Wynn Resorts LTD

• PC PM Capital Quarterly Report | September 2026 ↗ PM Capital backed Walt Disney’s intellectual-property library while seeing a valuation disconnect after disruption in streaming and leadership. The funds exited Bodycote following Veritas’s bid, added HCA Healthcare and GrainCorp, and cut copper exposure after strong prices left less valuation support. September 2026 Quarterly BYPLF $2.1BCSLLY $66BDIS $205B +8
• NC Nightview Capital Q2 2026 Investor Letter ↗ Nightview Capital added to Salesforce and ServiceNow, initiated Atlassian, and held Autodesk steady on the view that systems of record, switching costs, distribution and AI integration protect strong software franchises. It exited Meta, Intuitive Surgical, Shopify and EchoStar, added gaming and hospitality exposure, and rotated financials toward BlackRock and Charles Schwab. Q2 2026 ADSK $55BCRM $179BLVS $25B +5
• DA Davenport Asset Management The Davenport Funds Quarterly Update: Second Quarter Update 2025 ↗ Davenport Funds argues that tariff and geopolitical fears receded faster than their economic effects could materialize, supporting a disciplined focus on undervalued cyclical and consumer opportunities. The managers added Quanta Services, UnitedHealth and Analog Devices, reintroduced Alexandria Real Estate, built casino positions in Wynn and Caesars, and initiated Sempra, Applied Materials, Builders FirstSource and International Flavors & Fragrances after insider buying. Second Quarter 2025 AMAT $294BARE $7.6BASTS $13B +13
• LS Lansing Street Advisors Q2 2022 Letter – Ship Them Up to Boston ↗ Speculative assets, meme stocks and option trading are criticized as costly bets for households already squeezed by gas, rent, leisure and grocery inflation. Lansing Street Advisors argues that repriced equities and bonds, household cash balances, low unemployment and state budget surpluses provide a cushion against a recession, while urging long-term discipline through volatility. Q2 2022 —

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