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Broyhill

Jun 2025 → Sep 2026 · Publishes quarterly · 4 funds

Our archive holds 6 letters from Broyhill, behind 12 investment theses and positions in 26 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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6
Letters
26
Companies
23
Moves
12
Theses

4 strategies

Broyhill publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

What they bought and sold · 23 moves

  • ExitedCACI International Inc.
    September 2026
    “Finally, we sold CACI in September after the shares rallied on its fiscal fourth-quarter report.”
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  • ExitedHoneywell International Inc.
    September 2026
    “We exited the parent, now a pure-play automation company, when that discount to its peers closed.”
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  • AddedValvoline Inc.
    September 2026
    “We added to the position in September.”
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  • AddedMicrosoft Corporation
    September 2026
    “Microsoft added about 110 basis points, most of it in July, the month we added to the position.”
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  • ExitedMidera Food Processing
    September 2026
    “We sold Midera Food Processing following its spin out from Middleby.”
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  • ExitedRentokil Initial plc
    September 2026
    “We trimmed the position in September and exited the position after quarter-end.”
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  • TrimmedIQVIA Holdings Inc.
    September 2026
    “We trimmed the position in August as part of our portfolio construction discipline.”
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  • New positionAlphabet Inc.
    September 2026
    “We initiated one position during the quarter in Alphabet”
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  • ExitedSotera Health
    May 2026
    “The sponsors completed a 31.8 million-share secondary in May, fully exiting their Sotera Health positions and terminating the stockholders' agreement that had given them board control.”
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  • AddedIQVIA
    March 2026
    “In the wake of this latest leg down, we significantly increased our investments in the sectors, bringing both IQVIA and Sotera Health into our top holdings.”
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  • ExitedFresenius Medical Care
    March 2026
    “In addition to Ball, noted previously, we liquidated profitable investments in Kenedy Wilson and Fresenius Medical Care,”
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  • New positionSmurfit WestRock
    March 2026
    “We initiated a new position in Smurfit WestRock with proceeds from Ball,”
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  • ExitedEvolution
    March 2026
    “We also fully liquidated two positions – Evolution and Avantor - after reducing exposure to each, to reinvest in higher conviction ideas.”
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  • New positionFloor and Décor
    March 2026
    “And we established two new positions in the depressed housing industry – Masco and Floor and Décor,”
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  • TrimmedPhillip Morris
    March 2026
    “During the quarter, we booked a portion of our gains on Phillip Morris and fully liquidated several positions.”
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  • New positionMasco
    March 2026
    “And we established two new positions in the depressed housing industry – Masco and Floor and Décor,”
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  • AddedSotera Health
    March 2026
    “we significantly increased our investments in the sectors, bringing both IQVIA and Sotera Health into our top holdings.”
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  • New positionMicrosoft
    March 2026
    “We bought Microsoft as the stock’s valuation declined to levels in line with the broader market.”
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  • TrimmedBall Corporation
    March 2026
    “As the thesis played out, we sold into the re-rating and redeployed proceeds into more attractive opportunities.”
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  • ExitedKennedy Wilson
    March 2026
    “In addition to Ball, noted previously, we liquidated profitable investments in Kenedy Wilson and Fresenius Medical Care,”
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  • TrimmedAvantor
    December 2025
    “Consequently, we cut the position in half after the company announced management changes and second-quarter results that again fell short of our expectations, and reinvested the proceeds into Thermo Fisher, the primary beneficiary of Avantor’s challenges.”
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  • AddedWatches of Switzerland
    December 2025
    “as our conviction in the opportunity deepened, we increased our exposure through a dedicated investment vehicle alongside a small group of partners.”
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  • New positionThermo Fisher Scientific
    December 2025
    “Consequently, we cut the position in half after the company announced management changes and second-quarter results that again fell short of our expectations, and reinvested the proceeds into Thermo Fisher, the primary beneficiary of Avantor’s challenges.”
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Companies held · 26

Every company Broyhill has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 12

Letter archive · 6

2026

2025

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