Spectrum Brands Holdings, Inc.

• FC Frank Capital Partners Frank Value Fund Q3 2026 Letter to Shareholders ↗ Frank Value Fund argues that Spectrum Brands, H&R Block and Talen Energy can compound shareholder value through aggressive repurchases at low valuations. The fund expects the gap between value stocks and AI-focused shares to narrow as AI enthusiasm faces higher rates, credit concerns, datacenter opposition and model commoditization. Q3 2026 SPB $1.8BHRB $5.4BTLN $18B

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