Letters by company
Stryker CORP
2 letters discussing SYK. Everything written about it on this site is on its ticker page.
- Long Cast Advisers 2Q26 PDEX remains a top position because Zimmer’s mBos launch could materially expand its operating cash flow. Long Cast added to NRC on its record contract backlog and management transition, while monitoring PESI’s Hanford waste-processing opportunity and expecting MTRX’s cash earnings to exceed market expectations. The portfolio exited acquired CCRN and added to QRHC. 2Q26 NRC $433MZBH $17B
- Davenport Asset Management The Davenport Funds Quarterly Update Davenport warns that crowded AI infrastructure and semiconductor enthusiasm has displaced value-oriented shares, prompting a more risk-averse stance. Across its funds, the firm trimmed Marvell and UnitedHealth, added Constellation and Berkshire, initiated Stryker, Abbott, IFF and SoFi, and exited impaired Verra Mobility, Caesars and Casey’s. Q2 2026 ABT $175BACN $112BIFF $22B
