Letters by company

Qorvo, Inc.

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

Vulcan Value Partners Annual Letter and Fourth Quarter 2025 Vulcan Value Partners reduced technology exposure and added health care, insurance and discounted SMID-cap businesses as it sought wider margins of safety amid expensive AI-led markets. The firm bought Ryan Specialty, TransUnion, Everest and CarMax, while reallocating from holdings nearer estimated fair value and adding to Fiserv after its guidance reset. Annual Letter and Fourth Quarter 2025 CBRE $38BCRM $197BCSGP $12B