Letters by company

Oil-Dri Corp of America

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

Royce Investment Partners Royce Small-Cap Special Equity Fund Manager Commentary Royce Small-Cap Special Equity favored Vishay’s semiconductor recovery, Movado’s improving watch demand, and Oil-Dri’s pet-care and industrial growth. It flags manufacturing-transition risk at Sylvamo, rebar-market supply concerns at Commercial Metals, and order-book weakness at Kewaunee while arguing that elevated technology valuations make entry price increasingly important. year-to-date period ended 6/30/26 +21.7% CMC $7.2BIMKTA $1.6BKEQU $105MMMI $1.2B