained most of IQE after its customer financing strengthened the balance sheet. Q2 2026 082920 $748MADVT $290MEMNSF $1.3B
- Curreen Capital Quarterly Letter, April–June 2026 Curreen Capital bought Optimum Communications ahead of its tender offer, expecting Patrick Drahi to consolidate control before restructuring negotiations. It rotated from Solventum, Kontoor, Truecaller and Pluxee into Green Dot and TriNet, then exited Green Dot when the CommerceOne merger timetable became less certain. April–June 2026 GDOT $658MOPTU $265MTNET $3B
