Letters by company

EssilorLuxottica Société anonyme

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

Palm Harbour Capital Fund Commentary July 2026 Palm Harbour Global Value Fund benefited from a rotation away from mega-cap technology, with Youngone, Vår Energi and Samyung Trading among the strongest holdings. Vitzrocell faced profit-taking after margin pressure, FNGuide fell in a South Korean leverage washout, and Vivendi declined after a court ruling and weaker UMG subscription growth. July 2026 064850 $140M082920 $954MVVVNF $1.9B