SiteOne Landscape Supply, Inc.

• FA Fenimore Asset Management Q2 2026 Quarterly Investment Commentary ↗ Fenimore added Ryan Specialty, Thermo Fisher Scientific, and Tyler Technologies while trimming or exiting selected holdings to fund higher-conviction opportunities. The firm argues that AI infrastructure demand favored semiconductor-linked businesses, while volatility in software, outsourcing, and defensive stocks created entry points for companies with durable competitive positions. Q2 2026 BOC $394MBR $22BEXLS $6.5B +4
• CC Conestoga Capital Advisors 2Q26 Quarterly Commentary ↗ Conestoga attributes its lag to a concentrated AI and high-beta rally, while retaining a quality-growth posture and expecting leadership to broaden as supply constraints ease and monetary policy tightens. It added energy and power-infrastructure names including Kodiak Gas Services, Magnolia Oil & Gas and Perimeter Solutions, and exited BlackLine, CCC Intelligent Solutions and other positions. 2Q26 AAON $6.6BAORT $941MBCPC $5.5B +13
• VL Value Line Funds Portfolio Manager Q&A: Value Line Small Cap Opportunities Fund ↗ Value Line Small Cap Opportunities Fund retained its preference for companies with consistent earnings and stable share prices as speculative small caps led late-quarter trading. It added Materion and IDT for semiconductor and money-transfer exposure, while exiting Exponent, SiteOne, Badger Meter, MACOM and TopBuild after weaker results, stock gains or TopBuild’s acquisition. 3rd Quarter 2026 —

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