Letters by company

PREMIUM BRANDS HOLDINGS Corp

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

Vulcan Value Partners First Quarter 2026 Vulcan Value Partners rotated from fully valued holdings into discounted businesses it expects to withstand or benefit from AI, led by SAP, Ares Management and Ryan Specialty. The firm argues that ERP software, private credit, specialist insurance broking and proprietary-data businesses retain durable advantages despite broad AI-driven selling. First Quarter 2026 SAP $245BAMZN $2.7TARES $39B