Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Palm Harbour Capital's investment thesis on Loma Negra Compania Industrial Argentina Sociedad Anonima ($LOMA) — Q4 2025 | Buyside Digest

All Pitches

View Letter Analysis

$LOMANASDAQLoma Negra Compania Industrial Argentina Sociedad Anonima

BULL

Palm Harbour Capital—LOMA

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$9.32USD

-9.3% vs last month

$12.88Pitched

-27.6% since pitch

Market Cap$1.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The top contributor during the quarter was Loma Negra (+75.6%, +122 bps), the largest Argentinian cement producer, which completely erased the losses of the previous quarter. Loma Negra's share...

— Peter Smith

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $LOMA, and what else Palm Harbour Capital is buying.

Other pitches on $LOMA

Other investors who've written on Loma Negra Compania Industrial Argentina Sociedad Anonima

Seeking Alpha ContributorNEUTRAL

Pitched Aug 8, 2026•Pitched at $10.44

Loma Negra's recent Q2 2026 results highlight ongoing challenges, including weak volumes, rising costs, and pressured margins. The company's performance...

View all $LOMA pitches →