Letters by company

Rollins INC

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

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 0QR4 ACN $111BFCNCA $23B