Letters by company

Solventum Corp

2 letters discussing SOLV. Everything written about it on this site is on its ticker page.

Davis Advisors Large Cap Value Davis Large Cap Value SMA Portfolio Fall Update 2026 Davis Large Cap Value SMA argues that technology-heavy style benchmarks have converged around concentrated, expensive mega-cap stocks and advocates blending the strategy with index exposure to restore diversification. The portfolio emphasizes financials, healthcare and natural-gas producers, while adding AppLovin for its AI-enabled advertising platform and retaining positions in U.S. Bancorp, Wells Fargo, CVS Health and Solventum. first nine months of 2026 APP $134BCVS $115BSOLV $15B
Curreen Capital Quarterly Letter, April–June 2026 Curreen Capital bought Optimum Communications ahead of its tender offer, expecting Patrick Drahi to consolidate control before restructuring negotiations. It rotated from Solventum, Kontoor, Truecaller and Pluxee into Green Dot and TriNet, then exited Green Dot when the CommerceOne merger timetable became less certain. April–June 2026 GDOT $658MOPTU $265MTNET $3B