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Westports Holdings Berhad

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

Seafarer Capital Partners Portfolio Review Seafarer Overseas Growth and Income Fund exited Walmart de Mexico, Ambev, Tata Motors Commercial Vehicles and DFI Retail, adding Westports, Bursa Malaysia, Ayala Land and Piraeus Bank to seek growth outside the AI cycle. It replaced Samsung Electronics common shares with preferred shares, citing equivalent economics, a wider valuation discount and greater buyback appeal. third quarter of 2026 SSNLF $425B