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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
During the quarter, we increased the portfolio’s exposure to several current holdings, including Rush Enterprises Inc. (RUSHA), Primerica Inc. (PRI), Applied Industrial Technologies Inc. (AIT), GATX Corp. (GATX), and SPX Technologies Inc. (SPXC), along with smaller additions to Ensign Group Inc. (ENSG) and Enpro Inc. (NPO).
— Stephen E. Grant
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