What smart money is saying about EACO Corp.
EACO
No fund has written a full thesis on EACO Corp. in our archive, but 3 fund letters report a position in it — most recently Alluvial Capital Alluvial Fund in June 2026.
Get an email when a fund writes about it
3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in EACO Corp., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- June 2026
“EACO Corp., whose subsidiary Bisco Industries distributes all manner of electrical components and fasteners, just keeps rolling.”
EACO Corp. - June 2026
“EACO Corp., whose subsidiary Bisco Industries distributes all manner of electrical components and fasteners, just keeps rolling.”
EACO Corp. - HoldsAlluvial Fund LPMarch 2026
“EACO Corp., a distributor of electrical components and fasteners, has been a quiet powerhouse for Alluvial Fund since we first bought shares several years ago. In fiscal 2019, EACO produced revenue of $221 million and operating income of $13 million. For the twelve trailing months, TABLE II: Top Ten Holdings, 3/31/26 (%) Zegona Communications plc. 16.4 McDermott International Ltd. 5.4 McBride plc. 5.2 NewPrinces S.p.A. 4.3 Talen Energy Inc. 4.2 Garrett Motion Inc. 3.8 EACO Corp. 3.3 Gulf Marine Services PLC 3.2 Fitlife Brands Inc. 3.2 Seneca Foods Corp. 2.9 Total, Top Ten 52.0% Alluvial Capital Management, LLCQ1 2026 Letter to Limited Partners | p. 5 EACO’s revenue has grown to $463 million. On the strength of improved margins and scale, operating income has grown to $49 million. EACO shares are up sixfold from our earliest purchases, but the company’s valuation remains modest at 8.6x trailing operating income. We plan to hold our shares indefinitely, believing the company will eventually seek a higher profile through a share offering and a listing on a major exchange, or sell to a larger industrial distributor.”
EACO Corp.
Read the letters behind these EACO Corp. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger