Letters by company

Solventum Corp

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

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 $721MOPTU $275MTNET $3B