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FPA Source Capital's investment thesis on International Flavors & Fragrances ($IFF) — Q4 2025 | Buyside Digest

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$IFFNYSEInternational Flavors & Fragrances

BULL

FPA Source Capital—IFF

Fund Letter

Q4 2025

Published February 10, 2026

View Fund Profile

$84.82USD

-1.8% vs last month

$83.00Pitched

+2.2% since pitch

Market Cap$21.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Source Capital delivered strong performance for the period ending December 31, 2025, with its NAV gaining 4.26% in Q4 and 18.38% over the trailing twelve months. Despite these returns,...

— Source Capital Portfolio Managers

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The Davenport Core Leaders FundBULL

Pitched Jul 28, 2026

The company's asset divestitures are clearing a path for a higher-margin, faster-growing core business. Proceeds from these...

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