Rollins INC

• AC Akre Capital Management, LLC Akre Focus ETF – Third Quarter 2026 Commentary ↗ Akre Focus ETF argues that unusually low valuations for its high-quality holdings conflict with their operating fundamentals, and it has leaned into positions including Mastercard, Visa, Constellation Software, Topicus, Brookfield and KKR. The fund initiated small positions in TransDigm and Rollins while monitoring challenges at LVMH, Copart, Fair Isaac and CoStar. Third Quarter 2026 0K36 BN $96BCNSWF $53B +4
• WF White Falcon Capital Management Q3 2026 Partner update letter ↗ White Falcon sold Rentokil Initial and CoStar after AI-related customer-acquisition and platform risks weakened conviction, reallocating capital to higher-conviction ideas. It retains Rocket Companies and Real Matters as contrarian housing positions, and argues that Grifols and Canadian Solar can benefit from cash generation, deleveraging and operational progress. Q3 2026 CSGP $13BCSIQ $700MGRFS $5.9B +3
• BA Broyhill Asset Management The Broyhill Letter 2026.Q2 ↗ Broyhill transfers ownership from Chris Pavese to Patrick Wells and Matt McLean while retaining its investment process and client relationships. The portfolio avoided direct semiconductor exposure, exited Accenture, HubSpot and Intuit, and added or expanded positions including ServiceNow, First Citizens BancShares, Nestlé, Masco, Sotera Health and IQVIA on company-specific catalysts. second quarter 2026 0QR4 ACN $156BFCNCA $26B +6

All coverage of ROL →