Letters by company
Ryanair Holdings PLC
7 letters discussing RYAAY. Everything written about it on this site is on its ticker page.
- Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold HD Hyundai Electric and SKF, added Astor Transformator Enerji, Fujifilm Holdings and UniCredit, and attributed IT strength to demand for memory chips. The portfolio sees concentrated growth leadership, sticky inflation and the Iran truce creating valuation dislocations among cash-generative international businesses. Second Quarter 2026 ENI $85BHDIH IX $40B
- Polaris Capital Management Second Quarter 2026 Global Equity Composite Commentary Polaris Global Equity Composite added Adobe, Fujifilm, UniCredit, Cytokinetics and Booking Holdings while exiting MKS, HD Hyundai Electric, SKF and Daicel. It favors AI-memory beneficiaries and discounted cash-generative businesses, arguing that concentrated growth leadership has created value opportunities across international markets. SECOND QUARTER 2026 ADBE $90BBABA $270BBKNG $118B
- Polaris Capital Management First Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold Methanex after its valuation target and exited Capgemini as outsourcing risks weakened its thesis, while adding Ryanair after an oil-led selloff. It favored fertilizer, energy and financial holdings amid Hormuz-driven disruptions, and argues Ryanair's costs and fuel hedges support share gains. The strategy sees international diversification gaining appeal as U.S. concentration risks rise. First Quarter 2026 MEOH $4.8BRYAAY $29B
- Polaris Capital Management First Quarter 2026 Global Equity Composite Commentary Polaris Global Equity Composite exited Methanex, Sally Beauty, UnitedHealth and Capgemini as valuations or investment theses changed, while initiating Eastman Chemical and Ryanair. The portfolio favors global diversification and selective buying amid oil-driven volatility, with Ryanair's cost structure and Eastman's restructuring viewed as near-term catalysts. First Quarter 2026 ALSN $9.6BARW $12BCAPMF $21B
- Latitude Investment Management Latitude Annual Report 2025 Latitude Investment Management argues that disciplined trading in Dollar Tree improved the portfolio while preserving exposure to its core discount-retail thesis. It replaced Heineken with Royalty Pharma, Interactive Brokers with Intercontinental Exchange and BP with Assa Abloy, seeking stronger growth with less cyclicality. The portfolio also emphasizes defensive healthcare, infrastructure and selected AI exposure through Alphabet. 2025 DLTR $22BAIQUY $120BASAZY $36B
- Highwood Value Partners Highwood Value Partners H2 2025 Letter to Investors – Download PDF Highwood Value Partners sold Protector, Ryanair and Alimak after their valuation cases matured, then redeployed capital into discounted existing holdings. The portfolio is concentrated around Burford, Borr Drilling, GetBusy, Fever-Tree, Bolloré and Compagnie de L’Odet, where improving fundamentals and corporate catalysts are expected to narrow valuation discounts. second half of 2025 0R8W BOIVF $12BBORR $1.3B
- Latitude Investment Management Latitude Global Fund Q325 Commentary Latitude Global Fund argues that market breadth beyond US technology creates better relative-value opportunities than AI-exposed stocks. It backs Interactive Brokers’ low-cost institutional expansion, defends the durable distribution advantages of Cencora and McKesson, and retains Ryanair and Sony on margin and capital-allocation potential. Q325 AZO $47BCOR $60BEFGSY $11B
