Letters by company

Viatris Inc

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

Davis Opportunity Fund Davis Opportunity Fund Annual Review 2026 Davis Opportunity Fund argues that concentrated, expensive passive indexes warrant a selective active approach, with reduced exposure to richly valued megacap technology. The portfolio added managed-care insurers after cost-driven weakness, trimmed selected Magnificent 7 holdings, and emphasizes Capital One, Wesco International, Coterra and Teck Resources as undervalued or structurally advantaged holdings. 2025 AMAT $385BCOF $120BUNH $339B