Letters by company

Vulcan Materials CO

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

Fenimore Asset Management Quarterly Investment Commentary Fenimore attributes uneven portfolio results to narrow market leadership, higher rates and sentiment-driven weakness despite durable business fundamentals. The firm sold CBIZ and Baldwin Insurance Group following acquisition announcements, initiated positions including Mobility Global, Houlihan Lokey and UL Solutions, and remained selective as AI infrastructure spending broadened beyond technology. Q3 2026 BN $81BMBGL $5.3BMLM $34B