Updates on Natural Resource Partners, Cencora, and McKesson
Natural Resource Partners invested $39.2 million in Sisecam Wyoming as soda ash prices fell below production costs, helping cut the JV’s…
NYSE
Mckesson CORP
MCK
2 stories
$117B Market cap · 2026-10-16
Future-proofing A Portfolio (An Excerpt From Our Recent Letter)
Eagle Point favors McKesson, AutoZone and other physical-network businesses with durable demand, scale moats and lower disruption risk than…
Investor Letters
Letters that discuss MCK.
- Janus Henderson Investors Global Sustainable Equity Fund July 2026 KLAC $213BMCK $117BMSFT $4T
- Latitude Investment Management Latitude Annual Report 2025 2025 DLTR $23BAIQUY $123BASAZY $38B
- Latitude Investment Management Latitude Global Fund Q325 Commentary Q325 AZO $50BCOR $66BEFGSY $11B
- Latitude Investment Management Latitude Global Fund Q225 Commentary Q225 DLTR $23BAZO $50BDEO $52B
- Broyhill Asset Management The Broyhill Letter 2023.Q2 second quarter 2023 BAYRY $49BBTI $130BBUD $163B
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