Letters by company

Humana INC

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

Dodge & Cox Stock Fund Stock Fund Investment Commentary Dodge & Cox Stock Fund initiated positions in Visa, Thermo Fisher Scientific, and KKR after AI-disruption concerns and macro fears pushed their valuations lower. The fund retained conviction in Fidelity National Information Services, Fiserv, and Charter Communications, arguing that their valuation declines overstate risks, while its technology underweight hurt relative results. Second Quarter +5.6% KKR-P-D TMO $231BV $693BCHTR $18B