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Wilh. Wilhelmsen Holding ASA

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

Palm Harbour Capital Letter 2025 Q4 | 244 KB Palm Harbour Capital exited Playtech, RHI Magnesita, Aichi, Aberdeen European Logistics Income and Kri-Kri after governance concerns, cyclical risks, liquidation and fuller valuations changed the risk-reward balance. The fund added Converge ICT, arguing that Philippine fiber-network monetization, easing capital expenditure and broadband penetration growth can drive free cash flow. fourth quarter 0QG6 delisted111770 $2.5B284740 $390M