Letters by company

First American Financial Corp

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

Ariel Investments Ariel Fund Ariel Fund added Haemonetics and RLI, citing plasma-therapy demand and RLI’s underwriting discipline, while exiting Paramount Skydance and First American on valuation and alternative opportunities. The portfolio maintains conviction in MSGE’s irreplaceable venues and Sphere’s expansion, while viewing Carlyle’s fundraising and dry powder as support for future earnings. Quarter Ended June 30, 2026 +13.6% CG $18BCLB $580MHAE $4.9BLESL $6.1M