Wesco Aircraft Holdings Inc

• Palm Harbour Capital Letter 2019 Q3 | 338 KB ↗ Palm Harbour Capital introduced Ibstock and Befesa as core holdings, arguing that local market structures, durable cash generation and reinvestment opportunities support their valuations. It added to an unnamed turnaround after a sell-off, reduced another turnaround position, and exited Wesco Aircraft after Platinum Equity’s bid limited the prospect of a higher valuation. the quarter 2019 BFSAF $1.5BIBST $431M

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