Letters by company

Sealed Air Corp/de

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

Vulcan Value Partners Third Quarter 2025 Vulcan Value Partners bought Fiserv and sold CBRE, Sealed Air and Jones Lang LaSalle to redirect capital toward more discounted businesses. The firm trimmed Medpace after its value estimate rose, added to CarMax, and argues that Alphabet, Salesforce and UnitedHealth retain durable advantages despite company-specific risks. Third Quarter 2025 CBRE $38BCRM $197BFISV $24B