Letters by company

RHI Magnesita N.V

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

Palm Harbour Capital Q4 2023 Letter Palm Harbour Capital expanded its Japanese basket on expectations that exchange-led capital-allocation reforms will unlock corporate cash and improve shareholder returns. The fund exited C Uyemura, Bayer and several smaller positions, while retaining both Solvay and Syensqo after their separation and adding to OCI amid its asset-sale programme. fourth quarter SOLB $3.2BSYENS $9.6B4966 $2BBAYZF $55B