- 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 $97BDIS $196B
One letter so far. We collect each new one as PM Capital publishes it.
