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Brennan Asset Management, LLC's investment thesis on CAB.L ($CAB.L) — Q1 2026 | Buyside Digest

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$CAB.LNASDAQCAB.L

BULL

Brennan Asset Management, LLC—CAB.L

Fund Letter

Q1 2026

Published April 24, 2026

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

We increased our position in Compass Diversified Holdings (CODI) and CAB Payments (CAB), two names that caused considerable headaches over the past 12-24 months, and both have dutifully produced a goo

— Patrick Brennan

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