Letters by company
UNITED THERAPEUTICS Corp
6 letters discussing UTHR. Everything written about it on this site is on its ticker page.
- Polaris Capital Management First Quarter 2026 Global Equity Composite Commentary Polaris Global Equity Composite exited Methanex, Sally Beauty, UnitedHealth and Capgemini as valuations or investment theses changed, while initiating Eastman Chemical and Ryanair. The portfolio favors global diversification and selective buying amid oil-driven volatility, with Ryanair's cost structure and Eastman's restructuring viewed as near-term catalysts. First Quarter 2026 ALSN $9.6BARW $12BCAPMF $21B
- Polaris Capital Management Third Quarter 2025 Global Equity Composite Commentary Polaris Global Equity Composite added HD Hyundai Electric, DHL Group and Lantheus Holdings while exiting Canadian Tire, Tecnoglass, JDE Peet’s, Mondi, NOV, Science Applications International and Crocs. The strategy favors attractively priced financials, defensives, industrials and utilities amid concentrated AI-led equity markets, while retaining exposure to Samsung and SK Hynix. QIII 2025 SSNLF $1688TUTHR $24B
- Laughing Water Capital H1 2026 Laughing Water Capital redeployed after the acquisitions of Theravance Biopharma, Avanos Medical and SECURE Waste Infrastructure, leaving cash available for event-driven opportunities. The portfolio added AnaptysBio ahead of its GSK litigation, while maintaining conviction in Liquidia, Nextnav, Lifecore and Stride despite regulatory, legal or operational overhangs. Q2 of 2026 ANAB $1.4BGSK $95BLFCR $244M
- Polaris Capital Management Fourth Quarter 2025 Global Equity Composite Commentary Polaris Global Equity Composite sold Vipshop, Carlyle, Magna, Novartis and Sony Financial after targets were reached, then deployed proceeds into Alibaba, AIA and Ping An to capture Asian e-commerce, cloud and insurance demand. The portfolio favored cash-generative picks-and-shovels businesses and diversification beyond the U.S., citing opportunities in Asian AI supply chains, European industry and financials. FOURTH QUARTER 2025 BABA $270BLNTH $6.5BSKHY $943B
- Andrew Hill Investment Advisors 2024.Q4 Client Letter Andrew Hill Investment Advisors reduced equity exposure after appreciation pushed allocations above client policy targets, directing proceeds into high-quality bond ladders. The firm trimmed core technology and utility holdings, increased financial exposure through Goldman Sachs, and added Johnson & Johnson and United Therapeutics while monitoring tariff, immigration and inflation risks. 2024.Q4 AAPL $4.9TAMZN $2.7TANET $272B
- Andrew Hill Investment Advisors 2024.Q3 Client Letter Andrew Hill Investment Advisors kept portfolios overweight utilities and industrials on rising electricity demand from AI, with Constellation Energy remaining the largest holding. The firm eliminated EQT, increased Chipotle after its selloff, added Axon and United Therapeutics, and continued building high-quality bond ladders while trimming some equities. 2024.Q3 CEG $95BLLY $1.1TMSFT $3.9T
